I am a senior finance professional with a broad range of experience, proven strengths in financial, operational, and team leadership, and a niche expertise in real estate. My knowledge stems from more than 20 years of experience in the real estate and restaurant industry, where I wore many hats and learned the true meaning of “doing what it takes to get the job done.” I hired and managed teams, analyzed markets, controlled costs, and proved my ability to sustain profitable business—even in the toughest of economic climates.
Along the way, I acquired responsibilities and knowledge in real estate acquisition and management, found my true passion, and soon earned my broker’s license. Now, in addition to my current role as a Real Estate Accounting Supervisor, I maintain a personal real estate business in which I consult on residential real estate.
The key to my success lies in few core skills …
I have been told that I have a natural gift for customer service and react in a way that reverses conflict, enhances team performance, and improves productivity. Years in the restaurant industry taught me how to immediately build rapport, quickly solve problems, and continuously satisfy customers. I am comfortable communicating with all levels of people, and consider myself an expert listener. Building genuine relationships is a priority in all areas of my professional life.
I can prioritize and complete multiple tasks under high pressure and strict timelines. For St. Paul Development Corporation, I effectively filled three distinct roles, and was eventually replaced by several highly skilled professionals. Six-day work weeks are my norm!
Additionally, I have developed a diverse skill set that can be effectively applied to all aspects of general business management. I have managed accounting, marketing, and human resources functions, and I understand the laws and conversations that govern business.
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 16. 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.
