ACCOUNTING AND FINANCE CANDIDATES NOVEMBER 2008
Real Estate – Development Candidates August 2006
· 180849 Division/Regional President
Responsible for the day to day operations of the Division. Responsibilities include managing the business plan to insure goals are achieved, over see the management of seven departments (Customer Service, Purchasing, Offsite Land Development, Construction, Daily Unit Processing, Forward Planning and sales and marketing). Single family, multi family, town homes and condo experience. MBA
· 181304 Senior Project Manager
Offering experience, and comprehensive background in all areas of multi-family, negotiated, government, public works, commercial, industrial, and institutional construction. Ability to thoroughly research, analyze situations, propose creative solutions, develop good rapport, and bring projects to completion on time and on budget.
· 28066 VP Construction
15 years multi-family and single family residential construction. Areas of responsibilities include preparing construction budgets for Senior Management and Board Of Directors. Supervise schematic design and pre construction document preparation. Review all contracts and monthly draws, manage daily activities of Construction department. Supervise Project Managers, Contract Administrators, administration clerks and construction field personnel. Prepare monthly reports for Senior Management.
· 196135 Vice President Land Acquisition
Highly qualified executive offering more than 15 years of real estate experience in land acquisition, entitlement, financing and consulting for all types of residential and commercial land uses. Creative problem solver with ability to identify new opportunities, drive revenue growth, and exceed profit goals. Keen, in-depth understanding of real estate development. Solid background and qualifications in core business functions – entitlement, finance, marketing, and operations. Exceptional negotiation, communication, and management skills. Dynamic leader and mentor, able to build team cohesion and inspire individuals to strive toward higher levels of achievement. BA Urban Planning
· 187107 Chief Operating Officer/CFO
Part of executive team for real estate investment company seeking to raise $200 +million from various public pension funds. The fund’s objective is to invest with private, local real estate operators targeting value-added and opportunistic investments between $15 and $50 million. Responsibilities include strategic planning, market underwriting, investment sourcing, due diligence, accounting and reporting, and portfolio management. CPA, MBA
· 188801 Controller/VP Finance
Accomplished Financial Manager with ten plus years experience in homebuilding operations, Balance Sheet/P&L management, strategic positioning, and technology development with growth organizations. Decisive leader, focused on results with proven track record of proactive thinking and problem solving. Assisted with increasing profitability and unit growth through aggressive financial management. BS Accounting, CPA.
· 169238 CFO
Innovative and accomplished Senior Financial Executive/Certified Public Accountant and California Licensed Real Estate Broker with over 20 years experience enhancing profitability. Combine exceptional financial qualifications and real estate experience with strong business management and leadership skills. Extensive background acquiring, financing, managing, and divesting real estate assets. CPA, BA Economics, MBA Finance
· 185878 Dir. Of Operations
Fifteen plus years multi-family construction management experience Responsibilities include project staffing, interviewing candidates, organizing monthly Project Managers and Project Engineer meetings, conducting performance reviews and overseeing project delivery. Project type includes for sale and for rent products, Type V and Type I over podium town homes and lofts, adaptive re-use and other infill residential projects. Masters Degree Urban Planning
· 199141 Development Project Manager
Project Manager with land entitlement experience. Duties include preparing budgets, financial analyses, and bond requests and exonerations. Review consultant/contractor proposals and award construction contracts. Responsible for managing project consultants, engineers and architects throughout entitlement and construction process. Additional duties include establishing and maintaining professional relationships with City planners and engineers, and implementing site plan concepts that focus on product diversity. Masters Degree City Planning, Real Estate and Urban Development
· 179903 VP - Controller
CPA. Financial executive with 18 years of private industry and public accounting experience with an emphasis in real estate. Oversees all accounting functions and approximately 150 employees for one of the largest retail landlords in the U.S. Extensive experience with ERP solutions, information distribution, lease administration, capital projects, budgets and forecasting, cash management, debt financing, tax planning and compliance, risk management, and employee benefit plans. Strong intellect and interpersonal skills with proven ability to motivate and teach diverse employees at all levels; enhance employee morale and cultivate a team spirit; and develop positive relationships with co-workers, outside professionals, and customers.
· 199131 Accounting Manager
Responsible for supervising all project accountants responsible for maintaining and tracking subcontractor contracts, accounts payable, release waivers, and liens. Track construction costs not to exceed contracted agreements. Preparation of company’s supporting schedules required for the annual audit and quarterly reviews. Responsibilities include primary review of all company trial balances, preparation of journal entries, and bank reconciliations. Update and maintain detail cash flow system providing sources and uses of cash to project on a monthly basis the company’s cash position combining all entities. Cash flow analysis is used as a primary source of information for management decision making purposes. Handle extensive special projects requested by Controller, Chief Accounting Officer, and Chief Executive Officer.
