VICE PRESIDENT OF FINANCE with strong technical, analytical, organizational and interpersonal skills. Diverse financial and accounting background obtained from 8 years in real estate development and 11 years in public accounting.

SUMMARY OF QUALIFICATIONS

Member of team that analyzed and negotiated the acquisition of over $250M in retail, residential and industrial properties
Developed loan request packages for and member of loan negotiation team that closed on over $500M in acquisition, construction and permanent loans
Analyzed and assisted in negotiations of an over $400M retail and industrial property portfolio disposition
Extensive experience in developing budget and cash flow models, annual business plans and reporting packages
Fluent in Microsoft Office Excel and Word, ARGUS and TValue for Windows


PROFESSIONAL EXPERIENCE

VICE PRESIDENT - FINANCE September 2001 to May 2009
Wasserman Properties, LLCProvidence, RI
Member of management team responsible for identifying, analyzing and negotiating retail, industrial and multi-family residential real estate investment opportunities. In addition, evaluated, monitored and reported on assets within the companys real estate portfolio.
Negotiated purchase and sale agreements, ground leases and joint venture agreements along with other development and leasing contracts
Prepared loan request packages provided to financial institutions and negotiated loan agreements with selected lenders
Managed the development of annual business plans for various projects/properties
Managed the preparation of monthly financial reporting for submission to company principals, venture partners and lenders
Developed budget and cash flow modeling for existing assets and potential opportunities
Created reporting templates
Monitored annual financial audit and tax return preparation
Addressed other daily business issues and needs



SENIOR ASSOCIATE (MANAGER)January 1996 to September 2001
Lefkowitz, Garfinkel, Champi & DeRienzo PCProvidence, RI

Performed and managed staff in financial reporting and special projects including:
Audits of real estate management, financial, governmental and manufacturing organizations including scheduling, planning, fieldwork, preparation of financial statements and wrap-up
Agreed upon, due diligence procedures relating to corporate acquisitions
Examinations and management advisory services for financial institutions
Cost certifications of construction projects


SENIOR ACCOUNTANTFebruary 1994 to January 1996
Gordon, Harrington & Osborn, PCNorth Andover, MA

Involved with financial reporting, tax and general accounting. Duties included:
Performing audits and reviews of various organizations including planning, fieldwork and preparation of financial statements
Preparing and reviewing corporate, individual, partnership and non-profit tax returns
Providing guidance through tax planning and computer support
Assisting with the implementation of recommendations and resolution of findings derived from audits


STAFF ACCOUNTANTJanuary 1991 to February 1994
Withum, Smith & Brown, PANew Brunswick, NJ

Provided financial reporting, tax and general accounting services to an assorted clientele.


EDUCATION

B.S., BUSINESS AND ECONOMICS, MAJOR IN ACCOUNTING1990
LEHIGH UNIVERSITYBethlehem, PA


PROFESSIONAL AFFILIATIONS

Certified Public Accountant (CPA) in the State of New Hampshire (inactive)
Member of the American Institute of Certified Public Accountants
Member of the Massachusetts Society of CPA's