Principal accountant and financial team member with key tasks including, pro forma monthly financial modeling and liquidity planning, financial reporting, monthly close GL accounting, treasurer, tax planning, and core financial operations.
· Financial oversight over a $500 million portfolio with nearly $200 million of equity capital deployed by a high-net-worth ownership group.
· International team as the ownership group was owned by Austrian nationals; IFRS/Austrian GAAP accounting exposure.
· Managed lean team comprised of 5 individuals covering core GL, FP&A, AP, HR, Tax, and Treasury functions.
· Reduced year end audit time during first year as CFO by 33% (two months from three months)
· Improved liaison relationships with 3rd party debt providers by enhancing financial reporting, increasing transparency around the draw funding schedules, and increasing the frequency in communication amidst disruptions in the banking sector/liquidity availability.
· Implemented a tighter control structure around 3rd party property management providers, including increased access to operational functionality and leasing, cost structures and real time access to financial information.
· Lead the installation of both a 401k and healthcare program within the first three months of employment that elevated company benefit programs to market in an effort to increase retention.

Contract position – Acquisition Accounting and Integration
· Transition opportunity to relocate down to Miami, FL; part of the Financial Projects team at MasTec working on acquisition accounting and integration; primary focus was to assist with the 2021 10K and 2022Q1 10Q deadline as the team had undergone recent turnover
· Was offered a full-time role but wasn’t sold on the group or company as a whole; open to local Miami or remote opportunity

VP of Accounting and Financial Reporting Group (“AFR”)
· Officer in the accounting and financial reporting group (“AFR”) and part of the Transaction Advisory Services practice at HL. YoY growth of 100% in the fiscal year ended March 2020.
· Focus on technical accounting and SEC reporting matters for a variety of financial and strategic clients
· Core project emphasis has included accounting and reporting matters related to purchase accounting (ASC 805), revenue recognition (ASC606), leases (ASC842), derivative/hedge accounting (ASC 815), CECL implementation (ASC 326), pro forma reporting under both ASC 805 and SEC S-X Article 11, etc. Provided advisory around 10Q, 10K, 8K, S4 reporting and disclosure requirements as well as S-1 IPO/SPAC advisory.
· Exhibited tremendous depth in the area of project management; assignments have ranged from six month projects to 72 hour quick turn analyses. As the practice is new to HL (November 2017), team structure has required a “roll up the sleeves” approach from my role performing duties from Associate to Director.

Interim CFO/Director of Accounting and Finance/Senior Consultant
· Spent this exploratory phase of my career that included accounting and advisory engagements supporting small businesses, high net worth individuals, family businesses and other private corporations and clients.
· Engagements included buy side M&A due diligence, financial and operational audit support and readiness, asset management program creation and monitoring, and financial statement and bank covenant accounting and reporting.
· The flexibility was required while being responsive to an ill parent in Chicago.

AVP Reporting/Administration, Technical Accounting, and Investor Relations
· Led the preparation and timely issuance of multiple fund financial statements that Rialto provided to its funds’ investors, including both GAAP based under ASC 946 and operations focused reporting
· Lead the SEC reporting work for the Rialto component of the Lennar 10Q/10Ks. Rialto issued a private placement indenture under its own name and project managed the creation of the offering memorandum
· Oversaw the reporting and management of Rialto’s securitization program. Reporting and administrative duties included acting as a primary liaison with the trustee, ratings agencies, SEC auditors, and business personnel and the completion of monthly asset management reporting that required fast turnarounds. Worked with deal teams, to provide key reporting feedback on deal indenture, offering circular, term sheets and other agreements
· Instrumental in the implementation of a new financial reporting software tool (ReportsNow). Work included mapping and tagging of key G/L accounts to the reporting software, creating a data dictionary, and ensuring proper translation of legal entity structure to the tool’s hierarchy and consolidation structure.
· Provided commentary and drafted memorandum related to accounting research around consolidation, investment company guidance, fair value, and AICPA practice guides

Responsible for leading teams in the execution of buy-side due diligence and some sell-side preparatory due diligence on primarily financial services targets, primarily banking and specialty finance targets. Deal size ranging from $20 to $500 million.
· Rated a “1” (the highest rating ofa1through 5 scale) for the manager group during my first review with the firm. Group is comprised of eight total managers, and I was the only individual selected for top marks.
· Clients have included both private equity clients, both regional and major firms, and significant corporate buyers. Due diligence was focused on targets within the financial services industry and have included insurance companies, banks, brokers, credit card companies, mutual fund investment firms and various other service type entities in the US and other countries. Targets have included large public companies to sole proprietorships
· Analyzed quality of earnings, quality of the financial position, working capital, debt and debt like analysis, synergy quantifications, EBITDA driver analysis, and other business and financial analysis based on accounting knowledge, industry, and business knowledge and data analysis.
· Provided technical accounting recommendations regarding purchase accounting, non-controlling interests, pro forma earnings, etc.
· Prepared and reviewed projection models and performed budget to actual to projection analysis and scrutinized base assumptions used. Provided commentary around purchase and sale agreements

Transaction Services - (M&A) / Senior Associate – External Audit
· Performed due diligence on acquisitions with purchase price ranging from $10 million to over $2 billion.
· Lead senior on the largest public REIT for the Chicago office in terms of both asset size and fees generated (>$1 million). The REIT was acquisitive.
· Early promoted to senior associate (two years compared to the typical three-year track).
· SOX implementation and maintenance controls work at both a public REIT and a hotel corporation.
· Real estate client base included public REITS, joint venture funds, individual property audits, and private funds established by both private equity and corporations.
· Responsible for identification of accounting issues, research of relevant accounting literature, developing audit approach based on understanding of financial statements, review of audit work, discussion of critical issues with client executives, and recommendation of business/control improvements to the client.
· Extensive experience with U.S. GAAP technical requirements and real estate specific GAAP, including lease accounting (including revenue recognition considerations), asset and good impairment analysis, purchase accounting, fair value, deferred tax assets and liabilities, asset retirements, and consolidation.
· Performed opening balance sheet reviews for acquisitions and 3-14 audits for pro forma reporting.