I am a senior finance professional with extensive experience, proven strengths in financial and operational leadership, and a niche expertise in real estate. Over more than 25 years in both the real estate and restaurant industries, I have worn many hats—hiring and managing teams, analyzing markets, controlling costs, and sustaining profitability even in the toughest economic climates.
Along the way, I discovered my passion for real estate acquisition and management, earning a broker’s license and building a personal real estate practice. Today, I balance my role as a Real Estate Accounting Supervisor with residential real estate consulting. My success in these ventures is rooted in a handful of core strengths:
Customer service and conflict resolution: Known for quickly building rapport, listening attentively, and resolving issues in ways that strengthen relationships.
Team leadership and communication: Skilled at enhancing team performance, improving productivity, and maintaining clear communication at all levels of an organization.
Project management and software onboarding: Experienced in leading the implementation of software systems, from vendor evaluation to team training, ensuring smooth adoption within tight timelines.
Efficiency under pressure: Adept at prioritizing tasks and consistently meeting strict deadlines, as demonstrated by my time at St. Paul Development Corporation—where I fulfilled three distinct roles until eventually being replaced by several specialists.
Broad business insight: Having overseen accounting, marketing, and HR functions, I understand the legal and operational foundations of business and can seamlessly apply them across multiple departments.
Whether managing finances, directing operations, guiding real estate transactions, or onboarding new technology, my focus remains on building genuine relationships, delivering results, and doing whatever it takes to get the job done.
In addition to his role as a Real Estate Broker, Jim is an Associate and Eagle Scout, a professional colleague who is committed to providing the highest degree of integrity, professionalism, honesty and great service to his clients. He takes pride in following the highest ethical standards while helping people achieve their Real Estate goals. Jim takes advantage of cutting edge technology, products and services so you can get the most out of your real estate transaction.
Lead standardization, process optimization, and change management for an accounting team of 18. Coach and mentor team, oversee portfolio details including lease, loan, operating, and legal documents. Control quality by reviewing annual budgets, forecasts, financial reporting, and schedules. Initiate communication and collaboration throughout project managers, technology teams, and client representatives to identify improvement opportunities for employee performance, customer relationship management, cash-flow analysis, tax preparation, and financial reporting. Manage annual budget planning, forecasts, and CAM reconciliations.
Managed the creation and repair of monthly financial reporting packages for the commercial real estate portfolio of a publicly traded Fortune 500 Company. Portfolio included 433 Tenants, 5.6 million sq. ft. of commercial real estate, $90+ million in annual revenues, and assets valued at $500M+. Provided top-level review and approval in compliance with GAAP and corporate standards. Directed a team of nine senior accountants and two staff accountants. Established individual goals and supported career growth.
Directly reporting to the CEO, managed accounting and property management for five corporations with multi-site restaurants. Conducted weekly, monthly, and annual financial reporting for general and senior management. Prepared consolidated enterprise financial statements and reconciliations of multiple bank accounts. Completed sales and U.S. tax filings, generated cash flow statements, oversaw accounts receivable and payable. Presented operational data to CEO and collaborated with senior management to analyze trends, project future earnings, and detect improvement and growth opportunities.
