Monica Retka

Asset Manager at The Excelsior Group
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Contact Information
us****@****om
(386) 825-5501
Location
Minneapolis, US
Skills

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Bio

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Credentials

  • Advanced Study Real Estate Finance Certification
    NAIOP
    Aug, 2022
    - Nov, 2024
  • Real Estate Finance Certification
    NAIOP
    May, 2022
    - Nov, 2024

Experience

  • The Excelsior Group
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Asset Manager
      • May 2023 - Present

      Responsible for national portfolio management and performance reporting for a private equity real estate portfolio across multi-family, office, and industrial asset classes. Key responsibilities include: - creating strategies to maximize asset values that exceed industry benchmarks and increase investor returns - providing leadership and oversight of financial, capital, operations and administrative aspects of the portfolio - managing relationships with equity partners… Show more Responsible for national portfolio management and performance reporting for a private equity real estate portfolio across multi-family, office, and industrial asset classes. Key responsibilities include: - creating strategies to maximize asset values that exceed industry benchmarks and increase investor returns - providing leadership and oversight of financial, capital, operations and administrative aspects of the portfolio - managing relationships with equity partners, lenders, key vendors, and property managers

    • Asset Management Associate
      • Mar 2022 - May 2023

      Multifamily Asset Management and Portfolio-Level Reporting

  • Greystar
    • United States
    • Real Estate
    • 700 & Above Employee
    • Data Analytics Manager - Customer Experience
      • Apr 2021 - Mar 2022

      • Focal point for all data processes, data integrations, and reporting requests for growing department of 15+ • 1 direct report and currently hiring for 2nd direct report • Managed ongoing performance tracking of Strategic Initiatives and disseminate reporting insights to a variety of leaders and stakeholders • Prepared and presented high-quality PowerPoint data visualization for monthly Executive Committee meetings • Developed financial models for pilot initiative proposals… Show more • Focal point for all data processes, data integrations, and reporting requests for growing department of 15+ • 1 direct report and currently hiring for 2nd direct report • Managed ongoing performance tracking of Strategic Initiatives and disseminate reporting insights to a variety of leaders and stakeholders • Prepared and presented high-quality PowerPoint data visualization for monthly Executive Committee meetings • Developed financial models for pilot initiative proposals, sourcing best datasets for each scenario

    • Sr. Financial Analyst - Conventional Owned Assets
      • Dec 2019 - Apr 2021

      • Aggregated data from a growing portfolio of 170+ properties (51k units) • Custom-built proprietary underwriting model leveraging VBA excel coding later adopted by entire domestic business portfolio, building efficiency with hard-coded global assumptions, and reducing turnaround time to clients by days • Reconciled corporate P&L statements monthly, investigating excessive expenses and reporting discrepancies to maintain a positive cash position throughout COVID-19. • Reconciled… Show more • Aggregated data from a growing portfolio of 170+ properties (51k units) • Custom-built proprietary underwriting model leveraging VBA excel coding later adopted by entire domestic business portfolio, building efficiency with hard-coded global assumptions, and reducing turnaround time to clients by days • Reconciled corporate P&L statements monthly, investigating excessive expenses and reporting discrepancies to maintain a positive cash position throughout COVID-19. • Reconciled monthly property financials, investigating excessive variances, and supported adjacent accounting processes • Audited property management agreements and prepared lease abstracts • Develop communications, agendas and data points for weekly, monthly and annual property and asset management meetings. • Manage quality assurance across our portfolio implementing internal audits and creating complex-function excel tracking workbooks.

    • Operations & Financial Analyst - Midwest Portfolio
      • Mar 2018 - Dec 2019

      • Aggregated data from a growing portfolio of 35+ properties (9.5k units) • Coordinated and lead all due diligence services for the region, including: Lease File Audits, Unit Walks, Property Conditions Report, Misc. Report Collection, Executive Narrative • Communicated market performance reports, portfolio changes and annual budgeting support to over 20 unique clients. • Managed administrative work and accounting draws for the region's $17MM annual Capital Projects scope across… Show more • Aggregated data from a growing portfolio of 35+ properties (9.5k units) • Coordinated and lead all due diligence services for the region, including: Lease File Audits, Unit Walks, Property Conditions Report, Misc. Report Collection, Executive Narrative • Communicated market performance reports, portfolio changes and annual budgeting support to over 20 unique clients. • Managed administrative work and accounting draws for the region's $17MM annual Capital Projects scope across approx. 30 assets, communicating with contractors, subcontractors and suppliers to track individual project progress. • Bolstered annual revenue through identification of undeveloped and untapped revenue streams, approx. $175k of captured additional revenue. • Performed over 20 property proformas for multi-million dollar deals to drive our business development strategy and growth. • Steward of the region’s market survey repository and proprietary template, completing all new business market survey requests

