Summary
Overview
Work History
Education
Skills
Websites
Certification
References
Timeline
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J. Alex Kaczmarski

Dripping Springs,USA

Summary

Senior Real Estate Accounting and Finance Executive with a proven track record of achieving growth in dynamic environments. Expertise in aligning financial strategies with organizational goals, fostering operational efficiency, and leading high-performing teams. As a forward-thinking CFO and Controller, brings extensive public and private accounting experience, ensuring exceptional accuracy in reporting and auditing. Adept at cultivating relationships with stakeholders, utilizing strong mediation and negotiation skills to enhance collaboration across all levels.

Overview

33
33
years of professional experience
1
1
Certification

Work History

Senior Vice President, Sr. Controller, Chief Accounting Officer

PSW Real Estate, LLC (DBA StoryBuilt)
Austin, TX
03.2022 - Current
  • Lead vertically integrated operations involving design, development, construction, ownership, and management of residential and mixed-use projects with a $2 billion development pipeline.
  • Overhauled accounting department to enhance efficiency in investor and lender reporting.
  • Increased accounting staff by 40%, adding 8 professionals in 60 days.
  • Developed and implemented policies concerning ASC 480, ASC 606, and ASC 842.
  • Discovered numerous critical accounting and tax reporting issues, including several accounting irregularities.
  • Formed and led a compliance committee that guided the board in placing the company into receivership
  • Retained by receiver to oversee recovery and liquidation efforts under court supervision

Founder

Prestige Worldwide Real Estate Advisors, LLC
Austin, TX
08.2021 - Current
  • Generated $350K in annual revenue.
  • Provide outsourced CFO and controller services
  • Clients include Atlas Technical Consultants, the Stapleton Group (JS Held), several small property management companies, and a large credit fund sponsor (confidential)
  • Services include forensic accounting, monthly close supervision and department oversight, financial planning, analysis and budgeting, accounting system setup and implementation, audit and tax return preparation assistance and litigation support services

Corporate Controller

Jupiter Power, LLC
Austin, TX
11.2021 - 07.2022
  • Oversaw accounting and financial reporting for a developer and operator of utility-scale battery electric storage systems with a development pipeline of 11,000MW and 655MWh operational capacity.
  • Transitioned the accounting department, hiring staff, implementing monthly close processes, implementing a PO system and disaggregating of company books into those of the separate legal entities
  • Successfully secured the company’s initial bank financing for a battery electric storage system (first in the industry) which paved the path to the sale of the company.
  • Completed two rounds of due diligence, with the successful sale of the company in 2022
  • Ensured a smooth handover by transitioning the role post-sale completion.

Chief Accounting Officer

The Palisades Group, LLC
Austin, TX
04.2019 - 08.2021
  • Managed $5.1 billion in assets for an alternative asset manager in the global residential credit market investing in non and re-performing residential mortgage loans, credit card receivables, home equity option contracts and newly originated mortgages in Mexico
  • Supervised a team of 4 in managing financial operations for 20 corporate entities, three discretionary funds and several separately managed accounts.
  • Closed $68.5 million in limited partner commitments and managed over $1.2 billion in subscription and repurchase facilities
  • Rebuilt the accounting and finance department post-relocation, reducing reporting timelines, and improving accuracy
  • Temporarily assumed the CCO role and oversaw compliance reporting for Palisades as a registered investment advisor.
  • Designed and implemented GAAP and tax-compliant accounting policies for new investment products to include structuring around UBTI, FIRPTA and ECI issues to secure commitments from tax exempt LPs

