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Click here or scroll down to respond to this candidate Candidate's Name
Street Address
PHONE NUMBER AVAILABLE EMAIL AVAILABLE
SUMMARY
Proven financial executive with 13 years of experience in Real Estate
Private Equity and Family Office companies with record of increasing
returns, increasing portfolio efficiency, reducing costs without layoffs.
Expertise in: Investment (Asset & Portfolio Management), Project &
Corporate Finance, Accounting, Treasury Management, Risk Management, Real
Estate Valuation and Forecasting, Budgeting & Analysis. Additional
strengths include:
. High standards of Ethics & Integrity
. Strong written, verbal & presentation skills
. Leadership by example
. Evaluating & addressing financial exposure
. Solving profit-draining problems
. Rigorous management discipline
PROFESSIONAL EXPERIENCE & ACCOMPLISHMENTS
Chief Operating Officer/Acting General Manager, Riverbend Holdings, June
2012-Present
. Improved portfolio returns from negative to positive through process
improvements, dispositions and development of profitable assets.
. Leader of family office with 10 direct reports, up to 250 employees, more
than $300M of assets.
. Performed variety of roles in organization due to significant staff
turnover.
. Saved Principal $5MM of tax payments through uncovering previous
accounting error.
. Led portfolio and operational restructure to improve returns,
responsiveness to Principal, proactive management of assets, including
asset management, portfolio company operations, reporting, risk
management, forecasting and investment selection.
. Primarily responsible for managing assets in diverse portfolio of real
estate, lending and operating company assets (fully integrated role from
management to accounting and A/P due to company size)
. Led IT infrastructure upgrade, phone system changes, company move,
digitization of records.
. Developed student housing complex in Rexburg, Idaho with projected 14%
IRR ($40MM cost, $25MM debt, $50MM value)
. Involved in Principal's personal projects (including $70M island getaway
purchase) at Principal's request from appraisal of tractor collection to
personal philanthropy to family projects
Chief Operating Officer/V.P.- Asset Management, Lionstone Group, Dec. 2009-
May 2012
. Led asset management ($1.7B of real estate assets) with 9 asset managers
and analysts
. Established procedures for all aspects of day-to-day operations
including:
. Risk Management
. Property Tax, A/R, Utilities Management
. Property Manager (3rd Party management) selection and management
. Annual Budgeting
. CAM Reconciliation Review
. Operational Reporting
. Capital Expenditures Review and Approval
. Performed budgeting/reporting for management company of the Lionstone
Group.
. Saved $100k in operating costs by migrating from antiquated IT
infrastructure to Hosted IT.
. Reduced portfolio operating expenses by 5% ($2.5M) in first 6 months in
asset management.
. Improved portfolio operations by reducing property management providers
from 17 to 10 in 6 months.
. Created tools to facilitate proactive management of leasing and
operations of portfolio.
. Reduced operating costs of management company by more than $1M (16% of
total budget) without layoffs, in first year as COO.
Controller, Lionstone Group, August 2003-December 2009
. Led accounting, reporting, tax planning and compliance for 5 investment
funds with $1.3B of equity and $1.7B of real estate assets (6 audits and
140 tax returns annually).
. Reduced insurance premiums by 43% while creating risk management
processes.
. Reduced tax burdens to investors through structuring legal entities and
acquisitions.
. Established and implemented all accounting, reporting, treasury, risk
management and financing controls as organization grew from 8 people, $8M
of assets to as many as 53 people, $1.7B of assets.
. Performed due diligence with Lionstone team during acquisitions of $1.7B
of real estate
. Negotiated $500M of project level financing.
. Managed annual external audits of each investment fund.
. Supervised staff of up to 12.
. Prepared all budgets and financial reports for management company of the
Lionstone Group.
. Led installation of new accounting system (Microsoft Dynamics GP from
Quickbooks) and new phone system.
. Created 25 new lender relationships following financial crisis.
. Saved $200k in year 1 of transition from PEO to benefits broker and
outsourced payroll.
Auditor, Arthur Andersen LLP and Ernst & Young LLP, Houston, Texas
Ernst & Young Audit Manager (6/02-8/03)
Audit Manager (9/01 - 5/02)
Audit Senior (9/99 - 9/01)
Audit Staff (9/97 - 9/99)
. Effectively managed an annual budget in excess of $1 million which
includes the performing of forecasts and billing and collecting of
invoices
. Supervised all aspects of the audit engagements ranging in size from a
large, public, international contract drilling company to a small medical
research entity
. Extensive experience reviewing the clients' public SEC filings, and
assisting in revisions (Clients included R&B Falcon Corporation, Cliffs
Drilling Company, Petroleum Geo-Services, Grant Geophysical, Inc.,
Weatherford International, Grant Prideco, Inc.)
. Coordinated complex logistical reporting issues with international
locations on 3 engagements including Indonesia, Thailand, Singapore,
Malaysia, United Kingdom, Norway, Nigeria, Venezuela, Ecuador, Canada,
Saudi Arabia, Mexico, Germany, Russia and Colombia.
. Performed various special projects such as comfort letters for debt and
equity offerings, carve-out audits, extensive agreed-upon procedures, no-
default letters and special purpose financial statements
. Assisted in audit of a large first year, decentralized, multi-location
client.
EDUCATION, CERTIFICATIONS & PERSONAL
. B.S., M.Acc., Brigham Young University, Graduation April 1997
. Certified Public Accountant, Texas License #075923
. LDS Mission, Houston, Texas, 1991-1993
. Eagle Scout
. Enjoy sports, reading, movies, golf, family
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