Andrew Goldberg
Wakefield ,MA
Summary
Performance-driven Real Estate Financial Professional with 20 years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to lead.
Overview
17
17
years of professional experience
Work History
Vice President/Controller
Redgate Real Estate Advisors, LLC
09.2014 - 10.2023
- Ownership of corporate accounting, treasury, client billing, payables, receivables/collections, investor reporting, and fund accounting & administration for two real estate investment funds and various syndicated investments.
- Managed payroll function, 401k, and corporate insurance program annual renewal and day-to-day administration.
- Prepared annual corporate revenue and expense budgets, monthly P&L reporting, and project revenue tracking and forecasting.
- Collaborated with outside CPA firm on the annual partnership, fund, property tax planning & filings, quarterly estimates, and fund/standalone audits.
- Daily monitoring of treasury/cash management activity for corporate, fund, and investment entities to ensure compliance with policies, procedures, and internal controls.
- Oversaw investor relations via Juniper Square of two private equity GP funds, management of subscription agreements, investor transfers, and tax documents.
- Managed property and fund-level distributions and fund capital calls.
- Managed monthly requisition submissions for fund-owned development projects with LP/JV partners and lenders.
- Managed fund and corporate lines of credit inclusive of quarterly lender reporting and compliance.
- Assisted senior staff with structuring acquisitions, dispositions, and joint venture agreements (from a reporting and finance perspective).
- Reviewed loan agreements and monitored compliance related to Principal Guarantees on a quarterly basis.
- Identified and implemented process improvements to enhance efficiencies in financial reporting, client billing, JV & lender reporting, and project billing reimbursements.
- Hired and mentored Senior Accounting and Investment Associate and office Manager to foster development within the organization.
Property Accountant
Boston Properties
09.2009 - 08.2014
- Responsible for managing and analyzing all financial matters for two Boston class-A CBD office towers, a hotel, and multiple suburban class-A office buildings.
- Primary facilitator of all financial matters to internal management relating to assigned portfolio.
- Production of quarterly and yearly GAAP financial statements for internal and joint venture reporting.
- Prepared and analyzed tenant operating and real estate tax escalation yearly billings and quarterly true-ups. Detailed financial analysis and comprehension of all related legal documents including, leases, joint venture agreements, and mortgage documents.
- Ensured and tracked all financial matters relating to capital improvements, and tenant construction projects.
- Assisted regional controller with the preparation of annual regional business plan presentation.
Property Accountant
Prologis (AMB Property Corporation)
09.2006 - 05.2009
- Ownership of accounting process for 60 properties consisting of 35 monthly reporting packages for various REIT, joint venture, and fund-owned class A office, industrial, and mixed-use properties.
- Comprehensive monthly and daily analysis of property-level balance sheets and income statements.
- Reviewed FASB13 balances for proper straight-line deferred rental income amounts.
- Prepared CAM reconciliations to ensure accuracy of true-up billings and quarterly CAM accruals.
- Reconciled all property-level bank accounts.
Education
Certificate - Commercial Real Estate
Boston University
Boston, MA05.2011
Certificate - Real Estate Finance
Boston University
Boston, MA05.2011
Master of Science - Administrative Studies
Boston College
Chestnut Hill, MA05.2008
Bachelor of Arts - Corporate Systems
Boston College
Chestnut Hill, MA05.2004
Skills
- Corporate budgeting and forecasting
- Payroll and 401(K) administration/ADP Workforce Now
- Corporate insurance program procurement and administration
- SAP Concur administration
- Development & project accounting
- Fund and partnership accounting operations
- Investor relations/Juniper Square administration
- JV and lender relations/reporting
Timeline
Vice President/Controller
Redgate Real Estate Advisors, LLC
09.2014 - 10.2023
Property Accountant
Boston Properties
09.2009 - 08.2014
Property Accountant
Prologis (AMB Property Corporation)
09.2006 - 05.2009
Certificate - Commercial Real Estate
Boston University
Certificate - Real Estate Finance
Boston University
Master of Science - Administrative Studies
Boston College
Bachelor of Arts - Corporate Systems
Boston College
Similar Profiles
Rich BarnesRich Barnes
Partner at Visterra Real Estate AdvisorsPartner at Visterra Real Estate Advisors
MADELINE BOMIERMADELINE BOMIER
Assistant Vice President at Barchetta Real Estate AdvisorsAssistant Vice President at Barchetta Real Estate Advisors
Xuan Lap (Leo) TranXuan Lap (Leo) Tran
Cash Management Associate at Trimont Real Estate AdvisorsCash Management Associate at Trimont Real Estate Advisors