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Provided strategic leadership and daily oversight to a high-performing accounting team, overseeing critical functions including liquidity and cash flow projections, tax filing, payroll accounting, and monthly/quarterly reporting to the Board of Directors and regulatory bodies
Shortened financial close by 5 days during the bank growth from $280M to $720M in assets and revenue growth from $14.5M to $22.2M
Developed and implemented comprehensive accounting policies in alignment with regulatory requirements, resulting in a 100% compliance rate during internal and external audits every year
Drove financial analysis, ALCO compliance, and budgeting initiatives, while leading the implementation of accounting policies, overseeing financial statement preparation, and fostering effective communication with 15 other stakeholders
Executed business plan through the monitoring of financial and operational performance of over 200 assets to ensure that each portfolio was meeting its return metrics
Analyzed data on property values, taxes, zoning, population trends, traffic volume, and their correlations to provide acquisition recommendations to the transactions team
Managed lease expiration review and renewal efforts throughout the portfolio to determine appropriate renewal rates, leading to a 97% tenant retention rate
Negotiated management and service contracts to obtain most cost-effective pricing, leading to increased ROI for each asset