Kyle Whisler — Career Impact

“Built through discipline, systems, and an unrelenting standard of excellence.”

Finance Transformation

Finance Transformation & Systems Leadership

Enterprise ERP · FP&A · Automation · Controls

Architecting scalable, well-controlled finance infrastructure

Led the enterprise ERP migration to NetSuite as the single source of truth across The Agency and its subsidiaries — including post-acquisition remapping of entities, locations, departments, and the general ledger
Centralized commission processing for all real estate transactions onto Profit Power across multiple entities, replacing legacy platforms and integrating directly to the general ledger
Implemented ADP payroll with automated GL integration, Ramp for accounts-payable and spend automation, and Concur and Celigo system integrations — reducing manual effort and accelerating the month-end close
Stood up Drivetrain for FP&A, building consolidated forecasting and KPI dashboards and leading the annual budgeting process to support executive planning
Drove BlackLine balance-sheet reconciliation and standardized SOPs across Accounting & Finance to strengthen internal controls, close discipline, and audit readiness
Built out the FP&A function and led the finance organization through significant system and organizational change

NetSuite ERPProfit PowerDrivetrain FP&A RampADPBlackLine

Career Timeline

The Agency Real Estate & Affiliated Companies

$330M+ Annual Revenue · $350M Valuation · #16 RealTrends 500 · 150+ Offices · 13+ Countries

2020 — Present

Director → Vice President, Accounting & Finance

Promoted from Director to Vice President in January 2025, overseeing enterprise-wide finance across 15+ legal entities and 7 lines of business in a brand-sensitive, talent-driven, celebrity-led organization requiring discretion and strong financial governance
Led post-acquisition financial integration of the 2022 Triplemint transaction — an all-equity deal including GL restructuring, systems onboarding, policy standardization, and consolidated reporting; collaborated with private equity stakeholders on reporting alignment
Reduced monthly close cycle from 30+ days to 10 days through ERP, expense management, and reporting system implementations and automation initiatives
Primary finance lead across 8 audit types: QoE, DFPI, unsecured property tax, franchise, insurance, mortgage, 401(k), and SOX — with SOX compliance experience spanning NYSE-listed Fortune 500 environments
Leads multi-line-of-business annual and rolling budgets; develops forecasts, scenario models, and KPI dashboards to support executive planning, margin optimization, and capital allocation
Partnered with executive leadership to financially model, launch, and scale new business lines and franchise operations — evaluating ROI, unit economics, royalty structures, and long-term scalability
Oversaw $35M+ in treasury operations including liquidity planning, escrow structures, and enterprise credit programs; maintains comprehensive balance sheet reconciliations (commissions, deferred revenue, accruals, amortization, depreciation)
Built, mentored, and led a 20+ person distributed finance organization remotely from Dallas, TX — overseeing direct hires, full-time, part-time, and contract employees; establishes scalable processes, performance standards, and a culture of accountability
Led finance across 7 lines of business: residential brokerage, franchising, title, mortgage, insurance, property management, and ancillary services — including financial reporting, general ledger, AP/AR, billing, collections, treasury, and balance sheet management for each

$350M Valuation$35M Capital Raise Triplemint Acquisition30+→10 Day Close Promoted to VP · Jan 2025

Villa Real Estate & Key Escrow

#1 Luxury Brokerage, Coastal OC · $1B+ Sales Volume · 170+ Agents · Closed

2019 — 2020

Corporate Accounting Manager

Oversaw all financial operations for #1 luxury brokerage in coastal Orange County — financial reporting, general ledger, AP/AR, billing, collections, and balance sheet reconciliations including fixed assets, amortization, depreciation, deferred revenue, and commissions
Implemented streamlined accounting and financial policies yielding $250K+ in operating cost savings; strengthened controls and optimized month-end processes including journal entries and balance sheet reconciliations
Maintained monthly corporate American Express account reconciliation; filed quarterly Sales and Use Tax returns; managed FP&A inquiries, variance explanations, and ad-hoc analytics
Identified and minimized operational inefficiencies, reducing G&A expenditures
Reported directly to CFO and Director of Accounting; managed relationships with clients, vendors, and external stakeholders