· 192252 Community Development Manager
Bottom line responsibility for various for-sale residential development projects. Specific area of expertise in infill, higher-density, residential development. Responsibilities include: establishment of initial forward-planning and architectural budgets; setting initial project schedules and milestones; selection and management of external consultants including contract negotiations; interface with public agencies and policy-makers related to entitlements; public presentations; coordination of internal activities related to projects; and implementation of projects within the timeframe and parameters set forth during initial underwriting. Accomplishments: Entitled a 151-unit project in Mountain View, California (general plan amendment, rezoning, design review and tentative map). Entitled a 130-unit project in Santa Clara, California (rezoning, design review and tentative map).
· 199219 Accounting Manager
Experience in the service, wholesale, retail and manufacturing industries. Excellent supervisory skills, exceptional communication and organizational skills, highly motivated, dedicated, goal oriented, team player and extremely driven. Knowledgeable in general ledger, month-end close, accounts payable, accounts receivable, collection, human resource, benefit administration, payroll, and purchasing. BS Accounting. MBA in progress.
Real estate – development Candidates June 2006
· 160744 CFO
Over twenty years of progressively increasing responsibility within the real estate industry for both private entrepreneurial and public institutional ownership. Extensive experience in acquisition, development, market repositioning and management of Shopping Centers (power and community centers), Enclosed Regional Malls, Office, Multifamily Residential, Industrial, Retirement Hotel, Student Housing and Mixed-Use Developments. Significant experience structuring joint venture deals with both Institutional and Private Party transactions. Solid knowledge of Publicly Traded Equity Markets in relation to Initial Public Offerings, financing of ongoing capital needs and Merger & Acquisitions activity.
· 145767 CFO
Experience with a developer with an emphasis on High End Condominium and Fractional Ownership Residential Units. Developed Office, Retail and Multi Family projects. Assembled 14 separate land sellers to create North America’s highest price per square foot Condominium Project. Sourced over $75 million in investor equity. Obtained $330 million in construction loans. Completed a Master Joint Venture to develop two High Rise Condominium projects in a major urban area resulting in the tallest building in the Downtown area. Set up Accounting Department and now completing an Accounting Software Conversion
· 195996 Development Project Manager
Management of multiple residential condominium projects in the OC/LA area. Duties include financial analysis, acquisition assistance, due diligence, planning & design, entitlement processing, financing, budgeting & scheduling, construction, & marketing. Additional duties include obtaining permits from Building and Safety. Responsible for the sourcing, identification, analysis and acquisition of commercial properties. Produced financial models for acquisition process, including pro-formas, NOI derivation, capitalization/valuation analysis,
· 186871 Director of Development
Real estate development and construction management including land development, master planned communities, resort development projects, municipal/public works projects and environmental mitigation. Proficient in project management including project entitlements and operations in numerous City, County and State jurisdictions, coordination and supervision of work by internal staff, consulting engineers, architects, sales and marketing team and assessment of strategy and tactics. Skilled in organization of project teams, establishing budgets and schedules, implementation of land sale contracts, reimbursement procedures, property tax appeal, EDU calculations, development impact fees, enforcement of land development and partnership agreements. Adept at problem solving relative to governing jurisdictions, adjoining landowners, community affairs, merchant builders, construction logistics, systems and procedures and human resources.
· 198757 Vice President, Acquisitions
Direct all finance and acquisition activities for a commercial real estate development company with over $1 billion in real estate holdings. Successfully acquired over $500 million worth of real estate, projected to generate over $30 million in profit. Analyze market information and financial statements necessary to support acquisition decisions. Prepare detailed investment assessment reports for equity investors and ownership evaluating the overall economics, including project IRR analysis; outlining the strengths, weaknesses, opportunities and threats; and recommending an appropriate investment strategy, including available financing options and exit strategy for each transaction. Interact with top level executives from equity investor and various lending institutions. MBA, USC. BA, UCSD . California Real Estate Brokers License
· 181195 Manager, Development
Project Manager for one of the largest urban-infill mixed-use developments in the nation. Responsibilities include management of finance, planning, budgeting and development of various issues and products. Coordinate purchase agreements and deal points with various builders. Work with land buyers to develop costs and project structure for land residuals. Develop maximized land use plans. Manages the monitoring and controls for the 10% required affordable rental housing and controlled priced for-sale housing units. Masters of RE Development, USC.
· 186106 Project Manager
Collaborate with the forward planning managers for large home builder to provide advice on constructability, value engineering, and feasibility. Guide projects through the pre-development and procurement of building permits. Assemble “design team” consultants and represent owner during the development of the “construction documents.” Prepare, manage budgets, and prepare monthly reports to owner. Supervise all pre-construction and construction activities. Project buy-out. Prepare detailed project schedule, assure conformance to the approved schedule, and provide schedule updates to owner. Negotiate all contracts and change orders.
