Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Career Experience
Timeline
Generic

Whitney Trusty

Summary

Chief Financial Officer | Chief Operating Officer Professional Established Executive with strong financial acumen and 15+ years' experience directing financial and asset management, revenue generation, and strategic capital improvement. Demonstrated expert capacity to successfully deliver multifunctional management and identify new revenue streams. Astute leader with aptitude for directing high-performing teams and forging relationships with executive management and key stakeholders while fostering collaborative culture. Possess track record of success reducing liabilities and increasing efficiencies by implementing process improvement initiatives, as well as creating synergy between financial functions and business strategies.

Overview

33
33
years of professional experience
1
1
Certification

Work History

Chief Financial Officer

Olympus Building Services, Inc.
01.2020 - Current
  • Oversee financial activity and welfare of organization, assessing and analyzing assets, directing staff, providing projects and strategic growth plans, and strengthening risk and control infrastructure
  • Develop finance organizational strategies by contributing to accounting and financial information, analyses, and strategic direction recommendations
  • Monitor systems, legal issues, budget process, cash forecast, and resources, in addition to studying economic trends, revenue, cost reduction, and system enhancement opportunities
  • Maintain insurance and bond coverage requirements, as well as manage third-party finance functions and employee benefit plans.
  • Implemented cost reduction initiatives and process improvements to optimize efficiency and productivity.
  • Developed strategic financial plans to support company growth and achieve long-term objectives.
  • Devised benchmarks to align goals and strategies with underlying financials.
  • Streamlined financial processes by implementing new accounting software and automation techniques.
  • Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
  • Oversaw the successful completion of external audits, addressing any recommendations promptly to ensure smooth operations.

Chief Operating Officer

Grand Peaks Property Investments
01.2021 - 12.2023
  • Leadership of all company operations to include Property Management, Asset Management, Accounting/Finance, Human Resources, Risk Management, Legal, IT, Marketing, and Revenue Management
  • Oversight of all Assets consisting of 40 stabilized, lease-up and development multi-family communities; approx
  • 20,000 Units; Over $3.5 Billion asset value
  • Creating/setting KPIs and analyzing organization structure for optimizing an efficient and well-operated company through incentives and team building
  • Forecasting new development pipeline and potential acquisition and disposition opportunities
  • Ensure financial record keeping meets GAAP requirements, auditors, and government agencies
  • Oversee employee benefit plans, with particular emphasis on maximizing a cost-effective benefit package to recruit top talent
  • Ensure Lender requirements are met with the necessary equity and debt for funding
  • Oversight of interest rate caps and financing restructure.

Chief Operating Officer

Nelson Real Estate
01.2016 - 01.2020
  • Directed student, senior, and multi-family communities of approximately 15K units, reviewing and authorizing monthly financial statements and required adjustments
  • Exercised leadership to multiple business areas, including regional management, accounting, marketing/web/social media, collections, HR, technology, and asset management
  • Contributed to expansion, acquisitions, debt reduction, and real estate valuations
  • Designed and implemented business strategies, plans, and procedures and set comprehensive goals for performance and growth
  • Manage budget process and assess staff to identify and execute operational efficiencies.

Senior Vice President

The Carroll Companies
01.2013 - 01.2016
  • Supervised financial and operational objectives of property management, overseeing 25K+ units consisting of Luxury, A, B, and A+ multi-family properties, hospitality suites, senior living, construction lease-ups, and retail sites
  • Oversaw department and onsite teams, leading advancement and incentive programs to boost employee morale and retention
  • Evaluated department performance, implementing policies and procedures to enhance efficiency and production, as well as developing safety programs.

Director of Asset Management

Lend Lease Americas
01.2006 - 01.2013
  • Functioned as Subject Matter Expert (SME) and directed multi-million-dollar budget control, asset management, compliance, strategic planning, and operations management, in addition to mentoring and supervising teams
  • Served as Acting COO for numerous communities, guiding project comprised of 6K units
  • Spearheaded PR and branding initiatives, communications, and relations to expand market visibility and delivered presentations on current and prospective initiatives to stakeholders and military officials.

Director of Asset Management

Thomas R Brown Assoc.
01.1991 - 01.2006
  • Oversight of commercial property types including office, medical, industrial, retail, and multi-family
  • Full budget responsibilities including final approval(s) and presentation(s) to owners and investors
  • Key oversight of safety programs and maintenance programs designed to enhance inspections
  • Manage and disposition of foreclosure properties and receivership properties.

Education

C-Suite Program

MIT (Massachusetts Institute of Technology)

MBA - Accounting And Finance

University of Phoenix
Tempe, AZ

Skills

  • Operations Management
  • Asset Acquisition & Disposition
  • Budget Forecasting & Control
  • Benefits Package Analysis & Audits
  • Team Leadership & Development
  • Training & Mentoring
  • Profit & Loss Analysis
  • Compensation Analysis
  • Liability Reduction
  • SOP Development
  • Capital Improvement
  • HR Compliance Audits
  • WinTeam/Kwantek Software
  • Yardi Property Management Software
  • Entrata Property Management Software
  • Real Page/One-Site Property Management Software
  • Rent Revenue Software (YieldStar/LRO)
  • Microsoft Office Suite & 365
  • HRIS - ADP, Paycom, Kronos, Greenhouse
  • Financial Management
  • Financial Reporting
  • Financial policy creation
  • Performance metrics analysis
  • Budget Development
  • Audit Coordination
  • Risk Management
  • Financial Technology Adoption
  • Corporate leadership
  • Working capital management
  • Cash Flow Management
  • Operational decision making
  • Accounting principles understanding
  • Business Forecasting
  • Financial Process Improvement
  • Operational management
  • Change Management Expertise
  • Debt Management Expertise
  • Investor Relations Management
  • Executive Leadership
  • Profit and Loss Management
  • Results Orientation
  • Process Improvements
  • Budget Planning
  • Change Management
  • Business Planning
  • Human Resources
  • Relationship and Team Building
  • People and Culture
  • Adaptable and Flexible
  • Goal Setting
  • Employee Motivation and Performance
  • Cross-Functional Collaboration
  • Management Team Leadership
  • Capital Expenditure Planning
  • Talent Recruitment
  • MIssion and Vision
  • Contract Negotiation
  • Policies and Procedures
  • Turnaround Management
  • Innovative and Visionary
  • Strategic business planning
  • Approachable leader
  • New Business Development
  • Employee Coaching
  • Portfolio Management
  • Investor Relations
  • Process Improvement

Certification

  • CPA Bridge Certification
  • Certified Property Manager (CPM)
  • Certified Defense Privatization Manager (CDPM I, II, III)
  • OSHA, 30 Hour Certified
  • Real Estate Broker License, State of Colorado
  • CPR/First Aid/AED Certification

Accomplishments

  • Restructured financing lines of credit and equipment loans for optimal payoff period and interest rates.
  • Revamped accounting procedures and policies to include KPI structure and reporting timeline.
  • Launched new accounting software system and cashless systems to promote cost efficiency and reduction, as well as paperless and cashless programs which aided expense savings and revenue generation by 1.5%.
  • Increased net operating income (NOI) by 4% by conducting cost-benefit analysis to determine best programs for performance maximization.
  • Structured in-house renter's insurance program.
  • Analyzed and created a company benefits package.
  • Diligently engineered decrease in employee turnover from 62% to 37% with increased morale and culture.
  • Created many ancillary income programs that increased revenue by over $50k/month.
  • Implemented and designed an in-house collection department.

