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Financial Analyst Project Manager

Charlotte, NC
June 26, 2022

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Marc A. Peterman 248-***-**** Charlotte, NC 28277


Chief Financial Officer Executive Vice President Vice President, Finance Highly committed, analytical, and data-driven Finance Executive with strong ability delivering financial & operating results, revenue generation & profitability, and executive-level decision making. Strong qualifications in developing and implementing financial controls and processes in addition to productivity improvements and change management. Possess solid leadership, communication, and people skills, capable of resolving multiple and complex (financial, legal, operational, sales, human resources) issues to motivate team to best performance.


EJZ Real Estate Consulting, Charlotte, NC 2021 – Present Director of Asset Management, Acquisitions, Accounting, Finance & IT

Successfully build a growing team of professionals in real estate accounting, finance, HR, IT, acquisitions, and management.

Prepare detailed financial models, quantitative and qualitative analyses.

Develop new financials systems, policies, and procedures to increase visibility, drive cost-reduction and enhance operating efficiencies across the business.

Provide leadership in developing the continuous evaluation of short and long-term strategic financial objectives.

Overseeing cash flow, cash management, working capital, and company audits.

Prepare financial statements, budgets, forecasts, and reporting for lenders and investors.

Project Manager and lead for implementation of ERP systems.

Maximize the value of corporate real estate.

Team Building & Performance Improvement Budgeting & Cost Management

Corporate & Investment Finance Contract Negotiations & Strategic Alliances

Profitability & Cost Analysis Business & Financial Operations

Growth & Expansion Strategies Systems & Technology Utilization

FP&A Mergers, Acquisitions & Dispositions

Due Diligence & Risk Mitigation

Asset/Property Management

PE & JV Reporting

Yardi, MRI, RM, MA, AX, QB, SAP, NetSuite,

SAP, AppFolio, Intacct

Business Development & Revenue Growth

GAAP & IFRS Accounting

Investor Relations

Debt & Equity

Section 8, LIHTC, Senior Living


M. SHAPIRO REAL ESTATE GROUP, Farmington Hills, MI 2016 – 2020 VP of Finance (CFO)

Created multi-year financial P&L forecasting models used by clients, investors, lenders, and internal departments to evaluate existing and future state of business.

Developed and implemented automated financial reporting process based on industry best practices, supplying valuable insight, and ensuring lender compliance.

Supervised revenue generation, expenditures, department budgets, and strategic planning. Ensured business lines run within budget, met revenue and expense projections, and met NOI and/or EBITDA targets.

Delivered multimillion-dollar savings, using informed investment decisions, elimination of redundant resources, and centralization of accounting, HR, operations, and IT departments into shared service function.

Led team in implementing enterprise wide AvidXchange A/P software with Rent Manager, QuickBooks, AppFolio.

Acquisitions and dispositions of assets spanning all verticals of RE. RHP PROPERTIES, INC., Farmington Hills, MI 2012 – 2016 VP of Finance

Collaborated with President, CEO, and members of team to supply consultative support to planning initiatives through financial and management information analysis, reports, and recommendations.

Developed and implemented finance, accounting, billing, and auditing procedures.

Implemented process and procedures to ensure prompt and correct preparation of financial statements, financial reports, special analysis, and information reports used by Executive Team, lenders, and investors.

Analyzed cash flow, cost control and expenses. Interpret financial statements and found potential weaknesses and supplied recommendations for solutions.

Key team member that helped plan and implement Growth & Profitability Strategy.

Acquisitions and Development of new and existing MHC’s/MF. SINGH MANAGEMENT CO., West Bloomfield, MI 2010 – 2012 Assistant Controller

Supervised A/P, A/R, Payroll departments.

Responsible in overseeing accounting procedures, internal controls (implementing, monitoring, enhancing), and DB management.

Implemented audit workflow to assure that all accounting transactions were appropriately authorized.

Led the reporting and integrity for invested assets in bonds, mortgage loans and LLP’s/LLC’s.

Successfully implemented Yardi Operating System across all verticals from MRI. 3

HEADWATERS, INC., Wixom, MI 2005 – 2010

Senior Financial Analyst & Accountant

Successfully helped develop a profitability/financial viability model of company’s vast operations securing $24.9 million in annualized expense reductions.

Key member in creating best staffing model for verticals, resulting in annual payroll savings of 20.3%.

Produced annual budgets and forecasts exceeding $400 million in revenue on a departmental, segment and joint basis working with functional department heads and senior management.

Created NPV, IRR, discount cash flow, and ROI models for evaluating financial impacts of new products and potential investments. NATIONAL CITY BANK, NA (PNC BANK), Chicago, IL/Detroit, MI 1997 – 2005 Real Estate Analyst & Accountant

Compiled UW to aid with multi-year planning, hold-sell decisions, financings, leasing, and value-add strategies.

Aided in capital events, acquisitions, dispositions, due diligence, property business plans, and monthly/quarterly reporting.

Worked with investors in various roles, including real estate portfolio strategy, investment strategy and analysis, asset management, and project budgeting.

Supported the external appraisal process and completed internal valuations, while working across in-house departments, including transactions and research. EDUCATION & CREDENTIALS

BBA, Accounting & Finance, FLORIDA STATE UNIVERSITY, Tallahassee, FL

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