Expert Profile
Fondly called ' ***** '!
22+ years of US & Canadian Accounting and Financial Management experience, the recent 12 years as a C-Level Executive in Real Estate Development, Financing, Management Accounting.
-Multifamily & Commercial Project Budgeting, Loans/Bonds &Equity structuring -Affordable Housing Tax credit syndication and Historic Rehab credits- $150M+ Sources & Uses.
-Responsible for preparing financial statements & budgets cash flow, Profitability reports, loan packages and IRR and NPV cash flow models. Sourced & managed loans portfolio for about $200M including NMTC & TIF.
-Treasury & Investment portfolio management of company, 401k & Principals assets with sophisticated investment strategies in conventional, Market Linked and structured investments;Responsible for Investment portfolio 300+ market rate rentals and retail leases.
-overseeing preparation of construction draws, sworn statements- Sage Timberline Job Costing
I have also managed the payroll, human resources & operated as the CIO of my company and the IT dept.
-Plus10 years of Management Accounting experience in India and Middle east.
Recent Accounting expertise:
-Multi-family, Tax exempt bonds and leveraged tax credit syndication. New Market Tax Credit (NMTC), Low Income Housing Tax Credit (LIHTC), Historic Tax Credit (HTC) including Pass thru' leases.
-EB-5 foreign investor program
-Loan restructuring- recapitalization & Cancellation of Debt, M&A partnership and JV negotiations.
-Re-Development Agreements, Tax Increment Financing (TIF) "Davis Bacon" type compliance reporting- Prevailing wages, MBE and WBE etc,
Education:
Associate AICPA Member- passed the Uniform Final CPA
Certified Management Accountant, USA
Chartered Accountant and Cost and Mgt, Accountant- India
Certified General Accountant- Canada
-Certified Fraud Examiner- USA,
-Certified Information Systems Auditor- USA
-Certified Information Security Manger - USA
-Certified in Risk and Information Systems Control -USA
Specialties
Sage Timberline software systems, Financial Statements, Budgets, Taxes and ROI projections, Leveraged Tax Credis, Contracts & Lease negotiations, short sales and distressed type properties sales and restructuring, Information Technology management for small enterprises.