LOVELAND, COLO. — September 19, 2016 — McWHINNEY is pleased to announce that Joe Gonzalez has joined its Accounting Team as Vice President of Accounting and Financial Reporting. Joe oversees the accounting and management reporting, external audits and financial reviews, tax planning and reporting, investor reporting, budgets and cash flow forecasts and overall activities and outputs of the accounting and financial reporting departments. Joe monitors internal control processes and directs the application of GAAP policies and is responsible for evaluating accounting systems.
Prior to joining McWHINNEY, Joe served as Director of Portfolio Management for Rialto Capital, a subsidiary of Lennar Homes. There his responsibilities included providing hands-on accounting, financial reporting and operational management advice. Joe also set up regulatory compliance procedures, established cash management and treasury control procedures and implemented best practices in management and performance measurement on all investments.
Joe also served as CFO of River-walk Development, an enterprise that owns and manages a portfolio of commercial and residential real estate, several construction projects and a finance company, along with hospitality investments in Latin America. There Joe set up all operations from financing, cash management, internal and external financial reporting to forecasting, budgeting, profit and loss analysis, and income tax planning and compliance.
Joe earned a BBA in Accounting from the University of Miami, is a Certified Public Accountant and Certified Fraud Examiner and speaks Spanish.