Kaplan CFO Solutions is excited to announce Jamie Kaltenbach as our newest Fractional CFO, based in Greenville, South Carolina. With her extensive expertise in financial leadership, spanning diverse sectors from real estate to wellness and family office management, Jamie is set to serve clients throughout the Upstate region. Her addition to the team marks a significant expansion for Kaplan into this vibrant new market, promising fresh opportunities and enhanced financial strategies for local businesses.
An Accomplished Financial Professional
Jamie’s career is distinguished by her exceptional ability to establish and refine accounting systems that drive organizational success. She is skilled at developing financial reports and models that offer insightful analysis and KPIs, enabling businesses to make informed strategic decisions.
Diverse Leadership Experience
Jamie’s career is distinguished by her exceptional ability to establish and refine accounting systems that drive organizational success. She is skilled at developing financial reports and models that offer insightful analysis and KPIs, enabling businesses to make informed strategic decisions. Jamie’s financial leadership spans multiple industries. In addition to her work in real estate, Jamie served as Chief Financial Officer for a Family Office Association, where she managed multi-generational wealth and investment portfolios, ensuring long-term financial stability for high-net-worth individuals. She also held the role of CFO at Yada Yoga, a wellness company with operations in Los Angeles and New York, providing yoga, massage, and personal training services to clients, hotels, and corporations. Her ability to apply financial strategy across varied business models showcases her adaptability and breadth of expertise.
Achieving Excellence in Real Estate Investments
Jamie began her journey at Kenneth Leventhal & Company/Ernst & Young Real Estate Group, where she laid the groundwork for her expertise in tax preparation and consulting for real estate partnerships. Jamie exploded in the real estate sector, showcasing impactful roles with prominent firms such as Morgan Stanley Real Estate Investing, Cousins Properties, and Songy Partners. At Morgan Stanley, she managed accounting for major real estate funds, including the PRIME Property Fund and the Global Fund, which encompassed diverse asset classes. Her tenure as Senior Assistant Controller at Cousins Properties involved overseeing the accounting for a substantial portfolio of Class A office spaces, showcasing her proficiency in managing large-scale assets.
In her role as Assistant Controller at Jones Lang LaSalle, Jamie expertly managed commercial real estate assets, focusing on maximizing cash returns while minimizing tax liabilities. Her clear communication of complex financial information and concepts has been a cornerstone of her success in these endeavors.
Leading Financial Reporting and Compliance
As Chief Financial Officer at Keystone National Properties, Jamie adeptly managed both corporate and operational accounting, overseeing financial reporting for real estate limited liability companies and Delaware Statutory Trusts. Her collaboration with property management teams ensured accurate financial and lender reporting, demonstrating her strong leadership and analytical skills.
At RealOp Investments, Jamie excelled as Chief Accounting Officer, leading corporate and operational accounting teams in acquisition, asset management, and property management. Her partnership with a national capital investment firm contributed to the firm’s growth as a value-add and opportunistic real estate investment company.
Mastering Distressed Property Management
Jamie’s expertise in problem-solving and cash management was vital in her role as Vice President of Accounting & Finance at TIC Properties, LLC. She successfully managed distressed properties within a tenant-in-common structure, ensuring financial stability through meticulous cash management and compliance with contracts, leases, and asset management agreements.
Expanding Horizons in Easley and Greenville, South Carolina
Jamie Kaltenbach’s addition to Kaplan CFO Solutions signifies more than just an expansion into a new geographical market; it represents a fresh opportunity to enhance financial strategies for businesses in Upstate South Carolina. Her analytical prowess and strategic insights will empower local clients to optimize their financial operations, achieve their business objectives, and navigate the complexities of today’s financial landscape.
Welcome aboard, Jamie! We are eager to see the innovative solutions and strategic advancements you will bring to Kaplan CFO Solutions and the Upstate South Carolina market.