Real Estate Management
Resume:
Email address
*********@***************.***
First Name Middle Last Name Suffix Maiden Name
Lisa M Annaheim
N/A
Work Phone & Ext Toll Free Phone Fax Phone Home Phone
Cell Phone Pager Personal Web Site Address
Secondary E-mail
*********@***.**.***
Address City, State
Zip
PO Box 351682
Palm Coast FL 32135
Month/Year Hired Month/Year Left Total Years with Company
Jun 1986
Oct 1990 5
Office Division Title
Tampa Audit Senior
Country Other Employment Details
(Previous positions, duties, or fun info)
United States
Intern
1984-1985
Company Name Position
Lowe Enterprises
Vice President
- Shared Accounting Services
Company Web Site
http://lweenterprises.com
Company Size (employees) Est. Company Revenue Industry
251+ Select One Select One
Do you hold any professional certifications
(Separate with commas)
CPA
Other Current Employment Details
(Description of Position)
Birthday Marital Status Spouse's Name Anniversary
Sep 26 Married Jim Kuchenbrod 7/23/94
Children's Names & Ages
c Copyright Andersen Alumni Association 2012. All Rights Reserved.
Lisa Annaheim resume.doc
LISA M. ANNAHEIM
PO Box 351682
Palm Coast, FL 32135
*********@***.**.***
FINANCIAL EXECUTIVE
Experienced, goal-oriented financial officer and CPA with demonstrated track record
achieving company goals and facilitating company growth and profitability. Applied process
and policy expertise to establish efficient, compliant systems for homebuilding companies
and real estate developers. Cash management and government relations skills enhanced
company expansion. Recognized for contributions in executive management decision
processes.
PROFESSIONAL EXPERIENCE
Lowe Destination Development, Inc
. 2005-PresentResort real estate developer
Regional Vice President
of Finance
Provide financial management oversight of resort real estate development projects in
multiple locations
Provide leadership, supervision, training, mentoring and management of the Development
Controllers for real estate projects
Actively participate in and contribute to the management of the decision making process
to meet the return objectives of development projects and their owners
Company liason with national mortgage lenders for resort condominium purchasers for
multiple projects
Responsible for set up and oversight of a shared services accounting operation for
multiple projects and entities
Jim Walter Homes, Inc
., Houston, TX 20042005
National homebuilding company
Regional Vice President
of Finance
Provided financial management for company operating 85 branch locations in over 20 states
Teamed with top line management to assure all operational benchmarks achieved
Directed preparation, accuracy and credibility of division and branch business plans
Monitored compliance with Sarbanes Oxley and GAAP requirements
Managed and liquidated portfolio of 50+ residential and commercial properties
Analyzed financial feasibility of branch locations, participate in land acquisition
negotiations
Analyzed gross margins by product, branch and division, assist in pricing decisions
Validated financial statements for accuracy, review results, and target improvements
Trained, enabled and assisted field personnel on improving profitability
Vail Resorts Development Company, Breckenridge, CO 1999 - 2004Resort real estate
developer
Director of Development, Director
of Finance & Administration
Secured government entitlements, approvals and consents for project development
Managed the development of a 22 lot single family subdivision, with average lot prices of
$550K
Successfully attained approvals for $350 million ski resort base re-development
Performed financial analysis and modeling to confirm project feasibility
Appealed property tax assessments to achieve $1 million annual tax savings
Analyzed lending options for homeowners and selected preferred lenders
Reviewed and executed closing documents for real estate sales transactions
Developed pricing models for 80-unit development -- average $520 per square foot
Analyzed land acquisitions to determine financial feasibility
Developed documents for residential developments -- plats, association documents,
association budgets, and design guidelines
Summit Legend, LLC, Silverthorne, CO 1997 - 1999Real estate developer
and homebuilding company
Chief Financial Officer
Administered financial reporting for multiple companies and projects
Managed accounting functions -- billing, payroll, accounts receivable, bank
reconciliation, job costing, contracts, lien releases, ledger, operating budgets and
financial statements
Managed bank relationships and construction loans for all development projects
Colorado First Construction Co
., Silverthorne, CO 1994 - 1997
General contracting company
Vice President, Finance and Administration
Managed budgeting, financial reporting, cash management, business plan development,
financial analysis and capital expenditures
Controlled cash functions and investments, increased annual interest income 50%+
Established and administered 401(k) plan, developed personnel policy manual
Implemented an integrated project management and accounting software program
Key participant in senior management team
Established policies and procedures for a company that grew in revenues from $20 million
to over $40 million in three years
R.R. Simmons Construction Company, Tampa, FL 1990 - 1993
General contracting company
Accounting Manager
Established financial structure, policies and procedures, managed accounting staff
Coordinated annual external audits and tax return preparation
Arthur Andersen & Co
., Tampa, FL 1984 - 1990
Global financial services accounting and consulting firm
Senior Accountant, Staff Accountant
Analyzed financial information and prepared financial reports
Focused on real estate, construction, financial services, hospitality, business valuation
EDUCATION
Graduate courses for CPA licensure; graduate assistant, University of South Florida
Bachelor of Arts degree
in Accounting (Magna Cum Laude), University of South Florida
CERTIFICATION
Certified Public Accountant, Colorado
American Institute of Certified Public Accountants
Lisa M. Annaheim
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