WORK EXPERIENCE:

Confidential, Culver City, CA

Tax Manager

• Created, Developed, and Led a new in - house Tax Department, which included interviewing and hiring staff. Prepared Tax
• Workpapers and maintained detailed Fixed Assets Schedules to reduce fees from CPA Firm. Calculated Capital Gains upon the sale of each property. Analyzed the accounting for the Acquisition & Disposition of Properties as well as the Retirement of Assets.
• Prepared Tax Returns using ProSystem and distributed K-1’s to the Investors. Installed Fixed Asset Software to generate Depreciation/Amortization Expenses. Prepared Tax Projections for each of the company’s partnerships. Researched
• Tax issues, developed potential tax positions, and prepared technical memorandums related to transactions and positions taken by the company. Created a new Tax Workpaper Template to streamline the Tax prep process. Instituted new IRS CAPEX(TPR) Rules and applied policy companywide.
• Performed Quarterly CAPEX analysis. Prepared Business Licenses, Secured
• Property Taxes, Unsecured Property Taxes, Sales & Use Taxes, Business Property Statements, State Tax Payments (Franchise
• & Gross Receipts) and Non-Resident Withholdings. Conducted Equity Accounts Review (Distributions, Contributions, New
• Partners, Change of Partners, Changes in Ownership %’s) including step-up in basis. Performed Property Tax Appeals, Direct
• Assessments, and Entity Compliance. Provided the Accounting Department with AJE’s from Tax Work. Assisted Controller with revamping and redeveloping the entire Accounting Department, which included internal review process, training on proper accounting, standardizing templates, personnel evaluation, implementing system and processes, analyzing the chart of accountsproperly accounting for special items such as Fixed Assets, Triple Net Reimbursements, and various other inaccurate accounting issues. Also instituted a greater level of detail and itemization in the accounting process. Resolved improper accounting which had a tax impact.

Confidential, Beverly Hills, CA / Lexington, KY

Director of Accounting/Finance & Operations

• Performed Due Diligence and prepared Pro Forma and Investors’ Packages for each deal. Analyzed the Cap Rate ValuationDebt Coverage Ratio, ROI Calculation, Rent Roll details, Operating Expenses, NOI, Debt Service Calculations, Taxable
• Income after Depreciation, and Projections. Negotiated each deal’s Loan Terms/Debt Service with the respective Banks.
• Formed LLC’s with the Secretary of State and reviewed Operating Agreements for each Entity. Facilitated Investments in Real
• Estate through IRA’s and 401(k)’s through Self-Directed IRA’s. Managed the Acct/Fin/Tax functions. Maintained Investor
• Relations and reviewed Investor Reports. Prepared Tax Workpapers and maintained detailed Fixed Assets Schedules.
• Calculated Capital Gains upon the sale of a property. Analyzed the accounting for the Acquisition & Disposition of Properties as well as the Retirement of Assets. Prepared Tax Returns and distributed K-1’s to the Investors. Performed Asset
• Management and Property Management functions. Created Excel Templates to streamline Operating Tasks and Procedures.
• Functioned as a Portfolio Manager. Reviewed Monthly Financials, Quarterly Distributions and prepared Investor Letters.
• Conducted Quarterly meetings with Partners, Investors, and Financial Lenders to discuss properties’ details.

Confidential, Beverly Hills, CA

Director of Accounting & Finance

• Revamped and Managed the Accounting Department. Developed the IT Department, which included interviewing and hiring the IT Manager. Initiated Standard Operating Procedures (SOP). Created a P.O. (Purchase Order) and W.O. (Work Order)
• System to work within the constraints of the current Software. Trained staff on proper accounting procedures and created standardized templates. Supervised 10 staff directly including the Controller. Reviewed Financial Statements and Fixed Assets
• Schedules. Prepared Tax Workpapers and Depreciation Schedules to reduce fees from CPA Firm. Initiated a departmental restructuring and introduced an internal review process. Calculated Capital Gains upon the sale of a property. Analyzed the accounting for the Acquisition & Disposition of Properties. Created Excel Templates to streamline Operating Tasks and
• Procedures. Monitored the introduction of new software and modules as well as their utilization within Yardi. Resolved improper accounting which had been accumulating for several years. Standardized templates that interface with software and streamlined the transfer of data between departments, which increased efficiency and accuracy. Performed Special Projects and
• IT related functions. Review and Analyze Monthly Financials for each property as well as Corporate Books. Conduct weekly
• Executive and Senior Management Meetings.

