About
Accomplished Controller, CFO, and accounting professional with more than 40 years of experience leading financial operations for real estate, family office, wealth management, startup technology, and investment organizations.
Expertise includes financial reporting, budgeting, tax compliance, cash flow management, payroll administration, and process improvement. Proven ability to manage complex multi-entity environments, support executive decision- making, and implement scalable accounting systems in both on-site and remote work settings.
Experience
Controller / Chief Accountant
HOSTFULLY INC.
Jan 2021 – Present
• Manage accounting operations for a venture-backed technology company.
• Prepare monthly, quarterly, and annual financial statements for management and investors.
• Administer federal, state, and local tax filings and business registrations.
• Oversee U.S. payroll through Paychex and Justworks and manage international contractor payments.
• Integrate accounting systems with corporate budgeting and forecasting processes.
• Maintain compliance across multiple jurisdictions.
Payroll AdministrationTax PreparationBudgeting
Principal
RETIRED CONTROLLER LLC
Jan 2018 – Present
Provide outsourced controllership, bookkeeping, tax preparation, and financial management services to small businesses, startups, family offices, and real estate organizations.
ControllershipBookkeepingTax Preparation
Chief Accountant
THE PORTFOLIO STRATEGY GROUP
Jan 2019 – Jan 2021
• Managed accounting operations for a leading independent wealth management firm.
• Prepared financial reports and maintained accurate books and records.
• Calculated partner and advisor compensation.
• Successfully supported remote operations throughout the COVID-19 period.
Financial ReportingAccounting OperationsRemote Accounting
Financial Consultant
PIONEER ACQUISITIONS
Jan 2018 – Jan 2019
• Mapped business processes to Yardi workflows.
• Produced quarterly financial statements for fourteen entities.
• Assisted management with accounting system implementation and reporting improvements.
YardiFinancial ReportingAccounting Systems
Controller
ELK HOMES REALTY
Jan 2016 – Jan 2018
• Managed financial operations for a $65 million real estate portfolio.
• Oversaw accounting for residential and multifamily properties, construction projects, and investor reporting.
• Prepared construction loan draw requests and quarterly investor financial statements.
• Managed relationships with lenders, investors, and external auditors.
Real Estate AccountingInvestor ReportingFinancial Operations
Chief Financial Officer
EBERHART BROTHERS
Jan 2001 – Jan 2016
• Directed finance and operations for a family-owned real estate enterprise.
• Managed a 25-person property management office.
• Oversaw accounting for multiple partnerships, trusts, and foundations.
• Prepared annual budgets and monthly financial statements for thirteen entities.
• Improved collections processes and strengthened internal controls.
• Led technology and systems upgrades across accounting, communications, and network infrastructure.
• Recruited, trained, and supervised accounting and administrative staff.
BudgetingInternal ControlsAccounting Systems
Controller
CRC GROUP INC.
Jan 1988 – Jan 2001
• Directed accounting operations for a privately held investment and real estate organization.
• Managed budgeting, reporting, and financial oversight for shopping centers, golf courses, and construction projects.
BudgetingFinancial ReportingReal Estate
• Held progressive accounting positions supporting financial reporting, consolidations, inventory costing, budgeting, royalty accounting, and statistical analysis.
Financial ReportingInventory CostingBudgeting
Education
St. John's University
Bachelor of Science · Accounting
Skills
JustworksPaychexPropertywareMicrosoft Dynamics GPXeroQuickBooksRemote AccountingInternal ControlsProcess ImprovementProperty AccountingInvestor ReportingPayroll AdministrationGAAP ReportingTax PreparationFamily Office AccountingMulti-Entity AccountingCash Flow ManagementBudgetingGeneral LedgerFinancial Reporting
