Nancy Wood, CPA
** ***** ****** ****, ***. E* • Brooklyn, NY 11238 • 718-***-**** Cell 917-***-****
********@*******.***
PROFILE CPA with 15+ years of experience as Controller, Senior Financial Analyst, and AVP
of Finance in diversified corporate environments. Hands-on accounting professional
with a proven track record seeks a senior position offering executive growth.
SUMMARY OF QUALIFICATIONS
Broad-based background in analysis, reporting, budgeting, projections, P&L analysis
Experienced with bank reconciliations, financial statements, tax preparation, annual operating and capital budgeting, quarterly forecasts, and operating/partnership audits
Proficient in sophisticated and complex financial models and tools
Excellent communicator with strong interpersonal and client relations skills
Managerial skill in training and mentoring teams of Financial Analysts
BUSINESS HISTORY
CITIGROUP, New York, NY 11/2010-2/2011
Senior Financial Analyst, Citi Realty Services
Consulting assignment working on budgets and forecasting. Examined and reported on the allocations and charge backs of real estate to the departments within Citigroup.
CB RICHARD ELLIS, New York, NY 8/2010-10/2010
Senior Finance Leader, Strategic Planning Project
Hired for a 3-month project developing cost savings initiatives for a 2 million s.f. occupancy portfolio.
• Analyzed and interpreted 40 leasehold and owned property operating and capital expense profiles
• Interacted with client and real estate professionals to develop cash flow and GAAP financial projections
JONES LANG LASALLE, New York, NY 2007-2009
Senior Financial Analyst – Corporate Services Group (HSBC Account)
Serviced the HSBC Retail portfolio involving 500+ East Coast branches of 3,000-15,000 sf totaling 4.3 million sf.
• Developed financial analyses comparing existing obligations to renewal and relocation options
• Prepared financial analyses including sale-leasebacks using cash flow, GAAP, and IFRS bases
• Conducted due diligence and reviewed prospective subtenants using D&B to verify creditworthiness
• Maintained monthly Surplus Space Reports and Tenant Improvement Allowance Collections Reports
• Developed quarterly Cost Saves Report and worked with Transaction Managers updating this report
• Created an innovative financial template for company's expansion portfolio into TX and CA
HINES INTERESTS LP, New York, NY 2006-2007
Controller
Financial reporting of 3 major NYC Class A office buildings comprised of 2.2+ million sf valued at $1.5 billion.
Supervised accounting staff for review and confirmation of all g/l and budgets during software upgrade.
CUSHMAN & WAKEFIELD, INC., New York, NY 1996-2006
Associate Director (2000-2006)
Provided analytical support to leasing brokers in midtown and downtown Manhattan offices and CT office.
• Conducted sophisticated financial analyses on a net present value and GAAP basis
• Created financial models analyzing lease vs. purchase options, sale-leaseback and build-to-suit scenarios
Senior Financial Analyst (1996-2000)
Prepared financial projections for leasing brokers to present to prospective clients of corporate office space.
• Developed co-location analyses for Thomson Financial involving .5 million sf
• Provided lease comparison analysis for Sprint for office and switch spaces nationwide
• Prepared lease relocation analyses for ABN-AMRO Services Co. involving 250,000 sf
• Created corporate presentations and participated in client meetings
PRUDENTIAL SECURITIES, INC., New York, NY 1994-1995
Associate Vice President – Specialty Finance
Managed the activities of multiple real estate and commodity limited partnerships.
• Ensured integrity of financial data and prepared 10Qs and 10Ks for SEC
• Coordinated audits and tax return preparation with outside accountants
• Prepared tax analysis for investor K-1s and partnership returns
TISHMAN SPEYER PROPERTIES, New York, NY 1993-1994
Property Controller
Supervised accounting and reporting of 3 commercial office buildings of 1 million sf in NYC and Chicago.
• Analyzed cash flow projections using an internal discounted cash flow valuation program
• Reviewed annual operating and partnership level budgets
• Prepared monthly, quarterly, and annual reports including variance analyses
BANQUE INDOSUEZ, New York, NY 1990-1993
Assistant Treasurer – Assistant Controller
• Accounting Department:
- Compiled P&L variance reports for multiple profit centers and reconciled trading and investment securities portfolio
• U.S. Real Estate Group:
- Reviewed 3rd party managing agent reports to prepare analyses for senior management
- Prepared cash flow statements for office, retail, hotel and industrial properties nationwide for consideration by Investment Advisory and Asset Management Groups
- Reviewed historical data and projected income statements for annual budgets
EARLY Assistant Controller, Manhattan Leasing Group, Lynbrook, NY (1989-90)
EXPERIENCE Assistant Controller, FBE Limited, New York, NY (1988-89)
Senior Auditor, Coopers & Lybrand LLP, New York, NY (1985-88)
Performed audits for diverse clients in real estate, communications, consumer products and NFP organizations. Recommended improvements for internal controls and operating procedures.
EDUCATION QUEENS COLLEGE-CUNY, Flushing, NY
B.A. Magna cum laude, Accounting and Information Systems
LICENSING New York State Certified Public Accountant (1987)
New York State Licensed Real Estate Salesperson (current)
AFFILIATIONS Member, NYS Society of CPAs
Co-Founder and Past Treasurer, NYCREW Network
Member, CREW Network
Chair, Cushman & Wakefield Annual March of Dimes Walk America fundraiser (5 years)
SKILLS Microsoft Excel, Word, PowerPoint, MS Project, Argus, JD Edwards, Timberline, Office2, ProCalc, Quickbooks
REFERENCES Available upon request