JASON SWATSENBARG

**** **. ******* ******, ***** Falls, Idaho 83404

208-***-**** acuwnc@r.postjobfree.com

SUMMARY

Proven financial executive with 13 years of experience in Real Estate

Private Equity and Family Office companies with record of increasing

returns, increasing portfolio efficiency, reducing costs without layoffs.

Expertise in: Investment (Asset & Portfolio Management), Project &

Corporate Finance, Accounting, Treasury Management, Risk Management, Real

Estate Valuation and Forecasting, Budgeting & Analysis. Additional

strengths include:

. High standards of Ethics & Integrity

. Strong written, verbal & presentation skills

. Leadership by example

. Evaluating & addressing financial exposure

. Solving profit-draining problems

. Rigorous management discipline

PROFESSIONAL EXPERIENCE & ACCOMPLISHMENTS

Chief Operating Officer/Acting General Manager, Riverbend Holdings, June

2012-Present

. Improved portfolio returns from negative to positive through process

improvements, dispositions and development of profitable assets.

. Leader of family office with 10 direct reports, up to 250 employees, more

than $300M of assets.

. Performed variety of roles in organization due to significant staff

turnover.

. Saved Principal $5MM of tax payments through uncovering previous

accounting error.

. Led portfolio and operational restructure to improve returns,

responsiveness to Principal, proactive management of assets, including

asset management, portfolio company operations, reporting, risk

management, forecasting and investment selection.

. Primarily responsible for managing assets in diverse portfolio of real

estate, lending and operating company assets (fully integrated role from

management to accounting and A/P due to company size)

. Led IT infrastructure upgrade, phone system changes, company move,

digitization of records.

. Developed student housing complex in Rexburg, Idaho with projected 14%

IRR ($40MM cost, $25MM debt, $50MM value)

. Involved in Principal's personal projects (including $70M island getaway

purchase) at Principal's request from appraisal of tractor collection to

personal philanthropy to family projects

Chief Operating Officer/V.P.- Asset Management, Lionstone Group, Dec. 2009-

May 2012

. Led asset management ($1.7B of real estate assets) with 9 asset managers

and analysts

. Established procedures for all aspects of day-to-day operations

including:

. Risk Management

. Property Tax, A/R, Utilities Management

. Property Manager (3rd Party management) selection and management

. Annual Budgeting

. CAM Reconciliation Review

. Operational Reporting

. Capital Expenditures Review and Approval

. Performed budgeting/reporting for management company of the Lionstone

Group.

. Saved $100k in operating costs by migrating from antiquated IT

infrastructure to Hosted IT.

. Reduced portfolio operating expenses by 5% ($2.5M) in first 6 months in

asset management.

. Improved portfolio operations by reducing property management providers

from 17 to 10 in 6 months.

. Created tools to facilitate proactive management of leasing and

operations of portfolio.

. Reduced operating costs of management company by more than $1M (16% of

total budget) without layoffs, in first year as COO.

Controller, Lionstone Group, August 2003-December 2009

. Led accounting, reporting, tax planning and compliance for 5 investment

funds with $1.3B of equity and $1.7B of real estate assets (6 audits and

140 tax returns annually).

. Reduced insurance premiums by 43% while creating risk management

processes.

. Reduced tax burdens to investors through structuring legal entities and

acquisitions.

. Established and implemented all accounting, reporting, treasury, risk

management and financing controls as organization grew from 8 people, $8M

of assets to as many as 53 people, $1.7B of assets.

. Performed due diligence with Lionstone team during acquisitions of $1.7B

of real estate

. Negotiated $500M of project level financing.

. Managed annual external audits of each investment fund.

. Supervised staff of up to 12.

. Prepared all budgets and financial reports for management company of the

Lionstone Group.

. Led installation of new accounting system (Microsoft Dynamics GP from

Quickbooks) and new phone system.

. Created 25 new lender relationships following financial crisis.

. Saved $200k in year 1 of transition from PEO to benefits broker and

outsourced payroll.

Auditor, Arthur Andersen LLP and Ernst & Young LLP, Houston, Texas

Ernst & Young Audit Manager (6/02-8/03)

Audit Manager (9/01 - 5/02)

Audit Senior (9/99 - 9/01)

Audit Staff (9/97 - 9/99)

. Effectively managed an annual budget in excess of $1 million which

includes the performing of forecasts and billing and collecting of

invoices

. Supervised all aspects of the audit engagements ranging in size from a

large, public, international contract drilling company to a small medical

research entity

. Extensive experience reviewing the clients' public SEC filings, and

assisting in revisions (Clients included R&B Falcon Corporation, Cliffs

Drilling Company, Petroleum Geo-Services, Grant Geophysical, Inc.,

Weatherford International, Grant Prideco, Inc.)

. Coordinated complex logistical reporting issues with international

locations on 3 engagements including Indonesia, Thailand, Singapore,

Malaysia, United Kingdom, Norway, Nigeria, Venezuela, Ecuador, Canada,

Saudi Arabia, Mexico, Germany, Russia and Colombia.

. Performed various special projects such as comfort letters for debt and

equity offerings, carve-out audits, extensive agreed-upon procedures, no-

default letters and special purpose financial statements

. Assisted in audit of a large first year, decentralized, multi-location

client.

EDUCATION, CERTIFICATIONS & PERSONAL

. B.S., M.Acc., Brigham Young University, Graduation April 1997

. Certified Public Accountant, Texas License #075923

. LDS Mission, Houston, Texas, 1991-1993

. Eagle Scout

. Enjoy sports, reading, movies, golf, family

Contact this candidate