Lance Phillips CPA Email Address

Director, Accounting and Business Development

Capstead Mortgage Corporation (Capstead) operates as a self-managed real estate investment trust (REIT).

A senior financial executive with a proven track record of productivity, quality and integrity in diverse industries. Demonstrated experience in financial reporting, Sarbanes-Oxley and system implementations. Strong track record in complex operational environments including regulatory, real estate investment trusts and manufacturing. Experience working in public and private companies. Led accounting department during successful IPO process. Expertise in leading teams and collaborating with executive leadership, financial and operational management, internal audit and external audit. Specialties: Financial reporting • Initial Public Offering (IPO) • Securities and Exchange Commissions (SEC) filings • Chief Accounting Officer (CAO) • Regulatory compliance • Federal Energy Regulatory Commission (FERC) accounting • Process improvements • Internal control environments • Sarbanes-Oxley Compliance (SOX) • REIT compliance • ERP implementations (SAP, Yardi, Powerplan) • Treasury management • Risk management • Financial planning & analysis • Team building • Leadership • Mentoring