Accomplished Financial Leader with proven ability to hire and motivate high performing teams. Experienced commercial real estate finance, portfolio management, and accounting professional. Extensive experience with private and public companies. Creative vision, experience with processes & systems implementation. Excellent communication and presentation skills.
Software: Excel (V-Lookup, Pivot table, Macro), Yardi, JE Edwards, Salesforce, Argus, QuickBooks.
Avenue Homes Los Angeles, CA
Vice President of Finance and Accounting 07.2018 - Present
Effectively control $2-5M cash float for construction A/P and operating purposes. Streamlined all cash management functions, including AP, AR, credit, and payroll.
Influence CEO on all financial matters of the company.
Rebuilt master chart of accounts. Converted cash basis to GAAP.
Streamlined accounting department by hiring, onboarding and leading top-performing team of three.
Initiated and led asset management & accounting system integration/automation. Improved reporting accuracy and reduced inefficiencies by 40%. Create real-time, accurate reports. Dissect business segments comparing current metrics to historical trends.
Improved investor and lender relationships by increasing reporting transparency and timeliness.
Brought on as Controller, promoted to VP of Finance and executive status within 5 months.
Watt Companies Santa Monica, CA
Finance Manager-Capital Markets 12.2017-07.2018
Executed investment strategy with thorough understanding of investment KPIs and metrics. Developed detailed market knowledge for assigned investment markets.
Sourced $150M multifamily acquisitions from identification to closing.
Reported directly to CFO and worked closely with senior management team of the company.
Supported senior management team in restructurings, sales and asset financings.
Developed and performed sophisticated financial modeling in Excel. Underwrote potential projects and communicated rationale for investment. Improved efficiency by 40%.
Related Companies Irvine, CA
Regional Financial Reporting & Analysis Manager 07.2015-12.2017
Designed and implemented financial region-wide reporting system, based in Excel, used for monthly, quarterly, and annual reporting to senior management and outside partners ($90MM).
Won nationwide recognition within the company for the system implementation above.
Led annual budgeting process ($85MM revenue) and potential acquisition/ construction analysis.
Monitored each asset’s adherence to budget and capital reserve requirements, worked with regional managers and their teams to take corrective actions where needed.
Led training for regional managers and staff on financial reporting concepts and process.
Worked closely with CFO to design and implement corporate earnings model.
Digital Realty (REIT) Los Angeles, CA
Senior Portfolio Analyst 02.2011-06.2015
Led the implementation of financial reporting software system (Salesforce), improved reporting efficiency by 50%.
Developed financial projection models in Excel, such as revenue modeling and earnings projection schedules.
Provided senior management with pro-forma analysis on the impact on the income statement and balance sheet.
Conducted market research and benchmarking against peer group, leading to implementation of best practices.
Prepared investment analysis for long term datacenter leases.
Reviewed operating expenses across the portfolio in order to identify potential cost saving opportunities. Identified opportunities for increasing operating efficiency which were implemented by senior management.
Assisted with quarterly SEC supplemental reporting.
Pacific Office Properties (REIT) Santa Monica, CA
Consultant & Project Manager 07.2010-02.2011
Built cash-flow models, performed valuations and risk analysis for the core portfolio assets.
Led due diligence projects for potential acquisitions of real estate assets.
Reviewed budgets and reforecasts prepared by asset managers.
Researched market data and trends in order to build financial projections.
Family Business Moscow, Russia
Restructured operations, increasing margin by 30%.
Led negotiations with suppliers, slashed inventory costs by 35%.
Maguire Properties (REIT) Los Angeles, CA
Senior Financial Analyst 02.2005-01.2009
Teamed closely with the CIO and other senior executives on a regular basis while assisting in closing purchase and sales transactions for the REIT assets.
Reviewed annual budgets and monthly reforecasts prepared for the REIT assets by property managers; increased efficiency in analyzing variances by 60%.
Participated in contract negotiations and was able to obtain results desired by the company.
Led reporting to the joint venture partner of the REIT.
Proved ability to manage multiple projects simultaneously and meet deadlines on time-sensitive engagements.
Demonstrated history of rapid promotion based on merit; was promoted twice.
Developed proficiency in ARGUS and Yardi system.
Encore Inc. Los Angeles, CA
Senior Accountant 03.2003-02.2005
Responsible for month-end closing, royalty accounting and preparation of various reports for senior management.
Built cash-flow models and other financial models for senior management reporting.
Reported directly to controller and CFO, led a team of accounting staff of four.
Increased efficiency in month-end reporting by 70%
KPMG LLP Los Angeles, CA
Lead Auditor 09.2001 – 03.2003
Worked on the company's largest clients in insurance, banking, and investment management services industries.
Led several audit engagements. Supervised a team of three staff.
Drafted technical accounting memorandums for partner clearance of complex client reporting transactions.
Planned and developed audit programs, heavily involved in recruiting and staff development.
Certified Public Accountant (CPA), License #110090 (inactive)
Member of California CPA Society
University of Southern California, Marshall School of Business Los Angeles, CA
Master of Business Administration
Member of USC Graduate Real Estate Association
Participated in USC Study Abroad program in Shanghai, China
University of California, Los Angeles Los Angeles, CA
Bachelor of Arts – Economics; Minor - Accounting
Officer of UCLA Undergraduate Accounting Society