charles r. SWAIN, CPA
***** ******* ********* ( Broomfield, Colorado 80023
303-***-**** ( **.***@**********.***
CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER
Highly accomplished hands-on leader, strategic planner, and innovative
developer of effective financial strategies, with 20+ years of demonstrated
achievements contributing to superior corporate performance through expert
alignment of effective accounting, contract management, and revenue goals
with corporate objectives. Consistent track record of significant
achievements in sales development, international contract negotiations,
real estate investments, and risk management. Creative decision-maker and
problem-solver focused on developing effective solutions and exceeding
project goals while ensuring the continuous delivery of top quality
services. Results-oriented with outstanding communication and team-building
attributes. Areas of expertise:
Strategic Planning & Management ? Accounting Systems & Controls ? Real
Estate Asset Management
Investor & Shareholder Relations ? Construction ? Cross-Cultural
Communications ? Compliance Reporting & Auditing ? Tax Treaties ? Risk
Management ? Cash Management
Contract Negotiation ? Financial Analysis
PROFESSIONAL EXPERIENCE
CSR Management services, Broomfield, CO ( (10 years)
Independent financial management company handling operations & budgeting,
financial reporting and tax planning for foreign and domestic entities.
Corporate, partnership and individual tax planning, compliance and
preparation.
President/Chief Operating Officer
Provided asset and operations management including negotiations, cash
management, budgeting, financial reporting, audit management and tax
planning, coordinate domestic and international financial reporting, real
estate development, and real estate acquisition-management-sales.
Project Highlights:
. Negotiated with a city, enabling the annexation of a large parcel of land
in order for it to become its own city and county, through the planning
for my development of a 180-acre farm into 73- residential acreage horse
property building sites.
. Spearheaded 2-year, apartment complex venture from start of construction
through 97% economic occupancy and culminating in its sale by applying
expert asset and operational management.
BCN Development, Denver, CO ( (3 years)
Developer of high rise luxury condominiums in Denver, Houston, Reno and
Sacramento.
Chief Financial Officer/COO
Coordinated the sale of condominiums and operational management as well as
ultimate sale of retail centers. Conducted commercial office and apartment
complex acquisition analysis, created cost models, and anchored loan
negotiations and originations. Communicated daily with lenders and venture
partners. Managed insurance, risk programs, and employee benefits. Liaised
with legal advisors.
Key Highlights:
. Orchestrated corporate and project strategic planning and implementation,
developing budgets and monitoring costs and revenues. Oversaw accounting
systems, internal controls and had daily interaction with construction
lenders.
Charles
r. swain, CPA ( Page 2 ( **.***@**********.***
ADDITIONAL PROFESSIONAL HISTORY
dutch property Investments, LTD. / DUTCH PROPERTY MANAGEMENT, LTD, Denver,
CO (
Chief Financial Officer/Chief Operating Officer (over 10 years)
Coordinated and oversaw all asset management, accounting, financial and
internal control functions for 104 operating entities both domestic and
foreign and the real estate venture operations including over 25
multifamily properties for a group of high level real estate investors that
were primarily public companies from Western Europe. Provided direct
property management for multifamily residential complexes, commercial
office buildings, warehouse industrial parks and retail centers in multiple
states. Achieved year to year increases in value for all properties
through strong proactive management of operations. Coordinated all tax
compliance, tax planning and financial reporting while simultaneously
meeting the investment goals of the investor groups. Also managed and
coordinated all legal needs, cash management, banking relationships, risk
management, human resources and construction/improvement projects. Travel
throughout the USA and to Western Europe to meet and/or plan with
principals, investors, and managing boards was routine.
. Played an instrumental role in the retention and enhancement of a sales
contract through creative solution development and transaction
management. Netted a 20% sales price increase for package of 13 real
estate projects by successfully restructuring sale in a matter of hours
after contract negotiations had collapsed due to potential buyers' tax
issues.
. Achieved significant growth in net operating income as the result of an
excellent and unique asset / operational management approach including
aggressive and practical budgeting resulting in boosting value of real
estate projects.
. Improved the accuracy and timely reporting of financial performance with
the establishment of a highly effective internal control structure and
highly functional accountimg systems that were accurate and efficient.
. Boosted quality of property sales contracts through expert structuring.
. Enhanced efficiency and accuracy of accounting operations with the design
and implementation of an accounting software system that facilitated
management of real estate joint ventures, partnerships, and US / foreign
corporations totaling more than 100 entities.
Career Note: Public Accounting Experience includes Stone Gray & Company and
at Deloitte and Touch Licensed CPA.
EDUCATION
Graduate Studies in Business Administration and Accounting
Colorado State University, Ft. Collins, CO
Bachelor of Science
Colorado State University, Ft. Collins, CO
Physical Sciences, Mathematics, Accounting, Business