Confidential , Santa Monica, CA

Manager of Finance

• Prepare, Review and Analyze Annual Business Plan and 3-Year Forecast. Revise the entire Business Plan Model to properly account for the various complex deals. Review and Analyze Monthly Financials. Analyze monthly Overhead Budgets.
• Conduct monthly meetings with our Partners, Investors, and Financial Lenders to discuss project details. Review Proforma and
• Feasibility Analysis for potential land acquisitions. Negotiate Loans for new projects and Reorganize/Restructure existing
• Ones including Mezzanine Loans and Bridge Loans. Review and Analyze Monthly Job Cost Budgets and Cost Overruns/Cost
• Savings. Prepare Quarterly Forecast. Review Weekly Sales and Closing Reports as well as Inventory Status. Make
• Recommendations on Production Schedules. Conduct monthly meetings with Project Managers and VP’s of OperationConstruction, and Sales & Marketing to discuss Project Status, Budgets, and Overhead Variances. Implement and standardize the accounting and classification of Job Cost Items. Review and Analyze Loan Status and Loan Shortage Reports. Recalculate
• Loan Interest Reserves, Loan Extensions Fees, and Equity Reserves. Analyze Capital Calls, Exposures/Guarantees, and Loan
• Amounts as well as Calculate additional Capital Infusion. Closely monitor actual costs and Cash Forecast/Requirements.
• Prepare write-ups, reports, and presentations for quarterly PRC (Project Review Committee). Conduct meetings and presentation quarterly with results and recommendations.

Confidential, Tustin, CA

Tax Manager

• Prepared Tax Returns for the various private and public entities using ProSystem. Reviewed Financial Statements and Fixed
• Assets Schedules. Calculated Capital Gains upon the sale of a property. Analyzed the accounting for the Acquisition Disposition as well as the Retirement of Assets. Utilized Yardi, Sales Logic, and Excel to prepare Tax Workpapers and
• Depreciation Schedules. Conducted Quarterly REIT Test. Researched tax issues and prepared tax projections. Monitored the accuracy and integrity of data as a Liaison between the Tax Department and all other Departments. Resolved improper accounting which had a tax impact. Initiated a company-wide restructuring, internal review process, training on proper accounting, and standardized templates. Spent time with every department/discipline to identify deficiencies, understand process/systems as well as software utilization and recommended/implemented systems, process, and modifications of existing
• nes. Standardized templates that interface with software and streamlined the transfer of data between departments, which increased efficiency and accuracy. Performed Special Projects as well as more IT related functions. Monitored the Entity
• Compliance function for the various states, which include Annual Reports and Fees. Distributed K-1’s to members of each
• Promoted within 3 months for increasing the efficiency and productivity of the tax department by 400%. Employee of the Quarter (Q1-'06) and Employee of the Year ('06).

Confidential , Corona, CA

Senior Financial Analyst

• Performed feasibility analysis for Land Acquisitions. Advised on land budgets and closely monitored actual costs. Prepared weekly and monthly cash forecast for the division. Conducted monthly overhead budget meetings with the V.P. of
• Construction, Sales, and Customer Relations. Prepared monthly closings for each community. Initiated take downs and wire transfers for land acquisitions. Prepared quarterly forecast and annual plan for the division. Managed LDA’s (Land
• Development Accounts) for each community and conducted quarterly meetings to discuss potential lot cost adjustments or any variances with the budget. Conducted meetings at each community to train on proper coding. Prepared monthly Pre-Acq reports, schedules, and J/E’s. Employed corporate policies, procedures and an overall structure. Helped the accounting department at month-end. Prepared quarter-end land reports. Appointed Member to HOA Board for one of our communities.

Confidential, Anaheim, CA

Senior Accountant

• Prepared Tax Returns for Individuals, Partnerships, and Corporations using Lacerte. Maintained close relationships with clients while evaluating their financial progress and tax saving objectives. Researched tax issues and prepared tax projections as well as creative tax planning for clients. Utilized GoSystem, QuickBooks, and Excel to prepare Financial Statements and Tax Workpapers.