As Chief Financial Officer, I lead on the design and execution of strategies to enhance Stakeholder value and elevate operational performance.
Throughout my career, I’ve been recruited for my expertise in Real Estate Development, Property Management, Construction, Hospitality & Entertainment and my skills in negotiating complex multimillion–dollar deals, successfully impacting Finance and Accounting operations.
My background is multidimensional serving as both a Finance partner while simultaneously holding the role of Chief Operating Officer several times.
As a Leader, I build trust and purpose ensuring the articulation of a clear and inspiring vision and transparent path forward with a commitment to inclusive practices and behaviors to support full employee engagement.
Highlights of Experience & Success:
Industry Expertise: Success in the Real Estate development industry—Commercial, Residential, Hospitality, and Retail; Construction, Property Management, Low Income Housing Tax Credits (LIHTC).
Lender Negotiations & Debt Restructuring: Structured the financing for a multibillion–dollar residential Real Estate portfolio with multiple lenders, affordable housing financing instruments, including LIHTC, Tax Exempt Bonds, CBBG; and private investors (HTG).
Broad Operations Leadership: Held broad operational roles with Leadership over functional areas, including Finance and Accounting, Human Resources, Sales, and Marketing.
Finance Leadership: Took over as CFO at the beginning of the economic financial downturn and guided Housing Trust through crisis, renegotiating portfolio terms, restructuring, and maintaining company profitability.
Technology Implementation and System Integration: Drove efficiency, improved accuracy of information, and cut costs. Implemented Hyperion Financial Management (HFM), Concur Expense, Yardi, ADP, MRI and Timberline.More...
Compassion Tax Corporation continues to demonstrate steady growth and positive client feedback. Our tax preparation and financial services have been well-received, with a significant increase in new clients. We have successfully implemented new software to streamline our services, improving efficiency by 20%. Our dedicated team continues to provide exceptional customer service, contributing to our high client retention rate. However, there are opportunities for expansion in untapped markets. We recommend investing in targeted marketing strategies to reach these potential clients. Overall, the financial health of Compassion Tax Corporation is strong and poised for continued growth.More...