Jeff Carter

Asset Manager
•Manage portfolio of 30+ real estate partnerships owning retail, office and residential real estate, held-for-investment land and land under development.
•Work closely with VP of Development on the daily project management for construction of $15M condo project.
•Prepare annual operational budgets for entire property portfolio.
•Manage construction budgets for required landlord work for newly leased retail spaces within both standalone and mixed-use… Show more

Asset Manager
•Manage portfolio of 30+ real estate partnerships owning retail, office and residential real estate, held-for-investment land and land under development.
•Work closely with VP of Development on the daily project management for construction of $15M condo project.
•Prepare annual operational budgets for entire property portfolio.
•Manage construction budgets for required landlord work for newly leased retail spaces within both standalone and mixed-use retail.
•Coordinate with leasing broker to replace expiring leases, successfully lease low occupancy properties and negotiate lease terms with tenant prospects.
•Represent partnerships on HOA Master Boards and work closely with board members to ensure any retail issues resolved timely and economically.
•Manage day-to-day property issues from tenant cash collections, property maintenance and capital improvements.
•Manage insurance procurement and appeals of property tax values for entire property portfolio.
•Draft and review retail leases and amendments.
•Analyze and prepare annual CAM reconciliations.

Controller
•Initially Senior Accountant promoted to Assistant Controller then to Controller within 5 years.
•Review operational budgets and consolidated for financial cash forecasting.
•Manage cash for entire property portfolio.
•Ensure financial compliance as per loan documents.
•Perform all aspects of accounting including recording receivables, payables, cash, fixed assets and payroll.
•Prepare quarterly Financial Reporting Package including analysis of the income statement, preparation of supporting schedules for all balance sheet accounts.
•Communicate of financial information to upper management.
•Perform month-end and year-end closing procedures including reconciliation of balance sheet accounts, preparation of journal entries for accruals, reclassifications and depreciation/amortization.
•Prepare and review partnership tax returns and owners’ individual 1040 quarterly and annual reconciliation. Show less

• Plan, coordinate and perform internal audits for all 11 US Divisions including audits of Operations, Finance, Purchasing, Sales, and Land/Land Development.
• Revise and update audit programs/procedures for current business risks and specific Divisions processes.
• Present findings and recommendations to the Corporate and Division management teams.
• Prepare audit reports including finalized findings/recommendations for circulation to Company’s upper management, both US and UK… Show more

• Plan, coordinate and perform internal audits for all 11 US Divisions including audits of Operations, Finance, Purchasing, Sales, and Land/Land Development.
• Revise and update audit programs/procedures for current business risks and specific Divisions processes.
• Present findings and recommendations to the Corporate and Division management teams.
• Prepare audit reports including finalized findings/recommendations for circulation to Company’s upper management, both US and UK management.
• Follow up on finalized findings/recommendations with the appropriate upper management including both the Division and Corporate levels as part of the internal audit closeout process.
• Assist outside auditors on annual financial and internal control audit. Show less

• Initially Staff Auditor I and promoted to Senior Auditor III within 3 years.
• Perform audits of SEC, Manufacturing, Commercial, Service, Not-For-Profit, Benefit Plans, and Governmental entities.
• Manage a SEC accelerated filing company including designing and testing internal controls and perform the financial audit and quarterly reviews in compliance with the Sarbanes-Oxley Act and PCAOB requirements.
• Plan audits, to include assessing audit and business risks, preparing time… Show more

• Initially Staff Auditor I and promoted to Senior Auditor III within 3 years.
• Perform audits of SEC, Manufacturing, Commercial, Service, Not-For-Profit, Benefit Plans, and Governmental entities.
• Manage a SEC accelerated filing company including designing and testing internal controls and perform the financial audit and quarterly reviews in compliance with the Sarbanes-Oxley Act and PCAOB requirements.
• Plan audits, to include assessing audit and business risks, preparing time budgets and tailoring audit procedures for the particular engagement.
• Complete audit procedures for all cycles of a company, including revenue, inventory, equity, investments, fixed assets, cash, payables, debt, and operating expenses.
• Review, research and prepare financial statements and disclosures.
• Serve as supervising lead on audit engagements.
• Participate in new employee mentor program, Company’s recruiting and on-boarding team. Show less