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- A degree in Math and Economics, Summa Cum Laude, from Rice University.
- Implemented many accounting, budgeting, and reporting systems at Accenture.
- Licensed CPA more than 20 years.
- Managed and enhanced financial projection systems as VP for Lincoln Property Company.
- Implemented cash projections as CFO at National Realty Advisors.
- Developed analytic tools for derivative trading at ARBImetrics.
- Used multiple linked Excel workbooks for managing annual budgeting process for ObjectSpace where I was CFO.
- Developed all projections supporting a series of business plans for David Cook, founder of Blockbuster Video and originator of the TollTag.
- Consulted with two public companies on the development of cash forecasting models - Zix Corporation and COPsync.
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| I. Representative Financial-Related Projects |
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| » | Revenue and backlog projection for a public company Details | ||
Objective: Given estimates of signed service contracts from multiple sales channels, derive anticipated revenue and deferred revenue balances monthly for the current year and quarterly or annually over the next several years.
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| » | Cash projection for a public company Details | ||
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Objective: Determine anticipated cash position by month so that the company could anticipate short-term cash requirements.
The multi-page, customized workbook contains a summary worksheet and a series of detailed worksheets containing the following:
Contains more than 500 lines of VB code including about 10 custom functions, and a graphical depiction of cash sources, uses, and balance by month. |
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| » | Prospective P&L and balance sheet for a public company Details | ||
| Objective: Extend the cash projection worksheet produced in the prior project to produce a prospective three-year P&L and balance sheet statement. Required the following additional non-cash components:
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| » | Cash projection system for multi-family REIT Details | ||
| Objective: Identify cash available for future property acquisitions. Developed a standard multi-family cash projection template for distribution to asset managers and consolidated the results for presentation to the CEO. |
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| » | Multi-departmental annual budget for consulting firm Details | ||
| Objective: Prepare comprehensive and dependable annual
budgets for a diversified consulting firm.
Developed departmental budget template for distribution to department heads and consolidated the results across multiple worksheets. |
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| II. New Business Startup Projects
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| Prepared projections for several ventures started by David Cook (Blockbuster Video, Amtech), including CustomTracks, ZixMail, and ZixCharge. | |||
| III. Representative Specialty Projects |
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| » | Automated sales force quotation tool Details | ||
| Objective: Speed the preparation of customer quotes for products and services and ensure they satisfy profit targets. Developed for a sales force, in conjunction with finance, contains detailed instructions for use, an easy-to-use, structured worksheet for gathering customer information reliably and configuring a quote, and an attractive, automatically-generated quotation. Profit margins and pricing metrics, visible only to finance, can be reviewed before approval. Contained more than 600 lines of VB code, including 5 custom functions. Utilized protected fields, data validation with drop-down menus, conditional formatting, goal seek, and vlookup functions. |
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| » | Sales force performance and commission accounting report Details | ||
Objective: From a worksheet of active service contracts, derive salesperson performance metrics and calculate commissions and spiffs.
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| » | Residential high-rise comparative market analyses Details | ||
| Objective: Graphically depict four-year sales history of a residential high-rise
property to determine a rational sales price or purchase offer strategy.
Using a Real Estate Transaction Standard (RETS) file downloaded from a multiple listing service (MLS), generates the following charts:
Employs nearly 700 lines of VB code, including chart manipulation instructions. |
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| » | Analytic tool for derivative traders Details | ||
Objective: To monitor portfolio returns and to model the profitability of potential trades under different scenarios.
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| » | Payroll tax calculator Details | ||
Objective: Simplify preparation of annual payroll budgets.
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| IV. Representative Excel to HTML Projects |
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| With knowledge of web development (HTML, CSS, JavaScript), have used macros to merge Excel worksheet data with customized HTML templates to generate large portions of websites. | |||
| » | Agent listings on a realtor website Details | ||
With more than 3,500 lines of macro instructions, the worksheet that generates
www.NancyMartinezHomes.com:
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| » | Graduate information on a high school class website Details | ||
With nearly 600 lines of macro instructions, the worksheet that generates
www.LHHS69.org:
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| » | Gravestone inscriptions on a county historical website Details | ||
With more than 2,000 lines of macro instructions, the worksheet that generates
www.BrunswickCemeteries.org:
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- MBA from a prestigious business school.
- Successfully implemented many accounting, budgeting, and reporting systems at Accenture.
- Senior Vice President of Lincoln Property Company, one of the largest private development and management companies, responsible for many areas typically the domain of a CFO such as accounting, tax, cash management, information services, loan administration, risk management, employee benefits, payroll, accounts payable, and corporate records.
- CFO of National Realty Advisors, a series of public real estate investment trusts.
- CFO of ObjectSpace, a private software and consulting company.
- A licensed CPA 25 years.
- Successfully implemented accounting, budgeting, and reporting systems at Accenture for several real estate companies such as Lincoln Property Company and Trammel Crow.
- Senior Vice President of Lincoln Property Company, then one of the largest private development and management companies, responsible for many areas including accounting, tax, cash management, information services, loan administration, risk management, employee benefits, payroll, accounts payable, and corporate records.
