Real Estate Financial Officer

ROBERT BELSTOCK

Los Altos, California ***** • LinkedIn

*********@*****.*** • 650-***-****

Chief Financial Officer

Accounting and Audit Operations / Tax Advisory Services / Government Agencies and Bank Negotiations

Regulatory and Legal Compliance / Communication and Collaboration / Technology, Real Estate, and Non-Profit Organizations

Executive leader, operational strategist, and trusted advisor with over 15+ years of experience in managing a broad range of accounting operations, including preparation and filing of tax returns, reviewing and signing financial statements, and ensuring legal and regulatory compliance. A resourceful and proactive problem solver, Skilled in developing complete finance infrastructure from scratch; training and developing teams to support the financial operations of the organization. Familiar with ASC 320,360, 606, 810, other ASC TAX REVENUE Requirements, GAAP REPORTING requirements

Expert presenter and negotiator with demonstrated success in identifying and implementing innovative solutions for efficiently dealing with complex financial challenges. Proficient in the management of tax-related matters, operations, and regulatory compliance. Possess excellent communication and interpersonal skills to establish collaborative stakeholder relationships.

Areas of Expertise:

Strategic Financial Planning / Leadership

Problem Solving / Crisis Management

Team Leadership and Development

Reports Preparation and Presentation

Contract Development / Negotiations

Representation before government agencies-

Taxation

Operations Management and Support

Resource Allocation and Optimization

External Audits Support / Issue Resolution

XERO, SAP, NET SUITE, ERP, MS Office, QuickBooks

Tax Preparation, Review

Representation-Workman’s compensation

Professional Experience

RMB Real Estate Enterprises LLC – Los Altos, California

Real Estate Managing Partner (2014 to Present)

Achieve business and revenue growth through managing all aspects of sales of properties; including negotiating with lenders, arranging real estate staff training, and working with attorneys for legal contracts.

Handle and execute day-to-day operations of commercial properties. Answer and respond to customer services requests and inquiries. Interact and ensure smooth relationships between contractors and owners. Prepare financial budgets, reports and statements relating to real estate business. Initiate and implement methodologies in managing properties. Contribute expertise while working with agencies and clients on budget, legal, and compliance requirements.

Robert Belstock Consulting – San Jose, California

CPA (1981 to Present)

Oversee the responsibility of managing a broad range of accounting tasks and responsibilities, including financial statement preparation and presentation and reviewing and signing tax returns.

Collaborate with other audit firms to assist in preparation of non-profit tax returns to meet government requirements. Utilize extensive accounting, tax, and compliance experience for representing clients when required in court or at government case hearings. Manage accounting practice, oversee continuing education requirements, and represent clients before government agencies.

Selected Contributions:

Successfully negotiated with banks and government agencies on behalf of clients for achieving desirable results; proven track record of winning all cases for last 40 years.

Collaborated with clients on putting together partnerships, meeting legal requirements, and implementing multiple Software packages. Experience- XERO, SAP, NET SUITE, ERP, Computax, Lacerte, BNA, Ultra Tax software, ASC 740, R&D CREDITS, SOX REQUIREMENTS FOR CORPORATIONS KNOWLEDGE OF IFRS REQUIREMENTS BEING DIFFERENT THAN GAAP.

Earned recognition from senior management for playing an instrumental role in finalizing acquisitions and government settlements of companies.

Additional HR, Audit, and Tax Experience in Athos & Associates, Greenfield, Edwards & Belstock.

Education and Credentials

Certified Public Accountant California

Masters in Taxation Golden Gate University – California

B.S. Accounting; Minor History and Law University of Colorado Boulder

Awards: Somalia Class Men’s Scholarship Honorary; School Finance Commissioner; Athletic Commissioner, Campus Chest Commissioner, AICPA Award

Memberships and Affiliations: Board Member on Corporate and Partnerships Consultant Superintendent for The County of Santa Clara as an Election Officer US Military (Honorable Discharge from US AIR FORCE) Coached Basketball for YMCA Marines Memorial Club-Life Time Member, Oxford Club-Lifetime Member.

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