1. Robert R. Whitaker, CPA bobwhitaker91@yahoo.com
415-860-6667
Summary
I am a licensedCPA specializingincommercialandresidentialreal estate accountingandfinance with
experience datingbackto1983. My dutieshave includedtax returnpreparation,preparationof GAAP
and marketvalue financial statements,coordinatingexternalaudits,cashmanagementand cash
projections,partnertax projectionsandsupervisingthe accountingdepartmentof averysuccessful real
estate developer. Ihave workedinpropertyandassetmanagementrolesforpropertieswithboth
internal andthirdpartyowners. Duringthisperiod,Ihave workedwithvariousaccountingsoftware and
am currentlyusingYardi.
EXPERIENCE
1997-2015 Village Properties Belmont,CA
Controller
 Responsible forall daytoday accountingfunctions of commercial andresidential
real estate developmentcompanywithassets of $500MM. Provide supervision to
staff of three to six accountants.
 Prepare andreview federalandstate tax returnsfor 150 partnerships,LLC’sandS-
Corporationsinmultiplestates. Provide tax projectioninformationtopartners.
 Prepare annual marketvalue financialstatements.
 Prepare financial statementsforexternal auditandreview.
 Analyze andforecastcompany’scashposition
 Maintainrelationships,communicate informationandprovide reportstolenders,
outside investorsandjointventure partners.
 Allocate entityprofitstopartnersaccordingtopartnershipagreements.
 Reviewactivityingeneral ledgeronamonthlybasis.
 Ensure that thirdparty propertymanagersare reportingall relevantandnecessary
information.
1987-1997 LincolnProperty ManagementServices FosterCity,CA
DivisionController/AssetManagement 1993-1997
 Prepare andanalyze proformasto determine market value forpurposesof sale,
acquisition,refinanceanddevelopment.
 Prepare workoutsandnegotiate with lendersandinvestorsof troubledproperties.
 Performextensiveworkregardingpropertytax assessmentandappeals.
 Analyze significantlease dealstoachieve maximumprojectvalue.

2. OperatingController 1987-1993
 Responsibilitiesincluded financial analysis,annual budgetingandfinancial reporting
for approximatelysevenmillionsquare feetof commercial andindustrial real estate
inNorthernCaliforniaandthe PacificNorthwest.
 Preparedtax projectionsandquarterlycashprojections.
 Reviewedandapprovedauditedfinancial statementsandtax returnsof real estate
partnerships.
 Monitoredconstructioncostreportsandconstructionloandraws.
 Preparedandanalyzedproformasto determine marketvalues.
 Coordinatedresponsestolenderandinvestorinquiries.
 Provideddirectiontopropertymanagersandaccountingstaff.
1985-1987 KennethLeventhal &Co San Francisco,CA
Staff Accountant
 Preparedandreviewedtax returnsforcorporate,individual andpartnershipclients.
 Auditedandcompiledfinancialstatementsforreal estate developers.
 Preparedcurrentvalue personal financial statementsandlitigationsupport.
 Coordinatedandadministeredclientassignmentsfordevelopers,home builders,
hotels,syndicationsandpropertymanagementfirms.
1983-1984 Miller Freeman Publications, Inc. San Francisco, CA
Jr. Accountant/Financial Analyst
 Performedaccountingdutiesforalarge publishingcompanysuchasbank
reconciliations,monthlyrecurringjournalentriesandpreparedschedulestosupport
general ledgeraccountbalances.
Education Santa Clara University, Santa Clara, California
Bachelor of Science in Commerce, major in Accounting, Class of 1982