Career Experience

  • Chief Operating Officer, Grand Peaks Property Investments, Denver, CO, 01/01/2021, 12/31/2023, Leadership of all company operations to include Property Management, Asset Management, Accounting/Finance, Human Resources, Risk Management, Legal, IT, Marketing, and Revenue Management., Oversight of all Assets consisting of 40 stabilized, lease-up and development multi-family communities; approx. 20,000 Units; Over $3.5 Billion asset value., Creating/setting KPIs and analyzing organization structure for optimizing an efficient and well-operated company through incentives and team building., Forecasting new development pipeline and potential acquisition and disposition opportunities., Ensure financial record keeping meets GAAP requirements, auditors, and government agencies., Oversee employee benefit plans, with particular emphasis on maximizing a cost-effective benefit package to recruit top talent., Ensure Lender requirements are met with the necessary equity and debt for funding., Oversight of interest rate caps and financing restructure.
  • Chief Financial Officer, Olympus Building Services, Inc., Phoenix, AZ, 01/01/2020, Present, Oversee financial activity and welfare of organization, assessing and analyzing assets, directing staff, providing projects and strategic growth plans, and strengthening risk and control infrastructure., Develop finance organizational strategies by contributing to accounting and financial information, analyses, and strategic direction recommendations., Monitor systems, legal issues, budget process, cash forecast, and resources, in addition to studying economic trends, revenue, cost reduction, and system enhancement opportunities., Maintain insurance and bond coverage requirements, as well as manage third-party finance functions and employee benefit plans.
  • Chief Operating Officer, Nelson Real Estate, Provo, UT, 01/01/2016, 12/31/2020, Directed student, senior, and multi-family communities of approximately 15K units, reviewing and authorizing monthly financial statements and required adjustments., Exercised leadership to multiple business areas, including regional management, accounting, marketing/web/social media, collections, HR, technology, and asset management., Contributed to expansion, acquisitions, debt reduction, and real estate valuations., Designed and implemented business strategies, plans, and procedures and set comprehensive goals for performance and growth., Manage budget process and assess staff to identify and execute operational efficiencies.
  • Senior Vice President, The Carroll Companies, Greensboro, NC, 01/01/2013, 12/31/2016, Supervised financial and operational objectives of property management, overseeing 25K+ units consisting of Luxury, A, B, and A+ multi-family properties, hospitality suites, senior living, construction lease-ups, and retail sites., Oversaw department and onsite teams, leading advancement and incentive programs to boost employee morale and retention., Evaluated department performance, implementing policies and procedures to enhance efficiency and production, as well as developing safety programs.
  • Director of Asset Management, Lend Lease Americas, Nashville, TN, 01/01/2006, 12/31/2013, Functioned as Subject Matter Expert (SME) and directed multi-million-dollar budget control, asset management, compliance, strategic planning, and operations management, in addition to mentoring and supervising teams., Served as Acting COO for numerous communities, guiding project comprised of 6K units., Spearheaded PR and branding initiatives, communications, and relations to expand market visibility and delivered presentations on current and prospective initiatives to stakeholders and military officials.
  • Director of Asset Management, Thomas R Brown Assoc., Colorado Springs, CO, 01/01/1991, 12/31/2006, Oversight of commercial property types including office, medical, industrial, retail, and multi-family., Full budget responsibilities including final approval(s) and presentation(s) to owners and investors., Key oversight of safety programs and maintenance programs designed to enhance inspections., Manage and disposition of foreclosure properties and receivership properties.

Timeline

Chief Operating Officer

Grand Peaks Property Investments
01.2021 - 12.2023

Chief Financial Officer

Olympus Building Services, Inc.
01.2020 - Current

Chief Operating Officer

Nelson Real Estate
01.2016 - 01.2020

Senior Vice President

The Carroll Companies
01.2013 - 01.2016

Director of Asset Management

Lend Lease Americas
01.2006 - 01.2013

Director of Asset Management

Thomas R Brown Assoc.
01.1991 - 01.2006

C-Suite Program

MIT (Massachusetts Institute of Technology)

MBA - Accounting And Finance

University of Phoenix
Whitney Trusty