CFO Candidate (Real Estate & Construction) #:010925
St. Louis, MO
Executive Search, Finance
13 years
2/21/2025
Profile
Strategic financial leader with proven expertise in transforming complex businesses across the real estate and construction industry. He brings a unique blend of technical accounting proficiency, leadership skills, and strategic vision that drives organizational growth, operational efficiency, and financial optimization. With over a decade of unique and progressive experiences, he has demonstrated exceptional leadership in financial strategy, from his early days public accounting to his current role as Chief Financial Officer of a leading electrical contracting firm. His professional journey includes significant contributions in real estate services, developments, investment funds, and strategic financial management, where he has consistently driven organizational growth and operational efficiency. A licensed CPA with a strong academic foundation, he balances technical proficiency with strategic vision to deliver exceptional financial leadership.
Career Highlight 1: Managed over $350M of multi-family development projects in the Midwest (1,000 units). Responsible for deal structuring, underwriting, financing, equity raise, pre-development, monthly draw process, and overall asset management. Pioneered new financial modeling and underwriting process to be more detailed and accurate. Responsible for compiling, reviewing, and presenting all financial underwriting. Responsible for managing investor reporting and relationships.
Career Highlight 2: Managed $60M of equity across three different investment funds. Invested this equity in over $200M of stabilized office and multi-family assets across the Midwest. Responsible for fund creation and management including ownership structures and entities. Worked with outside counsel to develop private placement memorandums, investor subscription agreements, investment thesis and pitch decks. Once funds were open and established, responsible for quarterly reporting, investor management, tax returns, etc.
Career Highlight 3: Successfully grew the residential property management platform from 3,000 units under management to over 10,000 units in less than 5 years. Worked with and challenged business unit leaders to drive profitable growth through data driven decisions. Managed top line revenue growth while increasing bottom line profit margins up to 18%.
Why Hire This Candidate (In Their Own Words): I am an experienced executive with leadership and strategy in mind, while providing financial optimization with an entrepreneurial spirit. I have the right traits, personality, and experiences to lead the team to success. My unique background has given me the necessary tools to adapt and thrive in any environment. I am self-sufficient and a self-starter than can take on any challenge.
Strengths: LeadershipPeople skillsExecutiveStrategic planning and executionOrganization of time and business objectivesFinancial planning and analysis, budgeting, and forecastingCash Flow OptimizationProcess ImprovementInformation SystemsRisk Mgmt
Hobbies & Personal Interests: Family focused professional who enjoys quality time with his wife and four young children. As a member of the MAC, he loves to play basketball and values building strong relationships.
Education: Bachelor’s in Accounting
Credentials: Certified Public Accountant (CPA)
Industry Experience: Business Services, Construction/Engineering, Financial Services, Private Equity, Real Estate
Company Fit: Great fit for private small to midsize companies
Management Experience: 10+ years of management experience managing up to a team of 12.
Software Experience: YardiSkylineVista ViewpointMicrosoft suit of products
Open To: In-office
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