Selected work / Margin Max

The responsibility.
The work. The result.

Cash recovered. Reporting brought under control. Operating responsibilities made clear. Explore the work and the experience behind it.

01 / Embedded General Manager & Controller

Restore financial control. Make operations accountable.

Construction operations · Financial control & workflow · Margin Max engagement

$1.5M+Aged receivables recovered in 90 days

A construction engagement connecting daily reconciliations, collections ownership and financial reporting.

Inspect the control report →
Inspect the control report
Engagement context & responsibilities

Business need

A fast-growing operation needed reliable accounting, collections ownership and operating visibility.

Responsibility & delivery

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.

Outcome & scope

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.

02 / Enterprise hospitality controllership

Lead the accounting team. Support ownership decisions.

Founder’s earlier experience · Thompson Hotel Associates / Ian Schrager Hotels

14-personAccounting-team leadership

Enterprise hospitality experience spanning multi-entity reporting, hotel openings and lender-ready financial records.

Explore the close example →
Explore the close example
Engagement context & responsibilities

Business need

Hotel openings and high-volume property operations required coordinated accounting, dependable reporting and lender-ready records.

Responsibility & delivery

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.

Outcome & scope

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.

03 / Construction-company ownership

Build the financial infrastructure. Operate through market cycles.

Founder’s earlier experience · J. Michael Group Construction

19 yearsConstruction-company ownership

Financial and operating responsibility across construction and real estate, from job costs and cash flow to lender relationships.

Explore the WIP example →
Explore the WIP example
Engagement context & responsibilities

Business need

A residential construction and real estate investment company needed financial and operating infrastructure from inception.

Responsibility & delivery

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.

Outcome & scope

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.

Reporting library

Inspect the financial
and operating work.

The first four exhibits are worked examples of reporting and control design. The remaining three recreate source-period portfolio reports.

Month-end close report overview

Month-end close

A structured example of tasks, preparation, review and exceptions.

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Balance-sheet reconciliation report overview

Balance-sheet reconciliation

An example bank-to-ledger bridge with supporting items and follow-up.

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Job costs & WIP report overview

Job costs & WIP

An example connecting project progress, cost forecasts and billing.

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13-week cash forecast report overview

13-week cash forecast

An example weekly forecast with a delayed-collection scenario.

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Sales, margin & receivables report overview

Sales, margin & receivables

Source-period reporting, with detailed figures and a reconciliation note.

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Reconciliation & integrity checks report overview

Reconciliation & integrity checks

Source-period record counts, fee reconciliation and exception controls.

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Activity & accountability report overview

Activity & accountability

Source-period activity, conversion and operating-team performance.

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Discuss the responsibility
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