• Successfully manage the creation and repair of monthly financial reporting packages for the commercial real estate portfolio of this publicly traded Fortune 500 Company. • Leverage extensive real estate experience to provide top-level review and approval of financial packages in compliance with GAAP and corporate standards. • Exceed all client expectations in accuracy, timelines, and customer service as the primary point of contact for client communications, information, and conflict resolution. • Build and manage a sustainable and effective team of accountants and supervisors through strategic hiring and team-driven communications. Establish individual goals and support career growth for each professional. Awarded 2015 Exceptional Performance by a Leader - For advancing the careers of team members by extensive coaching and mentoring; continually promote trust both with and amongst team members; constantly share knowledge, resources and best practices with their team and others to advance Real Estate Accounting Services; regularly research and provide solutions for customers and continually exhibit the CBRE R.I.S.E. values.
FINANCIAL MANAGEMENT & ACCOUNTING • Managed general ledger and cash flow for three corporations with five restaurants, totaling $5.2 million in annual revenues. • Oversaw payroll for 175 employees, complete quarterly and year-end payroll tax filings, and managed W2s, withholding, and unemployment. • Conducted weekly, monthly, and annual financial reporting for general and senior management. Prepared month-end financial statements and conducted monthly reconciliations of multiple bank accounts for five corporations. • Prepared sales and use tax filings, generated cash flow statements, and oversaw accounts receivable and payable (A/R, A/P). PROPERTY & LEASE MANAGEMENT • Oversaw financials for a $25-million real estate portfolio, successfully closing a high volume of commercial real estate transactions. Managed all aspects of retail, mixed-use, office, and residential properties including forecasts for each property and CAM reconciliations. • Drafted and reviewed commercial lease agreements and managed lease negotiations as a Commercial Real Estate Broker. Supervised property managers, track lease payments, and handled eviction and legal proceedings in multiple counties. • Achieved above-market rates on commercial leases due to exceptional marketing strategies and the innovative use of technology. • Maintained less than 2% vacancy by effectively marketing all available properties and maintaining excellent tenant relations. EXECUTIVE LEADERSHIP & OPERATIONS MANAGEMENT • Led six general managers with 175 employees to achieve outstanding results; maximized profitability and stability by tracking operational data and regularly meeting with management team on-site. • Provided executive direction and recommendations for restaurant operations including conducting food cost analyses, updating websites, and negotiating pricing with vendors to achieve optimal profit margins. • Presented operational data to CEO and collaborated with senior management to analyze trends, project future earnings, and identify opportunities for improvement. • Successfully established three restaurant start-ups utilizing advanced accounting, real estate, and leadership expertise. • Developed and led diverse teams, effectively managing staff relationships and communication. Oversaw human resource duties, maintained compliance, and handled terminations.
• Successfully directed restaurant operations with full accountability for P&L. Analyzed and implemented food cost controls; gained in-depth experience in food commodities management. • Developed and executed highly effective marketing and sales initiatives; also conducted menu development and restaurant layout design. • Hired, trained, and supervised an exceptional team to provide the highest quality of customer service and establish loyal clientele. • Obtained certification as a Food Service Manager; completed training from Minnesota Licensed Beverage Association. • Increased sales each year and received the Twin Cities Best Breakfast Award.
Master of Business Administration - MBA, Business and Management
Received a Bachelor of Science in Finance and a minor in Economics.
Real Estate Broker ▪ Member, Minneapolis Association of Realtors®
Thank you! Sold it fast! Great Marketing! Jim is trustworthy!