- Chief Financial Officer of National Realty Advisors, a series of public real estate investment trusts.
- Arranged corporate office leases and oversaw tenant finish-out at ObjectSpace and Zix Corporation.
- Real estate licensee in Texas employing a wide range of on-line marketing and technology skills.
- Oversaw the family office of Mack Pogue, founder of Lincoln Property Company, and his brother Jack Pogue.
- Managed the personal accounting of David Cook, founder of Blockbuster Video and originator of the TollTag.
- Significant experience with real estate, securities, and investments.
- Superb technical and analytical skills.
- Smarts and the ability to deal with almost any challenge.
- As CFO of ObjectSpace, dealt with outside auditors to ready them for an initial public offering.
- Co-founded ARBImetrics, an investment company, which produced favorable returns for five years.
- Produced business projections for CustomTracks, a means to select songs and order music CDs over the Internet, and presented the business plan to potential partners with David Cook.
- Developed business plans for Internet products ZixMail and ZixCharge and was involved in product design, marketing, and sales.
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| Consulting | Real Estate | New Business Startups | Sabbatical | |||||||
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| | | 1975-1984 | | | 1984-1990 | | | 1990-2002 | | | 2002-2007 | | | 2008- | | |
- Zix Corporation: Developed multi-year revenue and backlog model, advised board on management incentive program.
- COPsync: Developed on-going cash projection model, established salesperson tracking report, created an Excel-based sales quotation tool.
- Using Excel and Visual Basic macros, created and maintained NancyMartinezHomes.com, which includes The Complete Guide to High-rise Condo Living in Dallas. Viewed by more than 100 visitors a day, this is the "go to" site for information about every high-rise residential property in Dallas County.
- Created and maintained 3525TurtleCreek.org and TheAthena.org for these buildings, which are branded Nancy Martinez, one of Virginia Cook, Realtors, VPs and top-performing agents.
- As the only licensed Realtor who is also a North Texas Real Estate Information Services (NTREIS) vendor, inserted elegantly arranged MLS information on these three sites.
- Developed the means to consolidate cumulative marketing activities and progress reports regarding a particular listing to a single web page, securely accessible by the client only.
- Utilized iContact, a contact management and email impact tracking system, to direct a widely-popular monthly events email to a universe of prospects and to target attractively-designed listing and open house notices to a select list of real estate agents gathered from NTREIS and arranged by broker office and area of specialty.
- For conducting comparative market analyses of high-rise residential units, developed a proprietary set of graphs utilizing four years of NTREIS data.
- Used a digital camera, wide angle lenses, dual flashes, and photo editor software to produce attractive, light-enhanced property photos.
- Prepared floor plans using Microsoft Visio.
- Composed copy for one- to two-minute videos of selected properties.
- Created popular family history website, Virginians.com, that has had more than a million visitors and was the subject of a favorable article in "The Virginia Genealogical Society Newsletter."
- Authored 4,000-page Southside Virginia Genealogies that was by far Genealogical Publishing Company’s #1 selling CD-ROM in 2007 and remains a popular top-ten seller.
- Pioneered a family history writing style, highlighted in an article in "The Virginia Genealogical Society Newsletter," that genealogical societies have invited me to speak about.
- Created BrunswickCemeteries.org, which has encouraged this rural Virginia county to begin identifying, inventorying, and preserving some 400 cemeteries.
- Edited Civil War Soldiers from Brunswick County, Virginia, for publication.
- Trained in voice-over, voice acting, and voice and speech.
- Volunteer reader at North Texas Radio for the Blind, a radio station delivering continuous information, news, and entertainment programs to the visually impaired.
- Using a home recording studio, voiced and produced more than 100 programs of the popular NTRB weekend program, “An Hour of Short Stories,” which is syndicated to other similar stations. For details about this program, see AnHourofShortStories.com.
- Negotiated favorable leases for expanding office needs.
- Arranged critical line of credit with NationsBank.
- Achieved investment returns in excess of targets.
- Introduced a financial projection system enabling the company to effectively deploy cash in a tight real estate market.
- Coordinated a team of 100+ functionally diverse professionals working together to react to complex and rapidly evolving business demands while achieving high service levels and containing costs.
- Substantially improved management information reporting systems, streamlined accounting practices, upgraded personnel administration, defined new employee benefits strategies including introducing a 401(k) program, and published a series of company-wide manuals aggregating more than 1,000 pages.
- Generated $10 million through a risk financing program while maintaining industry-low insurance rates. Negotiated liability insurance security requirements down by $1 million.
- Supervised the investment of cash reserves of up to $50 million.
- Modified employee benefits program to save $500,000.
- Promoted from staff consultant to manager in 3 years when career path was generally 5 to 6 years.
- Consulted principally with real estate companies, including Trammell Crow and Lincoln Property Company, and successfully conducted engagements for clients engaged in advertising and oil field services.
- Implemented accounting, financial and management reporting, billing and receivables, inventory, treasury, and disbursements systems.
Education and Certifications
M.B.A. With Distinction
B.A., Economics and Applied Mathematical Sciences
Summa Cum Laude, Phi Beta Kappa
National Association of Realtors
Associations
Community of Churches
MetroTex Association of Realtors