BRIAN PATRICK BERGER
Media,PA
Summary
Goal-driven chief financial officer with a proven track record of achieving financial and operational objectives through strategic resource management. Demonstrated ability to implement scalable solutions that drive growth and efficiency. Expertise in optimizing financial performance while maintaining alignment with broader business goals.
Motivated to relocate to be closer to family.
Overview
2
2
Certifications
10
10
years of professional experience
Work History
Vice President
Mullen Real Estate Capital
Philadelphia, Pennsylvania
07.2022 - Current
- Serving as Acting Chief Financial Officer (December 2022 - Present) and active Investment Committee member.
- Provide financial and operational leadership for a $1B+ international hospitality real estate portfolio.
- Built the private equity fund platform enabling limited partners to participate in new acquisitions.
- Established and maintained key banking, legal, tax, audit, fund administration, and compliance relationships to support operational integrity.
- Oversee and develop an internal team of 4, with additional oversight of 12 external direct reports.
- Collaborated directly with the Vice President of Investments (Chief Investment Officer) on all acquisitions, dispositions, and financing activities.
- Solely responsible for structuring and maintaining tax-efficient fund and investment structures.
- Managed the wind-down and dissolution of 16 entities, formation of 10 new entities and operating companies, and ongoing maintenance of primarily international corporate structures.
- Led initiative to create standardized financials and asset-management dashboards in Power BI, enhancing visibility for executives and stakeholders.
- Developed FP&A processes, valuations, and reporting packages, enhancing portfolio transparency for Board members.
- Manage treasury operations, including $100M+ in liquidity and $50M+ in annual FX activity.
- Delivered fractional CFO services to Mullen Hospitality Management since its launch in July 2025.
Associate Vice President
The Arden Group
Philadelphia, Pennsylvania
07.2019 - 07.2022
- Built and maintained fund and deal models informing senior executives to drive decisions on $1.5 billion in AUM.
- Built intricate waterfall models at fund and deal level to support financial analysis and decision-making.
- Developed and presented fund level analyses and provided recommendations based on various potential scenarios.
- Operated as the primary contact for risk-based scenario analysis, such as vertical allocation of remaining capital.
- Hired and onboarded candidates to expand FP&A and reporting departments, enhancing organizational capabilities.
- Established and evolved marketing materials, cross-functionally partnering with our Global Business Development team, to raise approximately $500 million of deployable capital.
- Drafted quarterly investor letters detailing fund performance, distributions, capital projects, and strategic direction.
- Reviewed legal documents ranging from loan modifications to retail lease agreements.
- Served as a source of historical and forward-looking information for current and prospective LPs.
- Automated various tasks, such as importing and consolidating financials, which were formerly completed manually.
REIT Analyst & Associate Asset Manager
Bluerock (BRG)
Detroit, Michigan
09.2017 - 05.2019
- Managed $300 million asset portfolio and contributed to Yardi accounting system implementation.
Financial Services Associate
PricewaterhouseCoopers
Detroit, Michigan
09.2016 - 09.2017
Education
Bachelor of Arts - Accounting
Michigan State University, Eli Broad College of Business
East Lansing, MI12-2015
Certification
Certified Public Accountant, Active license ID 1101037539
Timeline
Vice President
Mullen Real Estate Capital
07.2022 - Current
Associate Vice President
The Arden Group
07.2019 - 07.2022
REIT Analyst & Associate Asset Manager
Bluerock (BRG)
09.2017 - 05.2019
Financial Services Associate
PricewaterhouseCoopers
09.2016 - 09.2017
Bachelor of Arts - Accounting
Michigan State University, Eli Broad College of Business