Manager Real Estate
Resume:
Ken Pelan, MBA, CPA
*********@*****.***
Dallas Texas 75248
Summary of Qualifications.
. GAAP and SEC financial reporting.
. Recognized for financial analysis and financial pricing models.
Negotiated several multi-year service agreements with Ford, Jaguar and
LandRover. Contracts exceeded $100,000,000.
. Debt covenant calculations
. Prepared capital calls and distributions to limited partners.
. Prepared partnership, corporate, individual, and franchise tax returns.
. Developed Sarbanes Oxley (SOX) and ISO 9001 documentation.
. Senior manager at Big 4 firm (E&Y). CPA license current in Texas.
. Budget and forecasting models.
. Responsible for IPO preparation.
Experience
VCPHCS, LP. Dallas Texas
2007-2010
Accounting Manager: private equity firm acquiring addiction treatment
centers.
Vantage Capital is comprised of 20 clinics, eight real estate properties
and two corporate locations. Each clinic was a separate legal entity.
. Built and managed accounting department: systems, tax and
consolidation reporting.
. Responsible for cash management, accounts payable, taxes and monthly
financial reporting for all entities.
. Monthly reports included individual as well as consolidated balance
sheets, income statements, statement of cash flows and a monthly
detailed P+L variance report for each individual clinic.
. Managed the financial audit and coordinated tax preparation. Directed
the accounting for partnership interests, and prepared partner
distributions.
. Compliance reporting for Senior and Mezzanine loans and monitored
payments, debt covenant calculations
. Acquisition entries for purchased entities.
. Microsoft Dynamics SL and FRx software. Hands on involvement for all
accounting issues (SFAS 123R FIN48), cash management and hedging
swaps.
SOWELL & CO. Dallas Texas
2005-2007
Accounting manager:Family owned Investment Company: real estate, oil and
gas, aircraft, private equity and venture capital.
for manufacturer and distributor cylinder gas
. Managed tax and accounting for 120 entities partnerships, corporate,
estate and trust, individuals.
. Analyzed real estate partnerships, business aircraft, and private equity
and venture capital proposals.
. Risk management: procured liability, D+O, workers comp, auto insurance
policies.
. Cash management. Reduced analysis fees and increased earned interest.
CITIGROUP (formerly The Associates) Dallas Texas
1998-2005
Accounting manager ($125,000,000 credit card cross sell unit of Citigroup).
and United States Auto Club (USAC)
. Supervised preparation of financial reporting: including forecasting,
variance analysis.
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*********@*****.***
Presentations and reports to Senior Management.
Call center operations: developed metrics and reporting.
Awarded President's Association for developing pricing model.
Structured commission agreements with a 15% return marketing to
membership files.
Marketing analysis: response rates, profitability of various marketing
channels: telemarketing, statement marketing. New product pricing for
variety of cross-sell products.
Sarbanes-Oxley documentation experience. Documented process and achieved
ISO 9001-2000 certification.
PROVIDACARE, Dallas Texas
1996-1998
Accounting manager- start up company for call center affiliate of
Presbyterian Hospital.
Banking, financing, accounting and financial reporting for call center.
Negotiated contracts for computer and telecommunications upgrades.
Project costing.
Selected employee benefit providers and risk management.
Call center operations: metrics and reporting.
. Negotiated contracts for computer/telecommunications upgrades. Saving
$1.5 MM/year.
DEAN WITTER, DISCOVER & Co New York, N.Y.
1995-1996
Accounting Controller-Capital Markets Group-Publicly traded syndicated real
estate.
. Preparation and review of SEC filings (10K and 10Q).18 partnerships with
36 properties.
. Planning and implementing tax strategy for all federal and state
partnership tax returns.
. Prepared responses to SEC comment letters.
INTEGRATED RESOURCES Inc, New York, N.Y.
1991-1995
Controller- real estate company in bankruptcy.
. Developed computer model for asset valuation system, implemented cash
flow, present value, and loan amortization schedules.
. Preparation and review of SEC filings. Partnership taxes.
. Directed 38 member accounting department, provided management valuations
for sale of real estate assets
Computer Skills
Excel (including macros) Access Solomon FRx PowerPoint
PeopleSoft
Hyperion-Essbase JD Edwards
Macola
Academic Profile
M.B.A, ACCOUNTING AND FINANCE
Lubin Graduate School of Business, Pace University, New York City
SEC Reporting: completed SEC reporting course administered by AICPA June
2010
Accounting Adjunct Professor University of Phoenix 2005-2007
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