Experience

JBG SMITH

• United States
• Real Estate
• 400 - 500 Employee

• Vice President, Retail Asset Management

  • Jan 2021 - Present

  Serve as the asset management lead on a portfolio of 20+ mixed-use and retail assets consisting of 4,500 residential units and +1.2 million SF of retail Oversee business plan implementation and execution for each asset by developing annual budgets, identifying value creation opportunities, and leading semi-annual valuations and cash flow reforecasts Supervise team of three asset management analysts, with responsibility of leading oversight of the portfolio to achieve measurable goals and… Show more Serve as the asset management lead on a portfolio of 20+ mixed-use and retail assets consisting of 4,500 residential units and +1.2 million SF of retail Oversee business plan implementation and execution for each asset by developing annual budgets, identifying value creation opportunities, and leading semi-annual valuations and cash flow reforecasts Supervise team of three asset management analysts, with responsibility of leading oversight of the portfolio to achieve measurable goals and coordinating regular review of financial and operating results to ensure asset performance Manage internal relationships with property management, construction management, retail leasing, legal and accounting as well as external relationships, serving as the primary contact for multiple JV partners, lenders, and third-party owners Lead negotiations on key business terms for major retail leases after developing strategic direction for the asset with consideration for financial and place-making value Present recommendations to Investment Committee for asset dispositions and major retail leases after leading preparation of financial analysis and written materials Implement portfolio value-add initiatives such as converting new leasing for mixed-use retail from NNN to Fixed CAM to maximize gross rents and reduce overhead, and establishing a new process to audit tenant sales reporting to ensure that percentage rent collections were realized and accurate. Guide all major transactions of operating assets, including refinancings or debt modifications and dispositions, working with various cross-functional, internal groups on such efforts Execute asset dispositions with responsibilities that include preparing buy/hold analysis, providing sell recommendations, selecting brokers, negotiating deal terms with potential buyers, and managing the closing process

• Associate Retail Asset Management

  • Jan 2019 - Dec 2020

  Chevy Chase, Maryland Partnered with the property operations team to ensure coordinated approach to operational issues and drafted communications with major retailers Managed internal and external construction management teams to ensure tenant construction diligence and ownership interests were protected Develop and execute portfolio-wide, complex relief structures to assist struggling retailers during COVID while preserving NOI, maintaining occupancy, and minimizing re-leasing capital costs Collaborated… Show more Partnered with the property operations team to ensure coordinated approach to operational issues and drafted communications with major retailers Managed internal and external construction management teams to ensure tenant construction diligence and ownership interests were protected Develop and execute portfolio-wide, complex relief structures to assist struggling retailers during COVID while preserving NOI, maintaining occupancy, and minimizing re-leasing capital costs Collaborated with external counsel to create a process for maximizing collections and resolving landlord/tenant disputes Reviewed and approved pro-rata common area maintenance and real estate tax reimbursement charges with the lease administration team

• Senior Analyst Retail Asset Management

  • May 2017 - Jan 2019

  Managed all financial aspects of an asset such as collecting/aggregating data for ad hoc analysis, modeling 10-year cash flow forecasts, and creating sensitivities for various scenarios Performed NER analysis on leases in conjunction with merchandising strategies and tenant credit analysis to maximize asset value Prepared property level annual budgets and monthly actual-to-budget variance analysis Consolidated REIT reporting on occupancy and NOI for executive review



BrightView Landscapes

• United States
• Facilities Services
• 700 & Above Employee

• Sr. Financial Analyst

  • Aug 2015 - Mar 2017

  Rockville, MD Responsibilities included generating external and internal monthly reporting packets, including quarterly and annual results, Board of Directors presentations, investor presentations as well as the following: Designed and implemented new financial forecasting module to enable multiple, flexible, forecasts throughout the year, consolidated into our financial management application. Updated, modified and maintained company reporting packet model and supporting documentation. Partnered… Show more Responsibilities included generating external and internal monthly reporting packets, including quarterly and annual results, Board of Directors presentations, investor presentations as well as the following: Designed and implemented new financial forecasting module to enable multiple, flexible, forecasts throughout the year, consolidated into our financial management application. Updated, modified and maintained company reporting packet model and supporting documentation. Partnered with financial analysts across business units to consolidate full monthly earnings reports. Responsible for identifying core drivers in company variance analysis as well as building executive commentary on results. Rolled out bottoms-up annual budget process and developed input tools for users to submit budgets into TM1. Coordinated forecasts by line of business to provide leadership with better information about financial performance outlook. Managed corporate department overhead expenses and implemented process to expedite variance explanations to budget. Developed comprehensive annual incentive model to update our bonus accrual based on year-to-date performance and latest financial forecast information. Managed Financial Planning/Reporting systems (TM1) to monitor company’s results and serve business partners’ needs. Managed rollout of new Excel add-in tool (CAFÉ) to help users efficiently analyze financials. Partnered with our core business to incorporate Market Optimizations into our financial results to understand how events affected our business. Implemented pro forma changes to prior year’s data for better year over year comparisons of financial results. Show less



