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Chief Financial Officer Sample Resume


Chief Financial Officer – Southern California Region
2002 to Present

Executive management of accounting and finance department including, management and improvement of accounting data reporting system. Management of companies accounting, audit and tax preparation for SEC reporting
Creating and monitoring project and regional budgets and goals. Prepare both Income Statement and Balance Sheet forecasts on a rolling 6 quarter basis. This tool is used for guidance to various wall street analysts. Supervise the integration of IT with accounting, purchasing and other departments
Member of Corporate Steering Committee and, team lead for the Southern California computer conversion.

Regional VP Finance and Controller - Northern California Region
2001 to 2002

Supervise accounting department, which includes all daily accounting functions, accounts payable, budgeting, Prepare both P&L and Balance Sheet forecasts for one, three and five year growth. Analyzed partnership income and loss allocations, and prepared various multilevel tiered roll ups and consolidations.
Analyst of pre-acquisition budgets and cashflows. Negotiate with government bodies regarding various assessment districts and fee waivers. Calculate all profit participation with various land sellers and financial entities Calculate profit/loss allocations and distributions for all partners.
Negotiate with government bodies regarding various assessment districts and fee waivers.
Supervise the preparation of monthly draws to financial institutions, various redevelopment agencies and other equity partners .Responsible for the improvement of budgeting and quarterly reporting,

Vice President of Finance and Accounting, - Los Angeles, CA
1996 to 2000

Goldrich & Kest Industries a diversified real estate company, which is California’s largest private owner, developer, and manager of multi family subsidized housing. The company has been increasing the acquisition, development and construction of single and attached family housing, and industrial properties.

Manage a staff of 20 in the departments, of Real Estate Development, Construction, and Mortgage Lending and Servicing. I reported directly to Owner and CFO. Redesigned and streamlined the structure of all three departments and determined staffing requirements based on current and future workload. Hired and trained new staff based these requirements.
Duties included management, of all aspects of accounting and financial analysis for more then 100 separate legal entities. Supervise the preparation of all financial statements, improvement of internal controls, and revising of written procedures.
Modernize the cash management procedures that earned the company and the family additional millions annually. Key member of the monthly tax meetings, which reviewed and recommended strategy regarding tax benefits by structuring and restructuring of future deals and internal ownership changes
Coordinate the preparation of tax returns with outside CPA firms, and internal audits. Personally managed Mr. Goldrich’s Trust, The Goldrich Children's Trust and Goldrich Family Private Foundation. This included review and management of many outside real estate investments, actively traded stocks, and bonds, options, and futures contract.

Assistant Vice President, Chicago, IL
1993 to 1996

I was a member of a partnership between Jeffrey Gault and The Pritzker family. The partnership was formed in 1994 for acquisition, development, and disposition of large real estate properties. The initial equity capitalization was $200 million.

Design and maintain accounting systems and procedures Prepare monthly, quarterly, and annual financial statements, including GAAP to Tax basis Adjustments. Analyzed partnership income and loss allocations, and prepared various multilevel tiered roll ups and consolidations.
Prepared Quarterly capital call requests and construction loan draw packages with included variance reports and summaries, Administered loans according to various debt covenants. Provided all information for tax return preparation, and financial statement projections.
Responsible for financial projections, including creating and updating computer models to analyze the possible acquisition and development of all types of real estate projects. Organized, managed and executed due diligence activities. Analyzed tenant leases, creditworthiness, and debt coverage ratios. Prepared and reviewed due diligence, development, construction, and operational budgets which had results of annual variances of less than 5%. Supervise various national property management firms. Review and approve annual operating budgets. Work as the primary liaison between the property management company, the construction manager, various municipal entities, leasing brokers, lenders and ownership.
Participate in the creation and implementation of project business plans.

Assistant Controller – Newport Beach, CA
1988 to 1993

Responsible for all accounting and financial projections, for a real estate portfolio consisting of more than a million square feet of office, industrial and retail properties with a value of approximately $300 million.
Produced development and operational budgets for a variety of financial partners. Assembled request for capital calls and construction loan draws on a monthly basis. Prepared quarterly debt and interest analysis. Shared supervision accounts payables department. Produced all cash flow analysis and job costing reports. Prepared for the CFO weekly job cost variance reports, which were used to project profitably and cash requirements.
Assisted in compiling monthly financial packages for divisional managers and other executives.


Master of Business Administration, June 1988
Bachelors of Science, Accounting, June 1986


Extensive knowledge of ARGUS and other financial software.
Accounting Software: Power User of Peoplesoft/JD Edward's, Trueline, Timberline, and various other Accounting Systems.
Advanced knowledge of Microsoft Excel, Word, and Access and many other software packages.

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