· 189812 Sr. Project Manager
Construction Project and Facilities Management. Responsible for overseeing and managing highly complex and multi-faceted projects within the high-end restaurant and hospitality industry. Manage annual budgets in excess of 5 million dollars. Specific duties include site surveys, management of the design and development process, permitting, scheduling, budget forecasting, cost controls, contractor and subcontractor negotiations, equipment and furnishings procurement and overall project management. Handle all Phases of Construction and Project Management. Operation and Maintenance Training. Annual Budget Development Project Cost Control and Accountability. Legal Responsibilities for Local Laws and Ordinances. BA, CSU Chico with Construction Management and Real Estate Emphasis
· 20823 VP – Controller
CPA. Managed the accounting and IT departments for a fast paced retail real estate development and management company. Responsibilities included managing a staff of sixteen; financial reporting for a portfolio of 78 entities, including job cost accounting, investor reporting, and monthly cash flow projections; developing policies and procedures and implementing software enhancements to meet demands of growth and increasing sophistication of organization; overseeing all cash management functions for all property and corporate entities, including construction loan draws; hands-on management of 3 corporate entities with over $8 million in fee based revenues; handling all sales tax and income tax reporting processes, issues and audits. MBA USC
· 183661 Controller/ National Property Director.
Responsible for the installation of both an accounting and property management software system for all sites. Responsible for developing and implementing all accounting and property management policies and procedures. Responsible for all aspects of managing, leasing and marketing for three shopping center; approximately 800,000 square feet each, located in the South East. Supervised staff of 20 in both accounting and property management departments. Responsible for the timely issuance of monthly, quarterly and annual reports to management, investors, and ownership. Responsible for the timely gathering of all pertinent information for tax schedules and filing. BS, CSULA
· 196914 Accounting Manager
Responsible for managing 1-2 project accountants in the commercial development department; including training new staff on PeopleSoft software and corporate policies & procedures. Monthly review of all journal entries, financial statements and account analyses for projects within the team. Work closely with fund reporting team to ensure proper accounting at both the project level as well as the fund level. Assist staff with monthly maintenance of IRR reports. Review and analyze project proformas, loan agreements, development management agreements, purchase and sale agreements, and investment summaries related to projects assigned within the team. Ensure that all accounting is done in accordance with both GAAP and company policies and procedures. Interact heavily with development managers and controllers to resolve project-related accounting issues. BS Accounting Chapman University.
· 198827 Director of Leasing.
Responsible for all statistics and reporting relating to the leasing of office space for the Properties Portfolio. Manage the lease abstract process ensuring the accuracy of the data. Review financials of all customers for leasing transactions and provide recommendations and negotiate security deposits/enhancements. Oversee the processing of commissions associated with all leasing transactions. Provide a key role in the integration of multiple system applications working with IT and outside vendors to meet common goals and streamline processes. A professional with 10 years overall knowledge and experience in Financial Analysis and Accounting. Strong leadership and team building skills focusing on complex financial issues in various capacities. Proven ability to facilitate problem solving for internal and external customers and team members. Excellent analytical, delegation, written and verbal communication skills. Familiar with MS Office, Pivotal, MRI and PeopleSoft. Working knowledge of all aspects of Real Estate Finance including Analysis, Budgeting, Forecasting, Financial Review. BA CSUF
· 180895 Vice President General Manager
Currently has full division responsibility; acquisition and forward planning, proforma and budget development, site design and development, entitlement and permit processing, model development and construction, off-site and on-site purchasing, manage and direct production construction, scheduling, sales, and customer service.
· 168988 Division President
Responsible for all aspects of management of subsidiary, home building and development – including business development, land acquisition, entitlement processing, land planning, engineering, product development, construction, sales & marketing and customer service. MBA Stanford
· 197016 Sr. Project Manager
Project management/construction management experience in office, retail and residential projects encompassing several million square feet. Individual project size greater than 100 M. Offer proven planning, managerial and leadership skills to drive projects from inception through completion. Perform due diligence on targeted sites. Work with financial analysts to create project financial scenarios. Evaluate conceptual design and estimate hard and soft costs. Assist with conceptual budget and construction budget. Research, estimate and specific proforma costs. Establish design schedule as part of master development schedule Negotiate Civil, A&E and other design and consultant services Ensure design is consistent with budget parameters. Oversee all aspects of construction. BS Civil Engineering UC Berkley.
· 191281 Senior Asset Manager.
Oversee regional shopping center Also assist VP of Development with entitlements and pro-forma analysis of development projects. Asset NOI increased from $13 million in 2003 to $14.6 million 2006 (forecasted). Leasing – negotiate final lease terms for all inline and out parcel tenants; evaluating deal economics, tenant financials and tenant mix. Negotiate tenant settlements. Negotiate license agreements with 3rd party vendors. Financial – directly responsible for P/L of the center, reviewing budgets, approve Cap Ex, and maintaining cash flow forecast; limited ARGUS experience. Development – planning entitled 21 acre site for highest and best; acquisition team for coastal residential project in San Francisco. Coordinated $8 million remodel to shopping center. MBA Finance, George Washington University. BBA USC.