John A. Bertin, CPA, CFO Vice President / Chief Financial Officer / Board of Directors / Secretary-Treasurer(321) 507-7181 · Email: BertinJ@aol.com · http://www.linkedin.com/in/johnbertin Property Management & Ownership / Real Estate Development & ConstructionResidential, Office & Commercial DevelopmentsSignificant Community, Educational, Humanitarian Involvement & Leadership Business / Finance / Management Profile — 24 years management and ownership experience in the fields of banking, real estate financing, condominium conversions, property purchases and sales, real estate development, property management, construction, and human resourcesWide Ranging Industry Experience in the following: Automotive / Aviation / Banking / Brewing / Commercial & Residential Construction / Healthcare & Other Employee Benefits / Manufacturing / Non-Profit / Skilled Nursing Facilities / Oil & Gas Exploration / Property Management of Residential, Commercial, Office & Shopping Center Developments / Public Accounting / Real Estate Purchases, Sales & Development / Research & Development Highly Diverse Skills & Experience encompassing: Financial, Administrative & Operations Management / Property Acquisitions, Divestitures, Development, & Construction / Financing / Private Placement Offerings / Limited Partnerships / Due Diligence / Property Assessment, Review, Analysis & Valuations / Document Preparation & Review / Income Tax Planning / Legal Matters / Bidding / Accounting & Tax Return Preparation / Cash Management & Treasury Services / Property, Liability, Umbrella, & Workers Compensation Insurance / Insurance Claims Adjusting / Human Resources & Employee Benefits / Information Technology / Multiple Banking Relationships / Audit Engagement Supervision, Planning, Control, Procedures & Budgeting / Financial Statement & Disclosure Preparation / Condominium Conversions / Financial & Operational Audits / Back Office Lending, Mortgages & Equipment Financing / FBI Investigations / SEC Reporting Milestones & Accomplishments r Directed financial activities of 100+ separate entities affiliated with Kaftan Enterprises, as well as its general contracting activities with annual revenues in excess of $50 million r Managed 2,000+ luxury and affordable apartments and 1.5+ million square feet of commercial and office space, all conventionally financed r Supervised 100+ people in multiple divisions of Kaftan, including sales, marketing, property management operations, leasing operations, aviation operations, construction operations and office administration r Entrusted with, planned and performed all personal financial activities for key principals of Kaftan Enterprises, including investment, borrowing on personal lines of credit, and managing personal investments & assets r Introduced an annual $20 million condominium conversion line of business purchasing competitors’ properties with intent to renovate and resell r Raised $18 million from sale of limited partnership interests via syndication of real estate properties employing creative ways to offset high interest rates, developing viable tax planning alternatives, and offering investors significant tax benefits r Managed all financial reporting, correspondence, sales, limited partnership offerings, and loan acquisitions for 270 limited partners in real estate business r Maintained board membership in 20+ condominium associations assisting in startup, establishing budgets, and mentoring General Responsibilities, Skills & Accomplishments r Managed $400 million residential, office and commercial real estate portfolio including all investor relations r Secured loans from different types of lenders depending on the market, interest rates and various borrowing needs, ranging from fixed or variable rate lenders to short or long term lenders r Maintained multiple banking relationships with several open lines of credit to accommodate any financial needs that arose r Designed and instituted formalized due diligence processes to set pricing, review & analyze financial, legal and physical attributes as well as evaluating existing management effectiveness r Reviewed all legal documents to ensure compliance between legal requirements and financial needs r Selected 20+ law firms specializing in liability, litigation, real estate, contracts, collections, human resources, and many more r Selected information technology systems and purchased appropriate hardware, software, and networking capabilities r Used CAD (Computer Aided Design) program to assist in design of office & commercial space, meeting tenant specifications and ensuring proposed plans met company guidelines and owner tastes r Reviewed promotional ad campaigns and contributed to creation of company website vis-à-vis content and updates r Hired by Deloitte & Touche after completing successful audit, gaining exposure to different industries in preparing financial statements during audits and consulting engagements r Specifically requested by senior management to contribute services to FBI fraud investigations of irregularities Civic, Educational, Humanitarian Accomplishments - Held Board of Directors position and was Treasurer of Macomb County Habitat for Humanity, setting up books and records, establishing accounting methods & procedures and hired Executive Director to assume the day to day operations - Collected clothing for church sponsored mission and delivered collections to Kentucky which assisted in helping fund the operations of a shelter for battered women and their children - Earned Associates Degree in only one year, Bachelor’s Degree at age 20 on full academic scholarships, and MBA in only 21 months while attending classes and working full time - Traveled throughout Europe as part of Michigan State University Executive MBA program visiting and studying companies with unique business processes - Received MVP Awards at Kaftan Enterprises Kaftan Enterprises, Inc., Southfield, Michigan 1982 - 2006 www.kaftancommunities.com Vice President / Chief Financial Officer / Secretary / Treasurer Senior Accountant Michigan National Corporation, Bloomfield Hills, Michigan 1976 – 1980 Multi-Bank Holding Company Senior AuditorM.B.A. Executive MBA Program 1996 GPA - 3.76 Michigan State University, Troy, Michigan Bachelor of Accountancy (Cum Laude) 1975 GPA – 3.47 Walsh College of Accountancy and Business Administration, Troy, Michigan Awarded 3 Scholarships A.A.S. (Honors) Accounting 1974 GPA – 3.39 Macomb Community College, Warren, Michigan · Certified Public Accountant · Michigan Real Estate Sales License · Michigan Residential Builders License · Member of American Institute of Certified Public Accountants · Member of Michigan Association of Certified Public Accountants
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