Work History

Work History
Dec 2009 - Present

Owner

Maxwell & Associates
  • Manage the financial tracking of 66 rental home portfolio.
  • Monthly reporting on home renovation budget vs actual.
  • Track inter-company loans, transfers and swaps.
  • Coordinate regular credit line draws.
  • Prepare monthly financial statements.
  • Monitor, track, and analyze monthly bridge loan mortgages.
  • Create procedure manuals & protocols for inter-company financial operations.
  • Reconcile bank statement, bonds, stocks and mortgage portfolio.
  • Oversee payroll entries
  • Audit and prepare K-1s for year end taxes.
  • Created investor tracker for $40m EB-5 marina construction project.
  • Transitioned client to from Excel/Outlook to fully integrated SalesForce implementation.

Active Client List

  • 4KUS Consulting Group, Inc.
  • Charlotte Harbor Marina, LP
  • Charlotte Harbor Regional Center, LLC
  • Kootenai Associates, LLC
  • Kootenai Lodge Estates, LLC
  • Marzak, Inc
  • Mr T’s Family Foundation, Inc.
  • Onnon Building, LLC
  • Onnon Land, LLC
  • Onnon, LP
  • River Run Associates, LLC
  • Sweet Jazzy Reds, LLC
  • Three Ts & a Y, LLC
Mar 2006 - Nov 2009

Construction Accountant

Milhous Group, LLC

  • Developed accounting system for $130m residential real estate project.
  • Established, prepared and updated construction budgets.
  • Designed job coding system for 42 homes & 10 common buildings.
  • Oversaw monthly payables of $1 – 2 million.
  • Created project wide document imaging solution.
  • Created monthly draw requests for Development & Construction loans.
  • Managed payroll for two entities totaling 25 employees.
  • Prepared monthly bank reconciliations, journal entries, and financial statements.
  • Maintained monthly unit budget forecasting and tracking reports.
  • Processed inter-company funding, transfers, and reconciliations.
Dec 2004 - Dec 2005

Construction Manager (contract)

Rowland Apartments, LLC

  • Maintained financials including payables, receivables, credit lines, and payroll.
  • Supervised budget development and management.
  • Responsible for P&L management, cash flow management and financial and strategic planning.
  • Redirected company’s sales strategy resulting in shorter lead times and increased cash flow.
  • Supervised completion of the punch list.
  • Successfully created document imaging solution resulting in significant enhancements in efficiency, organization and document portability.
  • Improved company organization by developing and implementing new quotation, billing and filing procedures.
Nov 2002 - Dec 2004

Assistant Project Manager / Finance Manager

ESpace, LLC

  • Successfully managed the evaluation and renovation of single family homes for small company.
  • Developed an Excel model for examining purchase opportunities.
  • Reviewed and negotiated terms of purchase and sale agreements.
  • Coordinated the purchasing, delivery and verification of receipt of materials.
  • Scheduled subcontractors and administered quality control protocols.
  • Maintained books and financials including P&L, payables, receivables, and credit line management.
  • Successfully raised $1.6 million in project financing.
  • Simultaneously remodeled multiple distressed properties.
  • Prepared and maintained project summary reports for management.
Apr 2001 - Nov 2002

Finance Manager

ESpace, LLC
  • Maintained financials including payables, receivables, credit lines, and payroll.
  • Supervised budget development and management.
  • Responsible for P&L management, cash flow management and financial and strategic planning.
  • Redirected company’s sales strategy resulting in shorter lead times and increased cash flow.
  • Supervised completion of the punch list.
  • Successfully created document imaging solution resulting in significant enhancements in efficiency, organization and document portability.
  • Improved company organization by developing and implementing new quotation, billing and filing procedures.

Education

Education
Sep 1990 - May 1994

Bachelor of Business Administration

University of Wisconsin

Skills

Skills

PropertyWare

SalesForce

Excel

QuickBooks