Real Estate Project Management

Jason M. Clark, CPA

: 801-***-**** : *****.*********@******.*** : linkedin.com/in/jason-m-clark-cpa

Core Competencies

Financial Reporting

Debt Covenants

Performance Measurement

Internal Controls

Investor Due Diligence

Audit Coordination

Budgeting & Forecasting

Strategic Leadership

Process Improvement

Project Management

Cross-Functional Collaboration

Board-Level Presentations

Compensation Planning

Asset Valuations

Private Equity

Highlighted Success

Executed strategic vision of in sourcing fund administration, yielding $15 million of annual revenue, $10 million of cost savings to investment managers and $4 million of decreased fund expenses.

Developed, trained and mentored 5-person fund accounting team, accounting for $700mm of investor commitments in 2013, into 44-person team, comprised of 12 CPAs and 1 CFA, accounting for $23bn of investor commitments, as of Q4 2023.

Scaled infrastructure by implementing portfolio and investor accounting systems, creating process improvements that reduced fund closing and capital call lead times by 50% (5 days) and 2 weeks of the audit issuance timeline.

Launched new investor portal with KPI performance dashboard providing timely communications and reporting to over 16,000 private fund investors.

Implemented procedures to comply with the CFA Institute’s checklist for calculating performance KPIs in a manner consistent with GIPS for FINRA Regulatory Notice 20-21.

Architected accounting policies, procedures and SOC 1 internal control framework, resulting in a successful readiness assessment with EY and the issuance of SOC 1 reports, both Type I and Type II.

Highlighted Experience

Axia Partners Lehi, UT Jul 2023 – July 2025

Chief Financial Officer

Oversaw accounting, finance, tax and treasury functions for private equity real estate investment management firm.

Streamlined operations and reporting by implementing Yardi commercial real estate software and process improvements.

Directed implementation of management information dashboard for increased transparency and improved decision making.

Forecasted free cash flows and developed budgets for management company, funds, segregated accounts and properties.

Evaluated value-add real estate underwriting models as a voting member of the investment management committee.

Valued commercial real estate using income, cost and market approaches prescribed by generally accepted accounting principles in the United States (GAAP).

Bridge Investment Group Salt Lake City, UT Jul 2013 – May 2023

Managing Director

Headed 65-person team consisting of 1 managing director, 6 directors, 10 vice presidents, 22 associates, 25 analysts and 1 executive assistant, providing full-service alternative fund administration services for all of Bridge’s private funds and segregated accounts.

Directed fund accounting, investor services and fund analytics teams, responsible for the accounting and reporting for 11 investment managers, having a combined $43bn of AUM, 23 funds, 24 segregated accounts, 16k investors and issuing 91 audited financials.

Managed entity-level budget, including forecasting revenue, resource planning, expense management and contract negotiations for ~ $8mm of third-party service provider and SaaS relationships.

Drove the monthly, quarterly and annual financial reporting processes of complex multi-tiered private equity, credit and hedge fund structures, both open and closed-end, containing parallel limited partnerships, SPVs, REITs, blocker corporations, trusts, rated-note structures, co-investments, JVs, SMAs, master funds and multiple offshore feeder sleeves.

Represented reporting and supported Capital Markets during investor due diligence meetings and capital raising initiatives.

Oversaw third-party fund administrators and multiple audit firms, ensuring accurate and timely reporting to investors.

Education & Certification

Arizona State University, B.S., Accountancy W.P. Carey School of Business

Certified Public Accountant New York License 111795

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