Real Estate Customer Service

Jonathan H. Appel

*** ********** *** #***, ***** Plains, NY 10605 914-***-****

*******@*****.*** ( www.linkedin.com/in/jonathanappel

CFO / Controller

Senior financial executive with broad based experience in construction,

real estate development, manufacturing and services industries. Cost

control and managing rapid corporate growth. Familiarity with union,

surety and lender compliance, certified payrolls, Work-In-Progress

schedules, AIA documents. Expertise on GAAP, tax reporting requirements,

percentage-of-completion accounting method. Small Company expert. Advanced

user of QuickBooks (including Enterprise); Sage 50; Sage 100; Sage 300;

Timberline; Master Builder; Peachtree; SAS; CAPS; all components of MS

Office Suite (Word; Excel; PowerPoint; Access; Publisher) and many other

accounting & financial packages.

Career History

JHA Consulting Group, Principal

2011-Present

. Revised business plan verbiage and completely overhauled the

financials, historic, present and pro forma, for North American

Nutritional Supplements company.

. As interim CFO with NYC Construction Management firm, set up

accounting and computer systems.

. As acting CFO for an $80MM national general contracting firm, assisted

in year-end close, audit, six month statements and software

conversion.

. Consulted on Business Plan for roll-out of 10 store retail wellness/

cosmetic centers.

. Responsible for year-end closing for many properties and several major

Construction Loan closings for NYC Property Manager/Developer.

. Consulted as assistant to CFO for $300MM MEP contractor/general

contractor.

. Assisted in year-end financial statement preparation including

notes for outside auditors.

. Wrote new policies and procedures, Oversaw Risk Management and

insurance requirements; helped in securing new insurance post-

merger, writing RFP for multiple brokers, putting together

renewal packages, interviewing and negotiating with brokers.

. Devised and implemented new procedures for sub-contractor

insurance requirements in contracts, for tracking sub-contractor

Certificates of Insurance and of information management for

insurance claims.

Evans & Paul LLC, Chief Financial Officer

2010

CFO just prior to private equity investment for $7MM manufacturer/installer

of solid surface solutions.

. Responsible for all monthly and quarterly reports to private equity

firm, bankers & lenders.

. Ensured that all loan covenants were met on a monthly basis.

. Researched, identified and began implementation of first integrated

ERP system.

. Created employee manual. Developed policies and sales & marketing

procedures resulting in a 100% increase in revenues over a six month

period.

Ascend Group LLC, Vice President Finance / CFO

2005-2010

CFO for New York City Real Estate Developer of luxury condominium projects.

. Performed analysis for profitability of new projects and returns for

investors.

. Oversaw financing requirements, accounting and funding requests of

multiple condominium developments ($55MM to $275MM).

. Responsible for compliance with primary and mezzanine lender reporting

requirements and liaison with outside professionals.

. Managed intercompany transactions among seven project entities and one

affiliated real estate management company.

. Set up accounting and computer systems for real estate developer;

assisted in training and oversight of related management company.

Authored company's Employee and Procedure Manuals.

Jonathan H. Appel 914-***-**** ( *******@*****.***

Page 2

CJA Enterprises Ltd., Consultant

2004-2005

. Produced pro-forma financial statements and schedules (seven years)

with investment banking firm for $100MM hotel casino venture.

Indicated profit and exit strategy potentials, securing investment for

the client.

. Created company structure for post seed international start-up

manufacturer/wholesaler. Acted as interim Chief Financial Officer.

. Reengineered financial statements of multi-state corporation for

possible company sale.

. As interim controller, partnered with internal staff to complete year

end close for $25MM construction subcontractor.

Ecker Window Corp., Vice President / CFO

1998-2004 Supervised and oversaw accounting and office staff for $20MM+

window and door subcontractor.

. Responsible for all federal and state tax reporting for three

corporations.

. Prepared working trial balance and adjusting entries for independent

auditors.

. Determined capital expenditure needs; performed cost benefit analysis

of lease vs. purchase.

. Administered union reports for union payroll, compliance with union

and governmental requirements.

. Directed all human resources functions. Trained staff on in-house

computer systems.

. Instituted weekly job costing analyses with estimates. Saved the

company $650,000 by identifying erroneous postings to job costs and

unchecked purchasing and instituting new purchasing and posting

requirements.

. Instituted a new policy requiring purchase orders and approvals. Job

costs were reduced an average of 10% on retrofit jobs, $2+M, and 20%

on new construction jobs, saving $2.8M.

Pak Mail Centers of America, Principal of Franchise

1992-1998 Opened, ran, and oversaw company growth to top 10% of all Pak

Mail stores, one of the top rated international franchises in the Business

Support Services field.

. Oversaw full business from lease negotiation through hiring personnel,

vendor contracts, customer service, accounting & tax preparation, and

advertising & marketing decisions.

Previous Experience

Controller and Systems Administrator for two HVAC subcontractors and

service companies ($8MM - $17MM)

Tax Manager and Senior Auditor for CPA firm

Professional Affiliations

Construction Financial Management Association (Member - Board of Directors,

New York City Chapter and Westchester/Fairfield Chapter (1986-2003 & 2006-

2007); Institute of Management Accountants (1978-2003); Institute of

Management Accountants Controllers' Council (1985-2003); The FENG (2011-

Present)

Education

MBA, Accounting ( Pace University, New York

BS, Accounting ( State University of New York

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