Business need
A fast-growing operation needed reliable accounting, collections ownership and operating visibility.
Cash recovered. Reporting brought under control. Operating responsibilities made clear. Explore the work and the experience behind it.
A construction engagement connecting daily reconciliations, collections ownership and financial reporting.
Inspect the control report →A fast-growing operation needed reliable accounting, collections ownership and operating visibility.
Controller authority and P&L oversight, with daily reconciliations, AR aging, job costing, WIP and CRM/KPI reporting. Procedures connected accounting, sales, production and scheduling.
Recovered $1.5M+ in aged receivables within 90 days. Posted, fully reconciled balances increased from roughly $2M to $8M. Captured $372,865 in approved supplement revenue across 98 claims; reconciled $38,990 in supplement fees to close with zero variance.
The reconciled-balance measure describes accounting records, not additional cash collected. CRM and reporting improvements were part of this same engagement.
Enterprise hospitality experience spanning multi-entity reporting, hotel openings and lender-ready financial records.
Explore the close example →Hotel openings and high-volume property operations required coordinated accounting, dependable reporting and lender-ready records.
As Controller / Assistant Controller across 60 Thompson NYC, Sagamore South Beach and Hudson Hotel NYC, Jeremy led a 14-person accounting team. Responsibilities included close, GAAP reporting, consolidations, intercompany accounting, departmental P&Ls, budgets, forecasts, inventory controls and capex reporting.
Supported accounting and financial reporting for entities exceeding $80M in assets. Prepared statements, reconciliations and lender-support documentation contributing to ownership’s $16.5M refinance of 60 Thompson NYC.
The refinance was an ownership financing transaction supported by Jeremy’s financial reporting work.
Financial and operating responsibility across construction and real estate, from job costs and cash flow to lender relationships.
Explore the WIP example →A residential construction and real estate investment company needed financial and operating infrastructure from inception.
As Co-Founder & Financial Controller, Jeremy owned accounting, cash flow, banking and lender relationships, job costing, WIP, payroll, AR/AP and budgeting. He connected project performance to consolidated results and acquisition, development and disposition decisions.
Nineteen years of ownership and financial responsibility for a roughly $10M business, spanning the housing downturn and pandemic disruption.
Company scale and tenure describe the historical business; no annual growth or return is implied.
The first four exhibits are worked examples of reporting and control design. The remaining three recreate source-period portfolio reports.
A structured example of tasks, preparation, review and exceptions.
Explore the full exhibit →An example bank-to-ledger bridge with supporting items and follow-up.
Explore the full exhibit →An example connecting project progress, cost forecasts and billing.
Explore the full exhibit →An example weekly forecast with a delayed-collection scenario.
Explore the full exhibit →Source-period reporting, with detailed figures and a reconciliation note.
Explore the full exhibit →Source-period record counts, fee reconciliation and exception controls.
Explore the full exhibit →Source-period activity, conversion and operating-team performance.
Explore the full exhibit →