Experience

JMF Development

• United States
• Real Estate
• 1 - 100 Employee

• Director of Asset Management

  • Oct 2021 - Present

  - Lead the Leasing and Operations/Property Management teams to develop short- and long-term strategies designed to maximize the value and tenant satisfaction of each asset - Address mid-level and high level issues and develop solutions to present to Ownership - Oversee property operating and financial performance to ensure established goals and objectives are being achieved - Supervise execution of capital projects and tenant improvements - Lead the Leasing and Operations/Property Management teams to develop short- and long-term strategies designed to maximize the value and tenant satisfaction of each asset - Address mid-level and high level issues and develop solutions to present to Ownership - Oversee property operating and financial performance to ensure established goals and objectives are being achieved - Supervise execution of capital projects and tenant improvements



Wonderspaces, Inc.

• United States
• Entertainment Providers
• 1 - 100 Employee

• Director Of Real Estate

  • Sep 2018 - Oct 2021

  - Hired to lead and create the processes for the real estate efforts of a rapidly expanding new entertainment concept across the U.S. - Manage a team of national and local brokers across major U.S. markets to identify and negotiate potential sites for lease, acquisition, or development. - Lead and direct all construction projects and ensure they are completed on time and within budget by facilitating a collaborative environment between internal stakeholders, landlord representatives, third party architects and general contractors. - Work closely with in house counsel and external local lawyers to develop a standard lease form and to acquire all necessary operating permits including liquor licenses for each location. - Strategically and creatively problem solve on a daily basis. Daily challenges are met with a determined focus to find solutions that can effectively maintain company goals and aesthetics while balancing the pressures of minimizing costs and limited resources. