Service Offerings

Experience
Chief Financial Officer
● Leading finance, accounting and HR.
● Managing banking, insurance, and accounting relationships.
● Executing investor relations and public relations strategies.
● Overseeing SEC filings process including 10-K, 10-Q, 8-K, and earnings releases.
● Enhancing internal control structure in accordance with SOX 404 requirements.
● Raised $290 million in syndicated credit facility with top tier lenders.
● Growing HR and talent acquisition functions and improving policies and procedures.
● Evaluating operations for digital transformation opportunities.
● Overseeing system implementations for finance and HR, including Workiva, ADP, and Equity Edge.
● Driving Environmental, Social, and Governance, including "Green Initiative" to reduce waste.
Controller/Head of Finance - Real Estate
● Oversaw finance, accounting, and SOX 404 for spend exceeding $500 million annually.
● Presented monthly FP&A package to CEO, CFO, and other executive management.
● Serviced over 60 internal development and construction operations clients.
● Reduced payment turnaround time by two days, while transaction volume doubled.
AVP - Financial Reporting
● Oversaw all SEC reporting, supplemental earnings release, and investor presentations.
● Received NAREIT Investor CARE Gold Award in 2015 for excellence in reporting and disclosure.
● Implemented Workiva financial reporting tool to enhance reporting efficiency and quality.
● Supported public equity and investment-grade debt capital markets transactions.
Senior Manager - Assurance
● Simultaneously led assurance for four SEC public companies, including capital markets activity.
● Recognized as #1 Most Requested Mentor in the United States firm in 2011.
● Created Ernst & Young Presents to refine the presentation skills of professionals.
● Led audit methodology training classes with over 40 professionals.