Experience

JBG SMITH

• United States
• Real Estate
• 400 - 500 Employee

• Senior Financial Analyst, Third Party Commercial

  • Mar 2022 - Present

  • Prepare and distribute budget schedule with all pertinent due dates to Accounting, Leasing, Development and Property Management• Coordinate the preparation of budget leasing assumptions in cooperation with the Leasing Department• Coordinate development and construction fee projections with the Development Department• Prepare and test projections for base rent, tenant improvement and leasing commissions based onassumptions • Test operating and real estate tax expense recovery income projections for accuracy• Coordinate Budget and Reforecast Report changes, adding new accounts and properties in Budget andReforecast Software with the IT department• Provide annual budget and quarterly reforecasts through Argus modeling• Prepare 10 Year Financial Scenarios for Third Party Clients• Develop and test budget system specifications• Publish Monthly Financial reports from Accounting and Reforecasting software and perform related testing• Coordinate monthly download of Yardi actuals to ABF• Vet monthly reforecast reports to Yardi actuals• Create and revise Third Party Commercial reports as needed• Update policies and procedures for Third Party Commercial Budgets and Reforecasts• Oversee the Annual Budget and Monthly Reforecasting process for the Third-Party Commercial portfolio• Continuously audit and improve budget systems and processes in cooperation with the IT Department• Coordinate and prepare Annual Budget and Reforecast for key Revenue Components of the Management Company Budget including support for third party management fees Show less

• Senior Lease Administrator

  • Apr 2019 - Mar 2022

  • Review offsite team of contractor's lease abstracts and billings• Review all lease transactions for accuracy and completeness• Ensure accurate and timely recording of all lease-related obligations, including base rent increases, percentage rent, operating expense (CAM), real estate tax and insurance obligations in compliance with lease language• Provide clarity on lease details to tenants, asset management, leasing, and property management • Assist tenants with understanding lease documents, account questions and disputes• Review and post monthly recurring rental charges and calculate and post annual tenant operating expense reconciliations and operating expense estimates• Prepare and bill tenant pass-thru reconciliations/estimates for operating expenses, real estate taxes and percentage rent• Maintain and prepare tenant CAM and Tax Pools• Generate Straight Line adjustments and schedule Show less

• Lease Administrator

  • Aug 2016 - Apr 2019

  • Abstract and set up all commercial lease documents (new leases, amendments, terminations, assignments, subleases, etc) in Yardi Voyager• Calculate and enter necessary billing adjustments• Update and monitor properties’ rent rolls and square footage, maintain stacking plans• Prepare lease commission invoices, true-up adjustments and process for payment• Assist property management staff with any tenant account questions or lease questions• Maintain/track letters of credits required vs. received, expiration dates, reductions, etc.• Calculate and bill CPI rental adjustments/increases• Prepare and bill tenant pass-thru reconciliations for operating expenses, real estate taxes and percentage rent• Prepare and bill tenant pass-thru estimates for operating expenses, real estate taxes and percentage rent Show less



First Potomac Realty Trust

• United States
• Real Estate
• 1 - 100 Employee

• Lease Administrator

  • May 2014 - Aug 2016

  To manage the lease process and to ensure terms of leases are executed accurately.• Abstract leases and amendments.• Correspond with tenants regarding lease requirements.• Maintain a professional and constant relation with tenants.• Provide assistance to tenants regarding lease information and billing inquires.• Assist investigating and resolving payment and non-payment issues.• Finalize Move-In/Out and Tenant Billings Forms.• Enter Lease information into Yardi database.• Prepare tenant account reconciliations.• Record journal entries for vacancy and other recurring items.• Record late charges.• Reconcile monthly revenues.• Prepare variance reporting for revenue items.• Attend Staff meetings as necessary.• Update property rent rolls.• Prepare and calculate CAM and Real Estate Tax billings.• Calculate CAM reconciliations for all tenants.• Create budget for revenue items.• Prepare and send tenants updated monthly estimates for operating expenses and taxes.• Prepare rent adjustments based on CPI.• Analyze Office Leases and monitor critical dates.• Oversee Accounts Receivable within assigned portfolio. Show less

• Accounts Receivable Administrator

  • Jun 2013 - May 2014

  Perform all accounts receivable activities in the office including preparation, review, and maintenance of, by performing the following duties.• Contact tenants regarding delinquencies, answer numerous tenant inquiries timely.• Setup payment plans when necessary.• Review open item statements before mailed to tenants.• Correspond with both inside and outside legal counsel regarding defaulted tenants.• Lead the monthly accounts receivable meeting with all regions and select officers.• Communicate with property managers, lease administrators, and accounting personnel regarding tenant delinquencies.• Review and/or prepare tenant account reconciliations.• Determine tenants to place in bad debt, and update the reserve schedule.• Review and approve cash receipts prepared by admin.• Create and send default letters.• Attend court hearings when necessary. Show less



U.S. Department of Commerce

• Government Administration
• 700 & Above Employee

• Intern

  • Sep 2012 - Jan 2013

  • Assist in drafting public/press materials and briefing memos • Perform research in preparation for public events • Provide input on strategic planning efforts • Serve as the primary point of contact to the Department for news media, organizations and the general public • Prepare transcriptions from audio recordings • Organize the Secretary’s schedule along with sub-agency’s upcoming events • Prepare news clip packages for internal distribution of 200 staffers • Assist in drafting public/press materials and briefing memos • Perform research in preparation for public events • Provide input on strategic planning efforts • Serve as the primary point of contact to the Department for news media, organizations and the general public • Prepare transcriptions from audio recordings • Organize the Secretary’s schedule along with sub-agency’s upcoming events • Prepare news clip packages for internal distribution of 200 staffers