Alicea Caccavo
*** ***** ******, ****** *****, CA 92075
858-***-**** l du1ogo@r.postjobfree.com
Executive Summary
Highly motivated and accomplished individual with experience in Commercial Real Estate, Project Management and Accounting. Advanced skills in a wide variety of software applications, including Microsoft Excel, Word, Outlook, QuickBooks and various databases.
Core Competencies
* Value/Financial Analysis
* Commercial Real Estate Site Selection
* Business Development
* Project and Research Management
* Account Management
* Computer Proficient
* Lead Development
* Solid verbal and written communications
* Client/Employee Relations
* Accounts Payable/Receivable
* Internal and External Customer Service
Accomplishments
Research and Analysis
* Evaluated investment potential on businesses for sale
* Analyzed lease vs. purchase options for real estate transactions
* Determined space options for clients, negotiated lease terms and oversaw tenant improvements
* Current California and New Jersey Real Estate license holder
Product Development
* Led team in research and development for the positioning, pricing, advertising, sales forecasts and promotional aspects for successful new start up eatery
* Assessed proposed accounting system structures and converted acquired company's system to QuickBooks
Office Management/Human Resources
* Formed and led two successful business ventures
* Created and implemented office procedures including: accounts payable/receivable system, recruitment, payroll, insurance benefits, financial reporting and marketing
Professional Experience
Associate Director Corporate Advisory Services
KW Commercial
July 2011 to Current
12780 High Bluff Drive, Suite 130, San Diego, CA 92130
Tenant Representative for the Commercial side of Keller Williams
* Generate and develop leads for space acquisition for office, retail and industrial in the San Diego area
* Assists Directors to capture referrals from agents and to develop the Commercial arm of the Carmel Valley/Del Mar office
* Conducts introduction meetings and research of business concepts to determine client needs/wants
* Prepares Letters of Intent, negotiation of lease terms, and oversees tenant improvements
* Executes lease vs. purchase options for commercial real estate opportunities
* Maintains database and record of all client and vendor contacts; prepare and follow up on all invoicing and commission statements
Owner/ CFO
C Coin, LLC
November 2009 to Current
4150 Mission Boulevard, Suite 113, San Diego, CA 92109
DBA Diego’s Dogs & Sliders, a food and beverage restaurant utilizing QuickBooks Pro 2011
* Financial Reporting: Prepare timely and accurate financial statements; provide monthly/quarterly reports as needed; monitor deviations from budget; ensure that all quarterly and yearly taxes are paid on time; consult with outside accountant annually to obtain favorable tax status; investigate funding opportunities as necessary
* Accounts Payable: Establish and maintain chart of accounts for vendors; check invoices for accurate extensions and assignments; pay verified bills; enter all COD invoices; monitor cash flow status; research and correct problem accounts; conduct and oversee maintenance of invoice files
* Accounts Receivable: Establish new accounts; verify and process credit card merchant deposits; calculate, track and enter weekly cash deposits
* Employee Records and Payroll: Establish and maintain records for new employees; ensure all employees have food handler training documentation; enter bi-weekly payroll into books; answer staff questions on payroll and benefits
* Money-Handling and Banking: Prepare bank deposits and enter daily receipts; reconcile bank statements; research and correct discrepancies
* Technology and Office Coordination: backup all data; review and update systems used for computer hardware and software, including Aldelo Point of Sales system; conduct the purchasing and tracking of office supplies; maintain all internal files
Marketing: research and initiate marketing pieces; maintain social marketing avenues
Research Analyst
Steelpoint Capital Partners, LP
September 2009 to July 2011
420 Stevens Avenue, Suite 370, Solana Beach, CA 92075
* Developed and implemented bookkeeping system, including establishment of the Chart of Accounts, General Ledger, Profit /Loss Statements and Balance Sheet, utilizing Quick books
* Prepared business plans, sales forecasts, marketing, positioning and pricing for startup ventures
* Performed analysis to determine financial viability of lease vs. purchase options
* Reported and consolidated company financial performance and lease terms
Office Manager
To the Tee Golf
July 2008 to September 2009
25 Club Road, Newton, NJ 07860
* Established and maintained all financial data utilizing QuickBooks
* Established database and maintained records for all students
* Addressed queries from current and potential students
* Executed promotional events and created marketing pieces
* Designed and maintained website
Partner/Office Manager
D.N.C., Inc. / Pre-fabricated fireplace company new construction
August 1991 to October 2005
21 West Harrison Place, Livingston, NJ 07039
* Co-founded this subcontracting company
* Instituted and oversaw daily office functions including benefits administration, customer service, order entry and equipment delivery
* Developed all invoicing and bookkeeping procedures utilizing Quicken
* Processed and tracked accounts receivable/ payable, processed payroll and conducted employee recruitment and performance monitoring
* Maintained compliance with Local, State and Federal authorities including preparation of tax filings
Education
Rutgers College, Rutgers University, 1997
New Brunswick, NJ
Major: Psychology
Minor: Sociology
Accounting I and II
Bachelor of Arts
Graduated with Honors; GPA 3.58
Dean’s List Spring 1996
Certified Commercial Investment Member (CCIM), 2011
San Diego, CA
Certified Commercial Investment Member Candidate
Related coursework for commercial real estate investment:
* C101Financial Analysis for Commercial Investment Real Estate
* C103 User Decision Analysis for Commercial Investment Real Estate
* C104 Investment Analysis for Commercial Investment Real Estate
* Require C102 to obtain Designation
Professional Affiliations
Toastmasters International – Vice President of Public Relations representative
North Coast County Networking
Certified Commercial Investment Member (CCIM) San Diego Chapter
Volunteer Work: President/Board Member of the Alpine Beach Association; Treasurer of Alpine Elementary Parent Teacher Organization