Chad York

Director Fund Accounting & Reporting, CBRE Investment Solutions | Private Equity | Private Capital | Commercial Real Estate | Fund Administration | Fund Reporting | Strategy & Transactions | Family Office

Role
Director Cbre Investment Solutions at CBRE
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Chad York

Highly motivated, proactive, and collaborative financial leader with over 25 years of progressive experience in financial services and investment management. Expertise includes:Fund Accounting and ReportingDebt & Related FinancingTax ComplianceTechnical Accounting ResearchU.S. GAAPFinancial Analysis & ReportingFinancial Planning & AnalysisCash Management Internal ControlsDue DiligenceCommercial Real Estate Revenue RecognitionLegal EntitiesControllership and Decision-SupportPurchase AccountingAsset Pricing and Fair Market Valuation

Experience

  1. Director Cbre Investment Solutions

    CBRE

    Mar 2023 — Present · Dallas-Fort Worth, TX, US

    Director for a number of real estate investment funds for CBRE\'s investment advisory business. Provide accurate and timely client reporting for assigned portfolios of investment funds. Implements processes to ensure compliance with reporting requirements. Manages client relationships for various funds. Supports new business initiatives. Plays a key role in the implementation and maintenance of accounting processes and systems. Responsible for large complex funds and involved in the detailed accounting and finance activities.

Education

  • University of Oklahoma - Price College of Business

    BBA, Steed School of Accounting

Skills

  • Financial Reporting
  • Real Estate Transactions
  • Us Gaap
  • Forecasting
  • Internal Controls
  • Auditing
  • Sarbanes-Oxley Act
  • Investor Relations Support
  • U.s. Sec Filings
  • U.s. Generally Accepted Accounting Principles (Gaap)
  • Financial Accounting
  • Private Equity
  • Due Diligence
  • Sec Filings
  • Financial Modeling
  • Cpa
  • Fund Accounting
  • Statutory Accounting
  • Accounting

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Chad York — Director Cbre Investment Solutions at CBRE in Dallas, TX, US | Unifers