Visa

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Product Analyst

  • Feb 2013 - Jan 2015

  San Francisco, CA Visa Inc., Foster City, CA The largest credit card processing network by volume, Visa generates $13B in revenue and processes over $4 trillion in transactions annually. Business Analyst (Product Analyst), Core Processing Platform Product Management Responsibilities included managing multiple high profile/revenue products in the Visa portfolio on a BAU basis, as well as managing… Show more Visa Inc., Foster City, CA The largest credit card processing network by volume, Visa generates $13B in revenue and processes over $4 trillion in transactions annually. Business Analyst (Product Analyst), Core Processing Platform Product Management Responsibilities included managing multiple high profile/revenue products in the Visa portfolio on a BAU basis, as well as managing projects for enhancements and issue resolution. Managed semi-annual software release updates with product development, testing, and support. Partnered with cross-functional work groups to charge “Processing Integrity” fees to clients to ensure compliance with Visa Operating Regulations. Consulted clients and performed detailed analysis on their Processing Integrity fee performance to highlight main fee drivers. Served as an SME on a panel for over 100 clients aimed at improving customer experience. Created and facilitated “101-style” webinars to improve client education on product’s capabilities. Additional Responsibilities/Accomplishments Performed implementation analysis for a new industry standard, "Tokenization," to protect consumer card information. Worked with system architects, IT, and regional product offices to define and identify new products. Facilitated internal training in cross-functional areas to develop increased understanding into Visa’s “core business.” Show less



Capital One

• United States
• Financial Services
• 700 & Above Employee

• Finance Rotation Program Associate - US Card Acquisitions Finance

  • Apr 2012 - Feb 2013

  Forecast Loans Outstanding, Balance Transfers, Cash Advances, and Interest Income items for the most recent Card acquisitions Responsible for US Card and Small Business Card Marketing accruals and allocation of Marketing Expenses throughout departments of the Domestic Card business Worked closely with the business to develop direct mail and internet marketing strategies on a monthly basis Developed loan outstandings attrition curves for Treasury to properly fund the portfolio

• Virginia Tech FRP Recruiting Lead

  • Jun 2011 - Feb 2013

  Selected to lead the company's recruiting efforts based on existing school relationships and leadership abilities Developed Capital One's recruiting strategy to secure top level talent from Virginia Tech Coordinated with HR to plan recruiting events and participate in career fairs Managed a team of associates to interact with candidates at recruiting events, power days, and throughout the interview process

• Finance Rotation Program Associate - Corporate Planning

  • Jun 2011 - Apr 2012

  Managed Capital One's financial planning system, as well as the monthly outlook and flex budget processes Assisted users with system interaction and acted as a medium between IT and the end user Developed and facilitated a deep dive, educational course to enhance users' knowledge of financial systems Conducted multiple national conference calls on a monthly basis to monitor the status of various planning activities Instrumental in the development of a new financial planning database… Show more Managed Capital One's financial planning system, as well as the monthly outlook and flex budget processes Assisted users with system interaction and acted as a medium between IT and the end user Developed and facilitated a deep dive, educational course to enhance users' knowledge of financial systems Conducted multiple national conference calls on a monthly basis to monitor the status of various planning activities Instrumental in the development of a new financial planning database that allows users to forecast headcount by geography Worked to integrate ING and HSBC into the Corporate Planning systems during our acquisitions



Capital One

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst Intern

  • Jun 2010 - Aug 2010

  Richmond, Virginia Area Analyzed incentive plans and rates paid throughout a diversified top 10 domestic bank Assisted with the Chevy Chase Bank Incentives integration Received a full time offer at the end of the 10 week internship



Patten, Wornom, Hatten & Diamonstein, L.C.

• United States
• Legal Services
• 1 - 100 Employee

• Law Intern

  • May 2009 - Aug 2009

  Hampton, Virginia Researched employment law and false claims act litigation. Attended depositions, hearings, trials, and consultations with potential clients. Assisted with writing and editing legal drafts for federal judges, attorneys, and clients.