Manager Real Estate

James P. Sherwin, Jr.

*** ******* ****** **** 508-***-****

Northborough, MA 01532 Mobile 508-***-****

***********@*****.***

CONTROLLER / FINANCE MANAGER / FINANCIAL ANALYST

Budgeting ● Forecasting ● Expense ● Capital ● Variance Analysis ● Project Accounting

Management Reporting ● Investment Analysis (ROI/IRR/EVA) ● Long Range Planning

Modeling ● Population Reporting ●Decision Support ● Performance Analysis

Account Reconciliation ● Balance Sheet Review ● Staff Management

• Defining characteristics include team player, delivers on commitments, high energy level,

responsive, quality results, ‘can do’ attitude

• Reputation for identifying cost savings and realizing financial results.

• Experienced in organization integration

PROFESSIONAL EXPERIENCE

HEWLETT PACKARD /COMPAQ COMPUTER / DIGITAL EQUIPMENT 08/1992-05/2007

Fiscal Analysis, Reporting & Planning Manager, Marlborough, MA 2002-

2007

Business partner to New England Regional R/E Manager, responsible for development of annual Plan

of Record, decision support analysis, business planning process, analysis of performance against KPI's

in OpEx, CapEx, ResEx, space reduction, population and customer satisfaction. Managed a budget of

$40M OpEx, $5M Capital and $30M ResEx.

Key Result: Achieved OpEx and Space reduction goals of $40M and 1.8M SF

• Quickly and accurately responded to all due diligence requests from brokers and internal and

external attorneys facilitating R/E sales. Result: Generation of $120M in cash

• Conducted “Metro Plans” addressing mid- and long-term real estate requirements for New England,

factoring in Business Unit plans, Workforce forecasts, and Corporate constraints and expectations.

Result: Organized and planned approach to real estate downsizing.

• Timely analysis of FM bid response and subsequent revisions (10), enhancing management’s ability

to quickly evaluate the bids. Result: We obtained our value capture goals of > $1.5M.

Fiscal Analysis, Reporting & Planning Manager, Marlborough, MA 1998-

2002

Business partner to Eastern U.S & Canada R/E Manager, responsible for development of annual Plan

of Record, decision support analysis, business planning process, analysis of performance against KPI's

in OpEx, ResEx, CapEx, space reduction, population and customer satisfaction. Managed a budget of

$80M OpEx, $9M Capital and $60M ResEx.

Key Result: Restructured/disposed of 6M SF of Real Estate, resulting in annual OpEx savings of

$140M

• Provided key support during the merger of Compaq’s and Digital’s Real Estate groups, facilitating

the integration of the organizations with combined budgets of $1.2B. Result: A smooth integration

• Developed organizational overview presentation used as a briefing tool following our group's

reorganization, enhancing new management's understanding. Tool was used for 2 levels of senior

management. Result: Improved understanding of our organization, portfolio and processes by new

management.

• Developed a project status report format and Excel tool for use by our Project Management team.

Result: Consistency in reporting, ease of review and improved communication.

Controller/Finance Manager, Maynard, MA 1996-

1998

Business Partner to Americas Property Manager, responsible for financial management and internal

controls for corporate group providing support to the U.S and Canada workforce of 30k and

management of 15M SF of space. Managed a budget of $250M OpEx, $50M Capital and $100M

ResEx.

Key Result: Maintained a controlled environment during a time of significant organizational change.

• Responsible for review and approval of all R/E lease transaction.

• Managed all financial aspects (expense and capital spending, forecasts, savings and schedule) of over

100 R/E restructuring projects.

• Satisfactory evaluation from Internal Audit review of group.

• Managed the transition of a staff of 6 F/A's from direct reports to members of a shared resource

group.

Finance Manager, Marlborough, MA 1992-

1996

Responsible for financial management and internal controls of internal support group; Managed a

budget of $75M expense and $15M capital.

Key Result: Brought stability back to a position which had been vacant for 9 months.

• Kept budgets flat or lower.

• Key contributor to analysis which lead to group's 1st outsourcing program.

EDUCATION

M.B.A., Business Administration, Babson College

B.S., Computer Systems Management, Bentley College, Highest Honors

B.S., Accounting, Bentley College, Highest Honors

PROFICIENCIES

Excel, PowerPoint, Outlook, Word, SAP, Hyperion Essbase, Business Objects, Brio

QUOTES FROM PERFORMANCE REVIEWS

2006 “continues to be key contributor to the organization”, “instrumental in the development of

strategic plans”, “always takes it upon himself to work issues which will enhance the team’s operational

effectiveness”, “always thinking of ways to simplify the process”, “can always be counted on to

deliver”

2005 “consistently delivers results that meet or exceed expectations”, “strives to simplify processes for

our team as well as our customers”, “well respected and delivers on commitments consistently”, “willing

to do whatever he can for the success of the organization”, “great team player willing to do whatever he

can for the success of the organization”, “When he makes a commitment he always delivers”

2004 “continues to be one of the ‘go to’ folks in the organization”, “demonstrates a high energy level”,

“extremely responsive to many key initiatives”, “recognized by our brokerage team and outside

attorney”

2003 “consistently met all the broker demands for building specific due diligence data required to

market vacant buildings”, “positive feedback from our brokers and HP’s Real Estate Disposition

Program Manager”, “can be counted on to meet schedules and achieve positive results in whatever he

delivers”, “a valued team member”

2002 “done a great job in keeping the organization in tune with Corporate REWS’ plans”, “delivers

quality results in whatever assignments he is given”, “throughout the Compaq to HP transition,

extremely helpful in making it a smooth process”

2001 “key contributor to organization”, “delivered on everything I’ve thrown his way with a ‘can do’

attitude”, “a team player, I highly value his advice and opinions”

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