Managing Director · Real Estate & Finance Operations · 25+ yrs · 20% growth, 9/10 NPS

Applicant
Name

I am a strategic and results-oriented senior executive with deep expertise in real estate operations, financial management, and client relationship leadership across global platforms.
Applicant NameFull-time
01

Introduction

02

Core Strengths for Financial Leadership

Growth Frameworks

I implement frameworks for project scope expansion, continuously strengthening delivery team skills, and optimizing project closeout to consistently drive growth.

Real Estate Financial Alignment

My methodology links financial strategy directly to real estate operations by prioritizing risk reduction, cost control, and enhanced operational capabilities for client assets.

Client-Centric Financial Strategy

I apply client success principles to financial leadership by focusing priorities on driving operational and financial success within client organizations.

03

Financial Leadership & Client Success

20%
Business Growth
16%
Business Growth
9/10
Net Promoter Score
10/10
Leadership Rating
04

Career Progression & Key Contributions

2023 - Present

Managing Director / Alliance Director

CBRE

Successfully led 9-year client relationship renewal, contract negotiations, and scope expansion.

Expanded client relationships driving business growth of 20% in 2024 and 16% in 2025 through organic scope expansion and innovative service solutions.

Built and maintained exceptional client relationships, achieving a Net Promoter Score of 9/10 and a perfect 10/10 leadership rating.

Developed and managed a capital delivery program overseeing $15M in annual project work, ensuring on-time delivery and budget adherence.

Developed and implemented asset tagging program over 2,000-site retail network.

2015 - 2023

Senior Finance Director

CBRE

Delivered consistent business growth and profit margin expansion within global client sector.

Led and solutioned new business pursuits and transitioned new outsourcing agreements.

Reduced risk exposures within the business by negotiating contract performance penalties.

Maintained compliance with controls in compliance with GAAP and IFRS.

Directed budgeting, forecasting, and strategic planning processes while managing standard reporting and setting departmental priorities.

Established annual client budgets, tracked monthly performance, and validated year-end forecasts.

2015

Finance Director

Brookfield Global Integrated Solutions

Led financial performance of the largest market unit within the organization consisting of energy, oil and gas and industrial client base.

Led financial due diligence and key part of customer pursuit and acquisition activities.

Transitioned new business including designing and implementing Financial Processes and Controls Framework, as well as integrating new staff members.

Led Planning/Forecasting activities working with Operations Teams on Delivery Route Maps.

Directed the completion of Internal and External Operational and Corporate Audits for the market unit including research and resolution of audit issues.

1997 - 2010

Various Finance Roles

IBM

Led large teams of financial experts across different geographies.

Directed budget and forecast processes by integrating financial targets with operational metrics, focusing on resource utilization and backfill strategies.

Led monthly operational reviews offering financial guidance to executives and presenting financial results and forecasts.

Drove productivity initiatives to enhance profitability, collaborating with delivery organizations on business cases and approving financial aspects of projects.

Streamlined finance support roles and leveraged IBM global delivery centers to improve productivity within the finance team.

Managed a cost recovery model for the delivery organization, including rate setting, allocation methodology, and automation processes.

05

Key Client Engagements

06

Education & Professional Credentials

MBACPA (Certified Public Accountant)Harvard Manager Training ProgramCBRE’s Rising Professional 2024Bachelor of Business Administration
07

Financial & Business Systems Expertise

OracleHyperion EnterpriseBrioSQLEssbasePeopleSoftJD EdwardsCorrigoSalesforceMaximoPower BITableau
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