Experience

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  Powell steel corporation

  May 1995 - Dec 2011

  Corporate controller

  • Senior financial executive responsible for gathering, developing, and presenting all critical financial data (historical and projected) for the development of business plans, analysis of results, and establishing qualifications with lending institutions• Established financial reporting and cost accounting for multiple companies and divisions• Acquired financing and equipment for company growth - $2M to $30M in sales and expansion of workforce from 12 to 118 employees • Acquired, maintained, and favorably re-negotiated a $3.5M credit line and long-term financing with multiple financial institutions as well as the procurement of $965,000 of preferred stock. • Managed cash flow without a line of credit for three years. Managed to meet payroll and taxes, while collaborating with vendors and contractors • Developed report using Fab Suite production software to report pieces and tonnage fabricated daily, weekly, and monthly. Reduced fabrication process from 25 to 13-man hours per ton • Obtained and maintained certification of company as Minority Business in multiple mid-Atlantic states, metropolitan areas, and key governmental agencies • Created union company – extensive experience in meeting needs of union and non-union regulations on contract-by-contract basis • Instrumental in acquiring land and working with community planner for industrial rezoning. • Procured insurances and analyzed risk management • Prepared quarterly payroll and other tax returns, preparation of budgets along with monthly variance reporting• Implemented and reported Davis Bacon, Section 125 Cafeteria, and 401K plans• Handled general ledger, fixed asset reporting, and job costing, supervised accounts receivable, accounts payable, and inventory.Additional Titles Held:Corporate Controller, Steel Fab Enterprises, Inc., Lancaster, PAAccountant, S.S., Fisher Steel Corporation, Lancaster, PA Show less

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  Steel fab enterprises inc

  Jan 2012 - Sept 2013

  Corporate controller

  • Spearheaded all corporate accounting functions and hired a new staff to accommodate 40% growth in the first year • Prepared financial statements and budgets, for multiple companies. Analyzed, and compared job costs, accumulated, and applied overhead costs by job and division utilizing GAAP • Reported on profit margins and variances to the president • Slashed number of days to close financial statements from 40 to 20 days• Handled negotiations with bank and bonding company to increase credit line and bonding limits • Managed cash flow; maintained general ledger, fixed asset reporting, and job costing• Negotiated contracts and procured required insurance, bonding, licensing and payroll reporting in multiple states. • Supervised accounts receivable, accounts payable, and payroll; signed up new employees, explained and administered benefit packages; plan administrator of Salary Savings Plan which included 401K, and prevailing wage pension benefits. Show less

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  Powell steel corporation

  Sept 2013 - Jan 2014

  Controller

  * Created pro forma financial statements (balance sheet, income statement, and statement of cash flow) to investors and the bank reflecting proposed changes to help company emerge from bankruptcy. * Prepared financial statements, budgets, calculated overhead and prepared job cost reports. * Supervised accounts receivable, accounts payable, and payroll. * Prepared financial reports to bankruptcy court and bank.

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  Hdc midatlantic

  May 2014 - Aug 2024

  • Developed and implemented strategies to maximize financial and operational performance• Conducted financial analysis of 72 Affordable Properties – over 3,450 units• Spearheaded application of three grants from Pennsylvania Housing Financing Agency (PHFA) and Neighborworks America for over $3M• Led HDC financial team of investors, syndicators, and financial institutions to permanent financial closing for properties in 4% and 9% LIHTC construction deals• Modeled a risk rating schedule and tailored key performance indicators to measure portfolio results and delivered actionable insights to improve property performance• Initiated a process for reviewing real estate tax assessments and managing tax appeals• Created and implemented an asset management plan to realize owners’ goals and objectives • Identified and mitigated risks associated with property operations and financial performance• Monitored property performance, identifying and preventing problems, worked with Property Management to manage expenses and to maximize cash flow while balancing capital needs, cash reserves, and preserving affordability beyond 15 years • Oversaw the physical condition of the portfolio through periodic site visits. Collaborated with Facilities Management to ensure the long-term preservation and physical standards of excellence of HDC through capital needs planning Show less • Led a team of accountants to guarantee the precision of financial statements in line with GAAP • Designed and executed successful accounting policies and procedures• Supervised accounting operations including generating regular financial reports and maintaining accurate records including overseeing payables, receivables, expense variance, and cash flow• Researched and resolved complex accounting issues• Hired, supervised, trained, and mentored accounting staff, fostering a culture of excellence and ongoing growth Show less

  • Director of Asset Management

    Apr 2020 - Aug 2024

  • Accounting Manager

    May 2014 - Apr 2020
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  Völker

  Jan 2025 - now

  Director of asset management

  * Oversee the physical condition of the portfolio through periodic site visits. Currently,51 properties 2,500 units in 12 states. Identify challenges, issue orders to fix and correct. *Collaborate with Operations and Senior Management to ensure the long-term preservation and physical standard of excellence of Völker through capital needs planning. *Develop 5, 10 and 15-year property plans working with investors, owners and operations on 15-year disposition or re-syndication of properties.* In collaboration with the VP of Property Management work with Accounting, Property Managers and Regional Mangers on developing and approving annual operating budget for properties. *Owners representative for capital expenditures, approve bids for capital improvements/repairs and inspect progress.*Work with Property Management on Third-Party agent selection and evaluation. *Responsibilities include covenant monitoring, maintenance, and refinancing.*Calculate and budget surplus cash calculations report to owner. *Work as a liaison for State Agencies, Lenders, Investors and leadership team. Show less