Project Manager Real Estate
Resume:
EDWARD B. WEINBERG, CPA, CFA
** ****** ****, ******, ** 02021
**********@*******.***
Summary:
I work closely with line managers to refine broad strategic goals by developing viable operating measures that
indicate the impact of various decisions on the organization's bottom-line. My diversified background, including
experiences in manufacturing, the services sector, real estate, and big four public accounting, enables me to bring
various perspectives to business analysis and provide a comprehensive issue overview.
EXPERIENCE
OneBeacon Insurance Canton, MA
Senior Finance Manager June 2007-Present
Report to the Treasurer of a $1.2B Specialty Insurance Company. Responsibilities include: business unit and
corporate finance support, monthly forecasts, expense close, allocations & analysis, and manage/coordinate the
annual underwriting plan.
• Manage and direct the preparation and presentation of the annual underwriting plan, liaising with underwriting unit
financial managers and functional department managers.
• Responsible for monthly expense analysis presented to Senior Management along with preparation and
commentary on monthly reforecast of underwriting results.
• Business Controller for all legacy business units as well as provide direct financial support for all corporate
departments. At various times have also been Controller for the Technology and Government Risks business units.
• Oversee monthly processes for allocating corporate expenses to underwriting unit, location and product line of
business.
• Led design team for integrated, web based, multi-year forecast tool rolled out to all business unit financial
managers. Created training manuals and conducted training sessions.
Liberty Mutual Group Boston, MA
Senior Manager Financial Analysis March 2004-June 2007
Reported to the Director of Financial Planning & Analysis of Liberty Mutual’s Personal Market, a $5.5B Property and
Casualty insurer. Responsibilities included: Managing and coordinating the annual plan, monthly variance analysis,
and driving the development & implementation of effective technology.
• Conducted monthly calls with Regional Finance Managers to discuss YTD performance and the impact on
future financial results. Summarized and communicated top line issues to Senior Management within three
days of month end close.
• Led the design, redevelopment and implementation of the Personal Market SBU planning model; improved the
overall efficiency and detail of the annual plan.
• Responsible for preparation and presentation of annual underwriting plan.
• Reviewed consolidating income statement, cash flow & balance sheet plans and coordinated corporate
submissions.
• Trained and motivated staff to improve documentation of corporate processes and internal controls.
• Responsible for development and production of monthly/annual Balanced Scorecard used by Senior Management.
• Designed internal controls and testing for the Planning & Analysis Group.
Zero Stage Capital Cambridge, MA
Senior Financial Analyst (Temporary Assignment) March 2003-March 2004
Reported to CFO of a top quartile venture capital fund family founded in 1982. Responsibilities included: financial-
related functions, including quarterly reporting, tax coordination, and financial research.
• Maintained general ledger for fund management company. Participated in annual budgeting and planning
process.
• Prepared quarterly investor reports and applicable supporting documents.
• Prepared due diligence materials for potential fund investors.
• Researched and prepared financial analysis for special projects (e.g. created and fully documented multi-fund IRR
data base used for private placement memorandum and investor due diligence).
• Original assignment extended twice.
EDWARD B. WEINBERG, CPA, CFA
17 Trayer Road, Canton, MA 02021
**********@*******.***
EXPERIENCE (cont.)
The Hinckley Company Boston, MA
Senior Associate, Planning & Acquisitions March 2001- January 2003
Reported to the CFO of a $100M manufacturing and service company. Responsibilities included: financial planning,
acquisition due diligence and analysis, acquisition financing, and project management.
• Worked with senior business managers to develop long-range financial forecasts taking profitability, liquidity,
capital expenditures and debt compliance into consideration.
• Conducted due diligence on numerous acquisition opportunities. Built financial models to optimize capital
structure, calculated cash flows and investment returns. Prepared management presentations.
• Obtained approval for acquisition financing, assisted agent bank in syndication of credit facility, participated in
loan restructuring, projected quarterly compliance with bank covenants, and set interest rate hedging.
• Negotiated leases, set construction budgets, coordinated architectural drawings and general contractors to deliver
office space on time within budget constraints.
• Analyzed capital versus operating treatment on equipment leases and synthetic financing.
• Co-led implementation and rollout of Hyperion Pillar budgeting and forecasting software.
The Berkshire Group Boston, MA
Assistant Vice President, Corporate Planning July 1996 – March 2001
Reported to the CFO and the Chairman of an integrated real estate and financial services organization whose businesses
included: real estate acquisitions, property management, investment sponsorship, and mortgage banking.
Responsibilities included: asset management, analysis of mergers and acquisitions, strategic planning projects, and
corporate financings.
• Asset managed $300M real estate portfolio; reviewed capital budgets and property performance, prepared cash
forecasts, managed re-financing and sale processes.
• Project manager for $118M acquisition of two public partnerships; built financial models, worked with
attorneys on SEC filings, and negotiated first mortgages.
• Worked on team to advise principals on investment alternatives to management buyout of $1.2B public REIT.
• Prepared valuation analysis and projections on portfolio operating company investments (Healthcare,
Mortgage Services, and Real Estate). Worked with investment bankers on the sale of an $18M portfolio
company.
• Performed cash flow sensitivity analysis and acted as key contact for brokers and attorneys on acquisition of
$30M retail real estate portfolio.
Coopers & Lybrand Boston, MA
Senior Associate 1991 – 1994
Intern (January – June) 1988-1991
• Reviewed complex middle market corporate tax returns including foreign subsidiary reporting.
• Managed and developed staff, improved engagement efficiency and overall profitability.
• Researched and analyzed tax issues to quantify implications of clients’ business decisions.
• Interviewed high net worth clients, raised planning issues, and reduced tax liability.
• Performed audit tests on financial statements of 15 mutual funds with NAVs of $500M each.
PROFESSIONAL & COMMUNITY AFFILIATIONS
Chartered Financial Analyst: CFA Institute, Boston Security Analyst Society
Certified Public Accountant: American Institute of Certified Public Accountants
Treasurer, Canton Highlands Homeowners Association, 2002-2010
EDUCATION
Northeastern University Boston, MA
Master of Business Administration, GPA 3.9, Concentration: Finance June, 1996
Bachelor of Science, Business Administration, GPA 3.5, Concentration: Accounting June, 1991
SOFTWARE
Microsoft Office, Hyperion Essbase, Planning & Pillar, IBM Cognos TM1, PeopleSoft
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