SUMMARY

• 20 + years of successful experience in the real estate industry to include 15 - years in property accounting and 5-years in property management.
• Pro-active and results-oriented with broad experience in all aspects of accounting and financial management.
• Strong analytical skills and the ability to apply these skills to solve problems and resolve issues which arise in day to day operations.
• Effectively communicates direction, commits people to action, and conveys complex information in easily understood formats.
• Ability to build and direct an operation from conception to completion through leadership, creatively and effective management.

TECHNICAL SKILLS

• Yardi 6.0 SharePoint CIS CTI Cougar JD Edwards PeopleSoft One View Financials 360 Facility RCash
• Navision Realm Timberline Skyline Rent Roll MS Access MS Excel MS Word

PROFESSIONAL EXPERIENCE

Confidential - Charlotte, NC

Regional Accounting Manager/Assistant Controller

Responsibilities:

• Opened and established new Corporate Office, negotiated the lease terms, oversaw the build-out of the space and hired and trained the redevelopment construction accounting team.
• Managed all finance and accounting activities for 6 portfolios (72+ properties across 7 states).
• Reviewed construction draws and monitored monthly draw funding.
• Monthly, quarterly and year-end reporting to Investors.
• Reconciled redevelopment bank statements, prepared journal entries and wire transfers.
• Oversaw all immediate needs on projects and provided required documentation to lenders.
• Validated subcontractor requirements including adherence to lien waivers policies prior to payments.
• Liaison with Asset Management, Project Management and Property Managers to control budgets and ensure proper job cost entries are recorded.

Confidential - Charlotte, NC

Senior Investment Accountant

Responsibilities:

• Assisted with conversation and implementation of accounting software from CTI to Yardi 6.0.
• Preparation and filing of financial statements for external reporting with the Securities and Exchange Commission (SEC). Reports include quarterly 10-Q, annual Form 10-K, Prospectus and Form 8-K.
• Oversight of the daily financial close, including the calculation and reporting of the NOI for the real estate fund account, used to calculate the daily value of the accumulation unit (AUV).
• Worked as project manager on ad hoc projects for real estate accounting including the automation of NCREIF asset reporting, custom development of Yardi financial reports, budget loading, and review and consolidation process.
• Continuous evaluation and improvement of processes to enhance systems, reports and analysis to afford efficiencies, cost savings and added value to the organization.
• Assisted external auditors with requests and questions for quarterly reviews and annual audits.
• Ensured all processes within the group are SOX compliant and provided internal audit group with all information necessary for testing.

Confidential - Charlotte, NC

Finance Manager, Duke Energy Account

Responsibilities:

• Managed the financial reporting process for an 8 million square foot facility management portfolio geographically dispersed in 5 states, coordinated capital and expense budget development, financial analysis and benchmarking.
• Directed the preparation and interpretation of the portfolio’s financials to ensure that sound management decisions were made through standardized reliable reporting and that timely and accurate operational reports were distributed to the management team.
• Oversight of the day to day operation, staffing and development of 8 accounting personnel and provided regional accounting support for key Confidential accounts.
• Successfully transitioned a 3 million square foot Midwest portfolio by coordinating with Duke Energy and legacy Cinergy employees to provide parallel reporting in the Midwest and the Carolinas regions.
• Ensured proper accounting systems and processes were in place and maintained in accordance with GAAP.
• Coordinated the specifications and deployment of systems as needed including the implementation of Realm pay invoice processing system, facilitated the P-card acquisition process, and transitioned the call center to Pittsburgh and the implementation of the 360 facility system.

Confidential - Concord, NC

Property Accounting Manager

Responsibilities:

• Managed and coordinated all functions of the on-site accounting department including accounts receivable, accounts payable, financial reporting, budgeting and year-end reconciliations for a 1.4 million square foot super regional shopping center with over 200+ stores, 12 out-parcels and a 300,000 square foot power center.
• Assured timely and accurate reconciliation’s of GL and bank statements, preparation of reports including monthly project status reports for Investors, month-end close reporting, future costs and revenues projections, financial analysis and budget preparation and reforecast.
• Tracked annual tenant sales in excess of $300M, sales analyses, sales auditing and percentage rent calculations.
• Selected by regional vice president to serve as a mentor in the Leadership, Training & Development Mentoring Program to assist in training and support of property accounting managers at 42 shopping mall locations.