Alice Zerr

Experience

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  Feeney & Associates, PC

  Jan 1994 - Jan 2005

  President/Owner

  Founded a small business positioned to effectively serve the business community with accounting, bookkeeping, business consultation, litigation support, tax services and merger and acquisition analysis. Clients included: Residential Real Estate; Construction; Engineering Services; and others.

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  Restad, LLC

  May 2005 - Nov 2007

  Chief Financial Officer

  With over 1000 FTE across 5 states, Restad is the management company with both operational and real estate holdings in the portfolio.Responsible for the management of accounting department, coordinating corporate tax reporting with outside CPA, annual budgeting, all insurance negotiations, and participate in lease negotiations as well as reviewing expansion opportunities and assisting with facility contractions.

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  GB Capital Holdings, LLC

  Nov 2007 - Jul 2012

  Chief Financial Officer

  GB Capital Holdings functions as the management company for multiple businesses held with this diverse FBO.Leadership and management for the broadly scoped accounting function for 5 distinct lines of business. Directly responsible for the FBO including trust accounting and personal financial matters beyond the business. Serve as a key strategist and decision maker regarding the businesses, family investments, acquisitions, and expansions.

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  Greenstone Management Partners, LLC

  Nov 2012 - now

  Chief Financial Officer

  A private equity backed corporation with substantive investments including real estate, farm operations and water rights. * Work in concert with senior management team, investor group and banking community daily.* Successfully negotiated bridge loan with new investor group to capitalize on asset acquisition opportunity and refinanced it with a leading global agri-finance lending institution.* Effective co-management of farming operations with distributed professional and operational teams.* Responsible for annual business plan and budget and forecasting.* Expertly provide senior management with comprehensive financial reporting, risk management, financial controls and year end tax compliance and audit functions. Includes identification of significant GAAP accounting changes and complex tax situations impacting investors.* Presentations, both formal and informal with investor group; attend, establish strategy, direction and participate actively in quarterly meetings with the Board of Directors.* Collaborate with executive team developing financial modeling by asset class.* Responsible for the day-to-day management of the accounting function for all subsidiaries and operations. * Negotiated amendment for the line of credit facility which increased the line without notable change to the loan covenants or collateral. Negotiated equipment loans to facilitate capital expenditure purchases. Show less