SUMMARY OF QUALIFICATIONS
Big 4 CPA Accounting Professional with successful track record of public and private experience, primarily in the real estate investment and private equity sectors. Held key financial positions in high growth, fast paced environments. Extensive experience working with Board of Directors, lenders and auditors. Strong leadership, problem solving, team building and project management skills. Areas of expertise include:
Accounting and Financial Operations
Budget Development and Management
Investor and BOD Reporting
Establishing Accounting Policies and Procedures
Implementation of Accounting Software
Annual Audit and Tax Return Filings
Annual SEC Filings
PROFESSIONAL WORK EXPERIENCE
CONSULTING PROJECTS April 2014 to Present:
Evergreen Industrial, Oakland, CA August 2015 to March 2016
(Commercial Real Estate Investment Company with $750 Million in Assets
Responsible for financial and tax accounting and reporting for 160 industrial
Acquisitions: Preparation and review of pre-closing and post-closing financial
analysis, tax and accrual accounting support for asset basis, preparation of tax
and accrual depreciation schedules for third party Property Management
Preparation of Monthly Financial Reporting packages.
Maintained tax basis accounting records.
Preparation of Audit schedules.
Review of monthly financial packages prepared by Property Management
GI Partners, San Francisco, CA February 2015 to July 2015
(Private Equity Group with over $10 Billion in Assets under Management)
INTERIM SENIOR CORPORATE CONTROLLER
Responsible for the management of all financial accounting and reporting for 7 investment funds and Holding Companies on an interim basis including managing the accounting department (staff of four), review of quarterly close and financial statements, quarterly valuations and related reporting, quarterly management reports, investor reporting, capital calls and SEC reporting.
Stanford University Real Estate Dept., Palo Alto, CA April 2014 to January 2015 (Management of $3Billion Commercial Real Estate Portfolio including Stanford Research Park)
INTERIM DIRECTOR OF FINANCE
Created a comprehensive policies and procedures manual for the Commercial Real Estate group
Revised monthly/quarterly financial reporting, reconciliation and review processes
Reviewed annual budgets for accuracy and completeness
Assisted in coordinating production of annual reports for the Board of Directors and Board of Trustees
Audited lease information in Yardi database and identified opportunities for automated reporting
AltaRock Energy, Inc., Sausalito, CA January 2011 to October 2013
(Renewable Energy Start up funded by Kleiner Perkins and Khosla Ventures)
SENIOR VICE PRESIDENT FINANCE
Responsible for all financial accounting and reporting needs including investor
and board reporting, treasury, cash forecasting, payroll, employee stock
option accounting and administration, purchasing, and quarterly grant reporting
to the Department of Energy
Implemented software and processes necessary to comply with Department of
Responsible for financial due diligence associated with potential strategic
Implemented and managed cloud based solution for Company data room
Assisted in preparation of materials for weekly board calls and quarterly board
Participated with the President on all board calls and in quarterly meeting
Prana Investments, San Francisco, CA September 1998 to September 2010 (Private Equity Real Estate Investment Company with $560 Million in Assets under Management)
Managed financial accounting and reporting function for 13 investment funds and complex holding company structure through a period of significant expansion ($50M to $560M in assets under management). Responsibilities included financial statement preparation, budgeting, cash management, financial analysis and management reporting including BOD reporting package, annual audits, city business tax filings, lender and all other compliance reporting. Managed a staff of four.
Researched, proposed and implemented new accounting software (Epicor) and
report writer (FRx)
Reduced monthly close by 50%
Automated production of complex monthly report package
Enabled end user design of customized reporting
Integrated investor data base which automated recording of contributions
Partnered with CFO in developing accounting policies, procedures and controls
to insure timely and accurate financial reporting.
Centralized and standardized lender reporting (including mortgage loan
application process) to insure completeness, accuracy and consistency of
information, and prevent dissemination of confidential data.
Total Entertainment Network, San Francisco, CA 1995 to 1998
(Start up backed by Kleiner Perkins - sunscription based internet gaming network offering PC game players a place to play DOS and Windows-based games online with and against other player)
DIRECTOR OF ACCOUNTING
Responsible for implementation of all accounting and finance policies and
Implemented Great Plains software and designed monthly accounting reports.
Restructured chart of accounts to facilitate accounting for costs at the
department and project level.
Contributed to the design and implementation of a complex billing system for
Implemented corporate budgeting process. Developed monthly management
reports to communicate financial results relative to plan.
Developed monthly close procedures to facilitate timely monthly reporting in
accordance with GAAP.
Responsible for the preparation of financial forecasts
Prepared pro forma financial information
Managed payroll for approximately 120 employees.
Coordinated annual financial audit and preparation of annual tax returns.
Kenetech, Inc., San Francisco, CA 1993 - (1995 Public Company - provider of alternative energy resources with annual revenue of $250M)
Responsible for accounting and financial analysis related to Kenetech Energy
Systems (subsidiary of Kenetech, Inc.) including: monthly close, preparation of
monthly management reports and cash forecasting.
Preparation of quarterly financial statements, coordination of annual audit.
Performed review of accounting procedures at subsidiary locations to insure
compliance with corporate
Foodmaker, Inc., San Diego, CA 1990 - 1993
(Publicly held Operator and Franchisor of restaurant chain, Jack in the Box with annual revenue of $655M )
MANAGER OF INTERNAL AUDIT
Directed all internal audit functions including: Operational audits of corporate
departments, financial audits of major accounting cycles, franchisee audits and
restaurant field audits.
Recommended revised Procedures for administration of the Company
Manager Bonus program which potentially saved the company $500,000
Recommended changes to the Company procedures for administering workers
compensation claims which resulted in an annual savings of approximately
Supervised four professional staff members on concurrent projects.
Price Waterhouse Coopers, San Diego, CA 1985 - 1990
Responsible for all aspects of engagement management including planning,
staff supervision and job administration. Provided ongoing consulting regarding
accounting and financial reporting issues.
Delivered professional business advisory and auditing services to a wide variety
of clients, including the manufacturing and real estate industries, government
contracting and non-profit sectors, and middle market to small business clients.
Audit related responsibilities included GAAP and SEC reporting, emerging
issues research and consulting, financial analysis design and execution as well
as internal control review and recommendations.
San Diego State University, San Diego, CA Bachelor of Science in Accounting, 1985