Summary
Overview
Work History
Education
Skills
Education And Certifications
Certification
Timeline
Generic

Baiju Kootakil

Plano

Summary

Dynamic corporate controller with expertise in ERP implementation, treasury management, and mergers & acquisitions. Proven ability to streamline financial processes and enhance internal controls, ensuring accuracy and compliance.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Corporate controller

Evergreen Residential Holdings Inc
Dallas
04.2022 - Current
  • Company Overview: A full-service investment management platform that owns and manages single family residential investments. Evergreen manages around 4,000 homes in 15 states.
  • Lead the financial reporting function.
  • Implemented scalable accounting processes and procedures.
  • Implemented internal controls to enhance accuracy and efficiency in financial reporting.
  • Spearheaded accounting systems integration from NetSuite to ERP.
  • Played a pivotal role in developing the accounting modules in new ERP software.
  • Streamlined and expedited the monthly financial close process from 15 to 8 working days.
  • Researched and implemented new accounting standards.
  • Built internal control processes over financial reporting to meet with SOX compliance.
  • Led implementation of improved reconciliation and reporting tools.
  • Acted as the liaison with external auditors for year-end audits and tax preparation.
  • Onboarded new clients and tailored the accounting processes.
  • Played a pivotal role in supporting transactions and M&A activities including due diligence.
  • Lead and mentor a team of managers and senior accountants.
  • A full-service investment management platform that owns and manages single family residential investments. Evergreen manages around 4,000 homes in 15 states.

Senior Manager, Accounting & Reporting

RioCan REIT
Toronto
07.2017 - 04.2022
  • Company Overview: One of the largest REIT’s in Canada with total assets of approximately $CAD 17 billion. It owns and manages Canada's largest retail and multi-family properties.
  • Reviewed monthly/quarterly/annual financial statements.
  • Prepared fair value master schedule of properties on a quarterly basis.
  • Prepared settlement statements for sale of commercial properties.
  • Researched and implemented new accounting standards (IFRS 16).
  • Reviewed accounting entries for acquisitions and dispositions.
  • Identified control deficiencies and implemented process & procedure changes.
  • Assisted in the due diligence process for acquisition of properties.
  • Coordinated with auditors for audit planning and providing support.
  • Reviewed and capital calls/construction draws for development projects.
  • Managed, trained and mentored a team of four senior accountants.
  • Played a pivotal role in ERP implementation project (Upgrade from JDE 8.0 to 9.1).
  • Participated in various special projects.
  • One of the largest REIT’s in Canada with total assets of approximately $CAD 17 billion. It owns and manages Canada's largest retail and multi-family properties.

Accounting Manager

Fidelity Property Management Limited
Toronto
08.2006 - 04.2010
  • Company Overview: Third party property management company with 40 residential, commercial, and industrial properties under management.
  • Prepared monthly financials of portfolio properties ensuring accuracy and compliance with accounting standards.
  • Coordinated with auditors for audit and tax preparation facilitating smooth and efficient processes.
  • Researched and implemented new accounting standards to comply with regulatory changes.
  • Prepared annual budgets and re-forecasts providing strategic financial insights.
  • Prepared and filed corporate and partnership tax returns ensuring timely and accurate submissions.
  • Supervised and trained junior accounting staff fostering a knowledgeable and efficient team.
  • Streamlined processes and procedures, enhancing operational efficiency and reducing costs.
  • Designed and implemented internal controls improving financial integrity and risk management.
  • Third party property management company with 40 residential, commercial, and industrial properties under management.

Accounting Manager

Hobo Collection Emirates LLC
Dubai
12.2002 - 07.2006
  • Company Overview: A home entertainment company distributing licensed home video products of Hollywood studios in United Arab Emirates.
  • Prepared monthly financials ensuring accuracy and compliance with accounting standards.
  • Prepared annual budget and forecasts providing strategic financial insights for decision-making.
  • Managed payroll for the company’s 50 employees ensuring timely and accurate payments.
  • Oversaw costing and inventory management optimizing resource allocation and reducing costs.
  • Managed treasury functions maintaining liquidity and managing financial risks.
  • Prepared strategic business plan for the company outlining long-term goals and growth strategies.
  • A home entertainment company distributing licensed home video products of Hollywood studios in United Arab Emirates.

Audit Manager

Varma & Varma, Chartered Accountants
Bangalore
01.1999 - 01.2002
  • Company Overview: 90-year-old medium size public accounting firm with 9 offices across India.
  • Managed audits for large and medium-sized clients ensuring compliance with regulatory standards.
  • Prepared corporate, partnership, and individual tax returns, optimizing tax liabilities and ensuring timely submissions.
  • Identified control deficiencies and provided recommendations to improve financial processes.
  • Advised clients on accounting/taxation/corporate law matters with strategic insights.
  • Assisted clients with business restructuring/process improvement enhancing operational efficiency and profitability.
  • Conducted cost studies and developed long-term business plans for one of India’s largest exporters of silk fabrics, driving sustainable growth.
  • 90-year-old medium size public accounting firm with 9 offices across India.

Education

Bachelor of Commerce -

University of Calicut
Kerala, India

Skills

  • Treasury management
  • ERP implementation
  • Financial reporting and analysis
  • Mergers and acquisitions
  • Change management
  • Workflow design
  • JD Edwards and NetSuite
  • Process improvement strategies
  • ASC 842 compliance
  • ASC 606 standards
  • IFRS and GAAP knowledge
  • ASC 820 valuation techniques
  • Yardi expertise
  • REIT management
  • ASC 946 regulations

Education And Certifications

  • Certified Public Accountant – Texas
  • Chartered Accountant, Canada
  • Chartered Accountant, India
  • Certified Information Systems Auditor (inactive)
  • Chartered Financial Analyst (Level III Candidate)
  • Bachelor of Commerce, University of Calicut, Kerala, India

Certification

  • CPA (Montana)
  • CA (Canada)
  • CA (India)
  • CISA (inactive)
  • CFA (Level III)

Timeline

Corporate controller

Evergreen Residential Holdings Inc
04.2022 - Current

Senior Manager, Accounting & Reporting

RioCan REIT
07.2017 - 04.2022

Accounting Manager

Fidelity Property Management Limited
08.2006 - 04.2010

Accounting Manager

Hobo Collection Emirates LLC
12.2002 - 07.2006

Audit Manager

Varma & Varma, Chartered Accountants
01.1999 - 01.2002

Bachelor of Commerce -

University of Calicut

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