$250K+ SavingsCFO Direct Report$1B+ Sales Volume

First Team Real Estate & Affiliated Companies

Private · #1 Independent Brokerage SoCal · $5.4B+ Sales Volume · 30+ Offices

2018 — 2019

Corporate Accounting Manager

Led 10+ accounting professionals at #1 independent brokerage in Southern California with $2B+ combined revenue across brokerage, title, and escrow
Supported onboarding of 600+ agents in a single year (fastest growth in company history) and accommodated 3,000 additional agents during merger activity — achieved $5M+ revenue growth without adding finance headcount
Managed cash operations including American Express account reconciliations, wire transfers, ACH payments, and AP check runs
Served as primary finance lead for employee benefits, workers’ compensation, and general liability insurance audits; supported internal and external audits
Handled regulatory compliance: surveys, censuses, property taxes, and unsecured property taxes for the state
Led 10+ accounting personnel across direct hires, full-time, part-time, and hourly employees; enforced policies, conducted annual reviews, and managed disciplinary actions
Implemented paperless accounting and system upgrades reducing G&A costs
Managed intercompany transfers and reconciliations across 5+ legal entities

600+ Agents Onboarded$5.4B+ PlatformLed 10+ Accountants

NRT / Coldwell Banker (NYSE: RLGY)

Public (NYSE: RLGY) · $6B+ Revenue · 300+ Offices · #1 U.S. Brokerage 21 Consecutive Years · $178B+ Annual Sales Volume

2016 — 2018

Senior Accountant

FP&A support across 10+ entities at #1 U.S. residential brokerage for 21 consecutive years — monthly variance analysis, annual budgeting, and forecasting at $178B+ sales volume platform
Managed monthly journal entries (depreciation, amortization, accruals) per GAAP; oversaw multi-state month-end close across 300+ offices
Reviewed Fixed Asset and Capital Lease sub-ledgers for tax purposes; supported internal audits through process narratives and user access reviews
Coordinated tax filings across departments; maintained accurate reconciliations in line with GAAP standards
Led Staff Accountants and guided multiple departments; reported directly to Controller and CFO at NYSE-listed, $6B+ revenue organization

NYSE: RLGY$178B+ Platform300+ Offices$6B+ Revenue

KGG & Associates, Inc.

Private · Real Estate Investment, Reconstruction & Property Management · $15M+ Revenue · Closed

2014 — 2016

Senior Accountant

Managed monthly bank reconciliations for multiple accounts — 200+ transactions totaling $1.25M+ monthly; proficiently utilized QuickBooks for journal entries, intercompany transactions, invoicing, and CEO-reviewed reporting
Handled real estate transactions including HUD-1 statements for purchases, sales, and refinancing
Managed HR duties: job posting, hiring, new hire documentation, benefits management, and bi-weekly payroll through a third-party provider — overseeing direct hires and part-time employees
Collaborated with mid-tier accounting firms for consulting, tax preparation, and ongoing processes; interacted with clients on accounting and construction-related property matters
Supported accounting and operations through policy development, enforcement, and IT consulting and support; partnered with CEO for strategic planning and leadership development

$15M+ Revenue200+ Monthly TransactionsHUD-1 StatementsHR & PayrollIT Consulting

Albertsons, Inc.

Fortune 500 · #2 U.S. Grocer · NYSE-Listed · SOX-Compliant Environment

2005 — 2012

Operations Manager · Assistant Service Operations Manager · Fourth Key Manager · Cashier · Bagger

Progressed through multiple roles at Fortune 500, #2 U.S. grocer over 7 years — from Bagger and Cashier through Fourth Key Manager, Assistant Service Operations Manager, to Operations Manager
As Operations Manager: oversaw store operations across all departments, managing scheduling, hiring, onboarding, training, and performance management for 30+ employees across full-time, part-time, hourly, and unionized workforces
Led operational wind-down and closure of multiple store locations; operated within SOX-compliant financial controls environment as part of a NYSE-listed Fortune 500 organization

Fortune 500NYSE-ListedSOX EnvironmentStore Closures30+ Employees7-Year Progression

The Numbers.The Full Timeline.

The Numbers.
The Full Timeline.