Jon Loretta joined CCM Group as Controller in February of 2017. Jon is part of the Accounting and Finance team that services CCM Real Estate, CCM Energy, the Flamboyan Foundation and DC School Reform Now. Jon is responsible for financial reporting, creation and monitoring of annual budgets, monthly, quarterly and annual year-end closes, debt compliance and reporting, general ledger and Chart of Accounts maintenance as well as any special projects as they arise.
Jon began his career as an auditor at PricewaterhouseCoopers, where he spent two years focused on not-for-profits and various private and public companies. Throughout his career, Jon has worked at Madison Marquette, The Peterson Companies and LCOR. Additionally, Jon served as Assistant Vice President of Fund Accounting at NewTower Trust Company, the trustee over two Real Estate Investment Funds totaling approximately $7 Billion in Net Asset Value. Immediately prior to joining the CCM team, Jon was a Controller at The Menkiti Group, a full-service real estate investment company located in Washington, DC, where he worked on projects such as an accounting system conversion, process improvement, cash management and forecasting, budgeting, forecasting, monthly reporting and various tax items.
Jon has an active CPA license and graduated with a Bachelor of Science Degree in Accounting from The Pennsylvania State University. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.