    • Property Budgeting Analyst - Business Intelligence
      • Sep 2015 - Feb 2018

      Part of a 4-person team that: • Developed, deployed and maintained Greystar's proprietary budget model, "Foresight", utilized by approx. 1,000 assets per year and released twice a year with new, enhanced models. • Conducted trainings and published guides on complex scenario budgeting (e.g., lease-ups, renos, affordable units) • Handled approx. 25 service tickets per day, resolving budget issues and/or incorporating model enhancement requests • Cross-trained with ancillary… Show more Part of a 4-person team that: • Developed, deployed and maintained Greystar's proprietary budget model, "Foresight", utilized by approx. 1,000 assets per year and released twice a year with new, enhanced models. • Conducted trainings and published guides on complex scenario budgeting (e.g., lease-ups, renos, affordable units) • Handled approx. 25 service tickets per day, resolving budget issues and/or incorporating model enhancement requests • Cross-trained with ancillary departments – Accounting, Construction, Marketing, Legal, Risk / Insurance – to gain holistic understanding of real estate operating

  • Rent Buzz
    • United States
    • Advertising Services
    • Product Manager
      • May 2015 - Sep 2015

      Rent Buzz works with property owners, managers, and training companies within the multi-family space to develop best practices for marketing and lead conversion. As Rent Buzz continues to develop its presence in the industry, a large aspect of my job has been to guide the development of our reporting and advance its value to our clients. This is achieved by understanding the end goal of users and advocating for the development of all features to enhance client engagement. I personally… Show more Rent Buzz works with property owners, managers, and training companies within the multi-family space to develop best practices for marketing and lead conversion. As Rent Buzz continues to develop its presence in the industry, a large aspect of my job has been to guide the development of our reporting and advance its value to our clients. This is achieved by understanding the end goal of users and advocating for the development of all features to enhance client engagement. I personally handle the onboarding and relationships with our large-opportunity clients but also work closely with our team of account managers to produce onboarding training materials and resources for flawless execution of all new Rent Buzz account implementations. As our client base grows, my role has evolved to include pursuing integration with third party vendors and partnership agreements. In the time that I have been responsible for the growth of Rent Buzz, we have doubled revenue, greatly improved client engagement, and halved new account implementation time.

    • Sr. Implementation and Strategic Accounts Consultant
      • Jun 2014 - May 2015

      • work closely with Corporate-level marketing teams, General Managers, Office Managers and business owners to analyze their marketing and client acquisition performance • lead a team of seven-employees responsible for on-boarding new clients on to our phone performance analytics software • Conduct training sessions onsite, online, and on the phone • Work alongside clients in various industries: Automotive, Medical, Dental, Service Centers, Multifamily Housing, Veterinary

  • Nashville Mobile Market
    • Greater Nashville Area, TN
    • Operations Manager
      • Jan 2012 - Jan 2013

      • responsible for inventory control and mechanical functioning of a mobile grocery store that brings healthy food options to 11 disenfranchised Nashville communities • enhanced public recognition and brand awareness of the company through community outreach • responsible for inventory control and mechanical functioning of a mobile grocery store that brings healthy food options to 11 disenfranchised Nashville communities • enhanced public recognition and brand awareness of the company through community outreach

  • Women for Women International
    • United States
    • Non-profit Organization Management
    • 200 - 300 Employee
    • Marketing & Outreach Intern
      • Jun 2012 - Aug 2012

      • assisted in writing, proofreading, and editing final materials for online and print publication • member of an inter-departmental team that planned for future marketing campaigns and donor acknowledgement events • monitored marketing opportunities by maintaining the direct mail and soft copy database of internal and competitor files • assisted in writing, proofreading, and editing final materials for online and print publication • member of an inter-departmental team that planned for future marketing campaigns and donor acknowledgement events • monitored marketing opportunities by maintaining the direct mail and soft copy database of internal and competitor files

Education

  • Vanderbilt University
    Bachelor of Science - BS, Human & Organizational Development, Medicine Health & Society
    2010 - 2014
  • School for International Training
    Peace Studies and Conflict Resolution
    2014 -

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