Chief Accounting Officer/ Chief Compliance Officer

CapRidge Partners, LLC
Austin, TX
08.2013 - 04.2019
  • Company Overview: AUM $650 million: CapRidge Partners, LLC is a fully integrated real estate company, comprising investment advisory, fund, property, and construction management business units focused on value-add office and flex/industrial assets
  • Directed financial accounting, tax, reporting for 60 entities, managing a team of 4 professionals
  • On boarded a third-party administrator
  • Closed over $190 million in LP equity commitments
  • Oversaw risk management programs and co-led human resource efforts, including training and benefit plan administration
  • Reduced benefit and insurance costs by nearly 50%
  • Assumed CCO role and oversaw SEC reporting and compliance requirements
  • Acquired 20 properties and completed nearly $40M in construction projects, increasing asset value
  • Converted to Yardi Voyager, redesigned close processes, reducing monthly close time by over a week

Assistant Vice President, Controller and GAAP Technical Coordinator

Walton Street Capital, LLC
Chicago, IL
08.1999 - 08.2013
  • Handled investor, GAAP, and tax reporting for over 200 entities, including capital calls and distributions, investor reporting, accounting operations, tax compliance, cash management, budgeting and forecasting
  • Invested funds in office, hotel, retail, multifamily, senior housing, and student housing assets.
  • Executed administration for a variety of complex investment entities like REITs, parallel funds, sidecars, feeder funds, offshore holding companies, etc
  • Oversaw foreign investments that included township developments in India, hotels in London and Milan, and a homebuilder and industrial developer in Mexico
  • Served as GAAP technical coordinator, developing and managing all GAAP accounting policies for all funds
  • Led a comprehensive audit and tax service rebid, achieving around 20% fee reduction.
  • Participated in over 150 acquisitions and sales valued at over $4 billion

Audit Senior

Deloitte
Chicago, IL
01.1997 - 01.1999
  • Experience includes audits, tax preparation, litigation support, asset management, initial public offerings
  • Client base was almost exclusively real estate and related industries

Senior Associate

Wolfe, Nilges, Nahorski
St. Louis, MO
01.1995 - 01.1997
  • Experience includes audits, tax preparation, litigation support, asset management, initial public offerings
  • Client base was almost exclusively real estate and related industries

Audit Staff, Semi-Senior

Kenneth Leventhal and Company
Dallas, TX
01.1992 - 01.1994
  • Experience includes audits, tax preparation, litigation support, asset management, initial public offerings
  • Client base was almost exclusively real estate and related industries

Education

Bachelor of Business Administration - Accounting

University of Texas
Austin

Skills

Financial management

  • Recruiting and hiring
  • Budget preparation
  • Operational excellence
  • Process improvements
  • Human resources
  • Financial reporting
  • Corporate governance
  • Risk management proficiency
  • Change management expertise
  • Financial analysis expertise
  • Audit coordination
  • Cash flow management
  • Regulatory compliance
  • Financial process improvement
  • Capital structure optimization
  • Tax planning and strategy
  • Debt financing expertise
  • Investor relations management
  • Cost reduction strategies
  • Working capital management

Certification

Certified Public Accountant (CPA), Missouri, #018726

References

References available upon request.

Timeline

Senior Vice President, Sr. Controller, Chief Accounting Officer

PSW Real Estate, LLC (DBA StoryBuilt)
03.2022 - Current

Corporate Controller

Jupiter Power, LLC
11.2021 - 07.2022

Founder

Prestige Worldwide Real Estate Advisors, LLC
08.2021 - Current

Chief Accounting Officer

The Palisades Group, LLC
04.2019 - 08.2021

Chief Accounting Officer/ Chief Compliance Officer

CapRidge Partners, LLC
08.2013 - 04.2019

Assistant Vice President, Controller and GAAP Technical Coordinator

Walton Street Capital, LLC
08.1999 - 08.2013

Audit Senior

Deloitte
01.1997 - 01.1999

Senior Associate

Wolfe, Nilges, Nahorski
01.1995 - 01.1997

Audit Staff, Semi-Senior

Kenneth Leventhal and Company
01.1992 - 01.1994

Certified Public Accountant (CPA), Missouri, #018726

Bachelor of Business Administration - Accounting

University of Texas
J. Alex Kaczmarski