COMPANY, City, ST 4/98 - present Real Estate Investment and Property Management Services Controller
Oversees financial reporting for approximately 11.6 million sq. ft. of office & 2,800 residential units in Southern California and Hawaii.
Manage an accounting department of 30.
Supervise CAM reconciliation process for entire property portfolio.
Develop company orientation for the purpose of training all property management and corporate personnel – 4 hour seminar.
Authored an accounting manual utilized by all accounting and property management personnel
During tenure, accounting staff grew from 10 to 30 and portfolio added 5,052,000 sq. ft. and 2,500 residential units
Coordinates annual audit with Big 4 Accounting Firm.
COMPANY, City, ST 6/93 – 3/98 Real Estate Management Services Controller
Supervised an accounting department comprising of 2 staff accountants, 8 accounting clerks, a collections manager and a MIS director.
Oversaw all financial aspects encompassing a portfolio of 25,000 units of commercial/residential properties
Responsible for the smooth transition to a mid-range based property management software system.
Reported directly to the President/Owner
COMPANY, City, ST 5/89 – 6/93 Real Estate Management Services Controller/Manager of Financial Reporting
Established accounting department to service a portfolio of approximately 1.5 million sq. ft. of commercial, retail and residential properties
Headed up the implementation of the company’s newly acquired J.D. Edward’s property management software which included the development of a policy and procedures manual and training for all users
Supervised all aspects of accounting, including financial reporting, budgeting, cash management, accounts receivable and accounts payable
Developed lease abstract system utilized by all property managers
Performed extensive and comprehensive due diligence reviews for potential acquisitions
Oversaw major parking operation at the World Trade Center to ensure maximum revenue generation
Worked with leasing brokers to recommend changes to the financial aspects of a lease
COMPANY, City, ST 1/86 – 4/89 Investment and Corporate Real Estate Services Controller – Property Management Financial Services
Established accounting department of 5 accountants in Los Angeles to service all West Coast clients comprising 4 million sq. ft. of office space
Reported to the Director of Financial Services at the Corporate Headquarters in New York and the Director of Property Management Services in Los Angeles
Assisted in the implementation of the company’s new computerized property management system including the development of a comprehensive lease abstract reporting system
Supervised the preparation of tenant escalation billings
Prepared cash flow projections and budgets for all properties
Interfaced with clients and their representatives including attorneys, tax advisors and outside auditors
Instrumental in marketing the company’s financial reporting package by participating in presentations to potential clients
Performed cash management services for all clients
Interfaced with building managers on a daily basis to ensure the proper transfer of financial information to tenants and ownership
Worked closely with Investment Department in performing due diligence reviews
Bachelor of Science
Major: Business Administration – Concentration: Accounting
PROFESSIONAL DESIGNATION & MEMBERSHIPS
CPA LICENSE – STATE BOARD OF ACCOUNTANCY
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Accounting Associates of California State University, LA
Skyline; J.D. Edwards; Timberline; Microsoft Excel; Microsoft Word