I am a transformational, high-impact executive-level CFO with over 20 years’ experience leading financial operations, investor capital wealth management, real estate developments. I have a proven track record of identifying multi-million dollar growth opportunities, developing effective investment strategies to generate strong revenue, leverage business relationships to drive competitive advantages and develop new markets to generate over $20B in revenue and $250MM in profits. Proven financial team leader with a track record of executing high-level and company-wide goals, objectives, and driving proactive cash flow and revenue-driven improvements while facing seemingly insurmountable obstacles and during economic down-cycles generating high-value IRR investor cash returns. I have a strong desire to crossover to a partner-level role in next-level PE firm.
"Be Humble, Be Hungry and always be the hardest worker in the Room." Dwayne "The Rock" Johnson
Education Highlights
Certified Public Accountant,
Expected 2020
Financial Securities Series 2-15 License
W184681
Bachelor of Science (BS), Accounting & Personnel Management
Florida International University
Master of Business Administration (MBA), Finance & Accounting
Florida International University
Timeline
Chief Financial Officer, MIDTOWN CAPITAL PARTNERS & AFFILIATES
• Currently manage the financial investments and estate tax planning function for over 50 high wealth clients with over $1Billion investment in diversified holdings of both controlling and non-controlling equity interests and joint-ventures and direct real estate investments with direct oversight over the tax, legal formation and financial investment performance of their respective tax SPVs and fund structures. • Key investor relations liaison and primary contact with private equity investors, banks, debtors, other stakeholders, attorneys, and insurance companies for the group. SPV/fund terms negotiator for Owners, CEO, Board of Directors and collaborate with external legal counsel to prepare legal fund membership and note agreements, waterfalls, and all acquisition, debt agreements, and relevant due diligence documents. • Lead Asset Management & Performance Tracking for Investments to ensure project IRRs and investor ROICs/COCs are met, including Quarterly/Monthly Investor Distributions and BOD Quarterly Reports. • Tax strategy and structures managed in the form of corporations, partnerships, and family estate trusts and charitable foundations. Tax compliance for 157 individual asset class portfolio tax returns consisting of trusts, both domestic and foreign, and offshore trust structures designed for optimal tax efficiency with tax residency structures in Spain, Ireland, Luxemburg, Panama, and British Virgin Islands (BVI), among others. US Tax Forms include: Form 1041s, 1065s, 1120s, 1120S, 1120C. • Created and implemented a value-added product line to increase revenues asset management fees (AMFs) by 50% and asset under management (AUM) growth by 30% within six months. • Developed a global cash flow model for all commercial real estate investment portfolios used to project the Firm’s cash flow and funding needs over a 12-24-month timeframe used to secure a $50MM revolving LOC credit facility.
Chief Financial Officer, CENTURY PARTNERS GROUP, LTD & AFFILIATES
• Secured $400MM of venture capital to safeguard real estate assets during an economic recession in the US real estate market. • Restructured equity partnership Interest to recognize new firm valuation based on FMW of assets. • Structured the JV Partnership Interests 150+ Agreements and forged JV Partnership Interests with top U.S. builders that generated over $350MM in AUM revolving deal flow basis for six (6) years.
Chief Financial Officer/Controller, TRANSCENDENT INVESTMENT MANAGEMENT GROUP (TIM)
• Built an $80MM fully integrated financial reporting platform with a dynamic cash flow-driven model. Turned around failed attempts by Harvard Business School recruits to create a solid financial strategy. o Built PE real estate investment financial modeling platform with integrated financial statements, investor reporting, and expected cash flow modeling and waterfall. o Renegotiated the $30M Debt lender terms generating fund value of $6MM, and establishing an early liquidation strategy, trache-driven to maximize returns exceeding investor expectations. • Implemented Financial Controls and Investment Management cloud-based model for a 20% increase in profits and $5MM cash flow within a three 3-month timeframe. o Established financial controls for all TIM invested 650 real estate assets SFH/MFH/Com, related internal cash and inventory controls (e.g. tenant leasing, occupancy, collections, bad debt write-offs, leasing efforts KPIs, CAM expense recovery and SAP leasing reconciliations, NNN and gross leasing metrics, including broker commission structure to optimize value and increase ROA and ROIC.
Chief Financial Officer, METRO 1 REAL ESTATE INVESTMENT AND BROKERAGE GROUP
• Formulated strategic business plans to restructure JV Partnership interest to protect $100MM ownership value in the venture and increased partnership interest by $25MM. o Provided expert knowledge and guidance on US Tax Inside & Outside IRC SS Tax Basis Regulations and US GAAP Accounting for Partnership Capital Contributions & Allocation Standards (FASB) while collaborating with external tax and audit firms.
Chief Financial Officer and Managing Partner, DEL VALLE FINANCIAL SERVICES
• Secured $600MM with optimal underwriting hurdles and lending terms during an economic slowdown. o Implemented the model of financial systems across multi-national operations within six months. o Developed integrated Essbase - SAP financial modeling tools to formulate strategy by identifying key financial performance drivers used to improve business results and earnings.
Chief Financial Officer, EARLY CAREER ROLES
Chief Financial Officer, EFC Holdings, LLC.
Director of Financial Corporate Planning, Technical Olympic USA, Inc.
Manager Strategic Planning & Global Investments-Telefonica International USA, Inc..
