Kate is a results-driven, highly detail-oriented VP/Controller delivering comprehensive knowledge of accounting principles, team leadership, management, and team development. Demonstrates strategic planning and forecasting expertise

Skills: Controllership, GAAP/IFRS, Cash Management, Financial Reporting, Internal Controls, Yardi

Work Experience

Logistics Property Company, LLC | Chicago, IL                                                               2019 – Present
SVP and Fund Controller
Manages 2 funds with AUM of approximately 6B. Supervises and mentors team of 4 direct and 8 indirect reports. Responsible
for planning, directing, and coordinating all accounting functions in a fast paced transaction heavy environment. Analyzes fund’s
organizational documents. Researches and resolves accounting, financial, tax and audit issues that arise.

Accomplishments:

• Ensures compliance with IFRS, tax regulations and REIT compliance.
• Communicates with investors.
• Manages cash across portfolios.
• Collaborates with various departments to resolve cross functional issues to meet company’s goals.
• Successful handles ambiguity and effectively multitasks within deadline-oriented environment.

Revantage Blackstone Company | Chicago, IL                                                                2017 – 2019
Accounting Manager
Managed publicly listed multifamily/manufactured housing/student housing portfolios that trade NAV. Supervised a team of
six direct reports. Conducted owner-level accounting procedures including analysis of revenue and expenses. Delivered property
and fund accounting for complex JV partnerships and wholly owned properties. Applied meticulous attention to detail to gather,
organize, and analyze financial data, compiles and evaluates financial reports, detects discrepancies, and reports issues promptly.

Accomplishments:

• Ensured compliance with Sarbanes-Oxley (SOX) standards and regulations.
• Onboarded new assets.
• Collaborated with FP&A and asset management teams to ensure open lines of communication.

RMK Corporation| Chicago, IL                                                                                             2015 – 2017
Accounting Manager
Supervised and mentored a team of accountants. Analyzed cash and accrual based residential properties’ financials. Evaluated
monthly cash flow projects. Delivered accounting functions for construction projects by monitoring costs and budget. Submitted
applications for FEIN numbers.
Accomplishments:

• Prepared monthly construction draws for two concurrent residential development projects.
• Managed all communication regarding reporting to owners, lenders, and equity partners.
• Worked closely with Chicago Title, wired funds, and consolidated documentation including lien waivers and subcontractor bonds/contracts.
• Analyzed and recorded K-1s for partnership entities, liaising with auditors for annual reviews and audits. Prepared tax returns.
• Recorded acquisitions and dispositions, accurately calculating gain on sale.

LILLIBRIDGE HEALTHCARE- Medical Offices Property Manager | Chicago, IL  2012 – 2015

Accounting Manager

Created a personnel strategy by hiring and training a qualified accounting team consisting of six accountants and an accounts payable clerk. Reviewed monthly financials, debt compliance reports, cash flow analysis, and ad hoc reports required for Joint Venture reporting. Increased accuracy and consistency by supporting the budget review process.

Accomplishments:

• Served as an integral project team member in the conversion of MRI to Yardi Voyager.
• Accurately validated data between systems during conversion.
• Successfully transitioned accounting of a newly acquired NC portfolio comprised of more than 100 wholly owned and fee managed MOBs to the corporate office in Chicago.
• Contributed to company-wide optimization initiatives, collaborating with the VP of Financial Reporting to monitor initiatives to budget and previous year performance.
• Selected to participate in GE Work Out and CAP techniques and philosophies training, overseeing the first WorkOut session in the company. Then co-facilitated an additional WorkOut session to create process improvements.
• Served as member of the task force to implement organization-wide rollout of Net Promoter Score (NPS) system.

Weaver Boos Consultants, Professional Services | Chicago, IL                                                 2010 – 2012
Assistant Controller
Delivered comprehensive support to controller in the planning, organization, and supervision of accounting activities. Created
solutions for existing financial and profitability reporting bottlenecks and inefficiencies. Analyzed financial data to identify cost
saving opportunities. Reviewed profitability reports and metrics. Assessed internal multi-company monthly financial statements,
prepared quarterly financials for the bank, reviewed year-end schedules for audit, and evaluated intercompany reconciliations
and monitored balances.
Accomplishments:

• Streamlined a wide-range of accounting processes, resulting in the improvement of staff efficiency and product accuracy.
• Developed a strategy to improve accounts receivable collection process, reducing unbilled revenue balances.
• Implemented a new accounting system, leading the transition from an outdated accounting system to the new ERP system,
  Deltek Vision.
• Created and executed new and improved internal controls.

Early Career

• Senior Accountant, First Industrial Realty Trust-Industrial Real Estate Manager/Developer/REIT, Chicago, IL, 2007 – 2010
• Senior Accountant, Lane Hospitality-Hotel Owner and Operator, Northbrook, IL, 2000 – 2006

Education

Bachelor of Science (BS) in Finance, Iowa State University, Ames, IA

CPA Preparation Program, Northwestern University School of Professional Studies, Chicago, IL

 Certifications

• Certified Public Accountant, CPA
• NPS Certified Associate

 Technical Skills

Yardi, Adobe, Procore, MRI, Microsoft Word, Excel, PowerPoint