Caite Corripio, NBC-HWC

Experience

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  Mortgage and Realty Trust

  May 1987 - May 1993

  Assistant Vice President/Accountant
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  Lashner, Rush & Associates

  May 1993 - May 1995

  Senior Consultant/Consultant

  Lead team of consultants in assisting institutional owners of commercial real estate to improve the value and performance of their investment. Assisted in the continuing development of firm's transitioning due diligence and performance evaluation services. Trained and developed employees as they reviewed tenant leases for financial clauses. Analyzed facility's prior years' expenses and determined methods for reduction. Adapted financial models to review client billings and collections methods. Issued recommendations for improvement to senior financial mangers. Ensured engagements were completed within strict time and budget constraints. Created comprehensive procedures and training manual for new employees. Show less

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  Paramount Real Estate Services, Inc

  Aug 1995 - Apr 2000

  Chief Financial Officer/Vice President/Controller

  Managed Accounting, Information Systems, Human Resources and Administrative support for a national property management company.Supervised centralized accounting functions, tenant lease administration, payroll, fixed assets and insurance administration for approximately 60 managed properties. Perform Asset and Property Management functions. Conduct semi-annual presentation to stockholders; weekly meetings with President and Vice President for strategic planning sessions. Assist in preparation of property budgets and corporate business plan. Perform analysis and special projects regarding the corporation's historical and projected financial information. Maintain team environments through open communications and motivation. Show less

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  Caite Corripio, CPA

  Apr 2000 - Nov 2005

  Consultant

  Worked with several national real estate companies on an independent contractor basis: assisting in lease audits; installation of new property management software and data conversion; writing policy and procedures manuals.

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  Phoenix Realty Management, LLC

  Nov 2005 - Dec 2008

  Chief Operating Officer

  Property and Asset Management of Retail, Office and Self Storage facilities throughout Florida. Work with owners to understand goals of assets; develop budgets; and implement revenue management and expense controls of each property. Implement detailed lease administration program which monitors critical dates; tenant relations and retention program; tenant welcome package and building manual. Bidding and negotiation of vendor contracts. Monitor and evaluate CAM reconciliation process. Assist in due diligence of property acquisitions through site visits, feasibility analysis and proforma review. Interface with developer in site selection and layout; security and signage criteria and proposals; transition plan from construction to property operations; and assist with coordinating tenant improvements. Work with insurance brokers to ensure assets are adequately insured. Review of annual real estate tax bills. Produce detailed monthly financial package including: executive summary; detailed financial statements; bank reconciliations; and supporting schedules. Show less

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  Optimus Advisory Services/Florida Self Storage Association

  Jan 2009 - Aug 2010

  President

  • Contracted to turn around deteriorating Association. Analyzed issues, facilitated establishment of critical goals and objectives, prepared detailed remediation plans, managed and executed recovery plan to successfully overachieve goals well under timeline established.• Developed annual budget; produced monthly financial statements with detailed reporting; and set up strict reporting procedures with annual review by external CPA to promote transparency to membership. • Facilitated and coached Board of Directors to identify 7 key priorities and devised corresponding committees to provide feedback for strategic plans. • Revamped programs to promote value-based deliverables for members. • Progressively increased membership over 20% during a recession, through new advertising strategic vision.• Secured over $100,000 in revenue for annual conference through sponsorships, booth sales, and registrations. • Identified and initiated project to amend self storage lien laws in Florida State Legislature to promote $3.5 million in savings per year. • Initiated and executed marketing campaign to raise capital/contributions. Selected lobbyist firms, negotiated contracts, and continually updated Board and Association on project status. • Planned, structured, and implemented monthly training sessions throughout the state by securing sponsorships, negotiating contracts, soliciting speakers, and registering attendees using specific, targeted marketing initiatives.• Organized Symposium for 100 Executives to create a ‘think tank’ and platform of networking opportunities. Secured speakers from REIT’s (CEO and Senior Vice President), as well as additional influential speakers.• Compiled and published quarterly magazine distributing it to 3,500 members. • Orchestrated the project to create a state-of-the-art website and maintained it updated. • Spoke as an Ambassador of the Florida Self Storage Association as a key promoter of the benefits of the membership. Show less

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  WGCompass Realty Companies

  Aug 2010 - Jun 2013

  Chief Financial Officer

  Oversaw financial operations, reporting, and updated internal WGCompass processes.• Reviewed employee responsibilities and made necessary changes to ensure team cohesiveness, proper skill sets, and a sense of challenge and engagement.• Planned collaboratively with Executive team to set strategic goals and objectives.• Increased payroll efficiency resulting in 100% timely reimbursement for all employees.• Successfully collaborated with independent CPA firm to initiate development of control objectives for an SSAE 16 SOC I, Type II Report, resulting on a clean evaluation with no exception reported for two consecutive periods.• Collaborated to migrate company’s 3 in-house servers to the cloud; evaluated, reviewed and executed contract, assisted with file structure development and access of users, and confirmed compliance with SSAE 16 controls.• Progressively and efficiently transitioned from paper-based reporting to electronic reporting and distribution.• Produced and analyzed monthly, quarterly, and annual corporate financial statements with supporting detail regarding key indicators and comparisons for distribution to Principals. • Solicited, analyzed, and secured all employee benefits including annual medical insurance, life insurance, long term disability, 401K plan, flexible spending accounts, and health savings accounts. • Promoted dialogue with clients regarding monthly owner distributions, property cash requirements, cash flow analysis, real estate tax invoicing, and property insurance renewals. • Managed banking, investing, and vendor relationships for both corporate office and clients promoting open communication and ensuring proper recording of transactions. • Established CAM Reconciliation process to ensure accurate billing within appropriate guidelines as required in lease documents. Show less

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  Avison Young

  Jun 2013 - Jul 2021

  Principal - Financial Operations

  Managed the finances of 325 properties, a $50M Revenue. Coordinated accounting, financial reporting, budgeting, and forecasting for approximately 80 clients and coordinated audits. • Consulted Managing Directors on strategic plans, objectives, and financial goals of business lines to implement their vision in a fiscally responsible way.• Oversaw financial records for 2K active commercial leases.• Improved processes by creating cross functional maps and flow charts collaboratively working with business segment leaders.• Merged with 4 acquired companies implementing best practices, robust processes, automated and streamlined processes, and controls to ensure compliance and optimal performance.• Optimized professional development processes and launched strategies increasing engagement and retention.• Spearheaded change management initiatives to reduce employee resistance, blend cultures, and facilitate adaptation to necessary transformations. • Strategically designed institutional reports (monthly, quarterly, and annually) increasing clarity and articulating analysis in investor-centric ways.• Led and promoted exceptional team performance by effectively managing responsibilities, expectations, and relationships while mentoring and developing the staff. Show less

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  Healthy and Vibrant, LLC

  Feb 2015 - now

  Certified Health and Wellness Coach

  Lead a thriving health coaching practice with 20 teams and approximately 65 coaches.• Provide evidence based nutritional and behavioral change guidance with personalized and effective weight loss plans. • Helped over 2,800 clients lose weight and create healthy habits.• Rehabilitated a client who couldn’t work by assisting her to lose weight, balance her blood sugars, return to the work force, and regain control of her lifestyle.• Increased performance level of several business leaders who reported better results at work and increased stamina and focus. • Provide client-centered services with focus on customer satisfaction and success, connecting and developing positive relationships with clients. • Build and train teams of coaches to amplify the impact and reach communities, transforming more lives for the better.• Reached the level of Global Director as an Independent Certified Optavia Coach. Show less