Experience

Nexus Private Capital

• United States
• Financial Services
• 1 - 100 Employee

• Director of Lending

  • Mar 2023 - Present

  Responsible for day to day operations of NPC's real estate lending platform.

• Analyst

  • Nov 2021 - Mar 2023

  Responsible for valuations, cash flow forecasting, and various loan processing activities.



ERCOT

• United States
• Utilities
• 500 - 600 Employee

• Treasury Analyst

  • Jan 2019 - May 2021

  • Process day ahead, congestion revenue rights and real time settlement activities to meet critical daily deadlines. • Prepare daily cash transaction summary. • Make routine daily investment/borrowing decisions. • Assist with the treasury month end close process and help ensure accounts are reconciled and variances researched. • Analyze balance sheet accounts and provide other analysis as needed. • Coordinate wire transfers and cash transfers between accounts. • Prepare journal entries to record cash activity; post cash receipts activity. Show less



CAPSTONE REAL ESTATE SERVICES, INC.

• United States
• Real Estate
• 200 - 300 Employee

• Treasury Analyst

  • Sep 2018 - Jan 2019

  - Perform treasury and cash management activities - Provide cash forecasting analysis for properties - Liquidity and working capital management for properties - Maintain treasury management system - Manage banking relationships and perform bank account administration - Perform wire and ACH funds transfers - Pay mortgages, owner distributions, reserve payments, and utilities for properties - Work with national accounts to setup utilities at properties - Create financial reports and interpret financial data - Provide cash management support to operations and property accounting teams Show less