
Director, Financial Planning & Analysis
Indianapolis, Indiana Area

Director, Financial Planning & Analysis
Indianapolis, Indiana Area
Real Estate (financial analysis and accounting), Financial Consulting, Business Management, Financial Audit, Sarbanes-Oxley
(Partnership; 1-10 employees; Accounting industry)
November 2006 — Present (2 years 9 months)
I am the president and CEO of this company. I also work as a CPA/Controller to our clients.
(Public Company; 10,001 or more employees; SNS; Restaurants industry)
February 2005 — Present (4 years 6 months)
Responsible for planning and forecasting, as well as new development, acquisition and disposition, and new product analysis.
(Public Company; Real Estate industry)
March 2004 — February 2005 (1 year)
Responsible for preparing pro forma statements and cash flows calculating the expected returns of new developments, renovations to and acquisitions of commercial real estate properties including the calculation of incremental rents, expense recoveries, and capitalized costs related to these projects. Coordinate various departments including development, construction, leasing, financing, and accounting to ensure that all issues of the projects are properly identified and reflected in the analysis.
(Partnership; 10,001 or more employees; KPMG; Accounting industry)
August 1999 — March 2004 (4 years 8 months)
Coordinate and perform financial statement audits for approximately 12-15 clients in the real estate, retail, manufacturing, and public services industries with a focus on commercial real estate management and development and employee benefit plans. This includes serving as the main client contact while in the field, supervising 1-3 staff for each engagement, and completing and/or reviewing all workpapers.
Assisted in the Initial Public Offering of a Real Estate Investment Trust in Indianapolis. Completed and /or assisted in the preparation and review of the SEC filings for three public companies each year I have been with the firm including quarterly and annual financial statement filings and various debt and equity offerings.
I developed the firm's Control Assessment Template for real estate. This template is the tool utilized nationwide by the firm for all real estate clients to whom KPMG provides assistance services related to Section 404 of the Sarbanes-Oxley Act.
(Privately Held; 1-10 employees; Machinery industry)
August 1999 — August 1999 (1 month)
Created financial projection utilizing discounted future cash flows to determine future lost profits for the client in a multi-million dollar legal case.
(Partnership; 10,001 or more employees; C&L; Accounting industry)
January 1998 — April 1998 (4 months)
Assisted in the performance of financial statement audits of clients in the insurance, manufacturing, real estate, and banking industries by utilizing accounting knowledge and strong computer skills related to Microsoft Excel and Microsoft Word.
BA , Accounting , 1995 — 1999
Accounting, Financial Consulting, Golf, Business Management
Indiana CPA Society
International Virtual Assistants Association
Indiana University Mentor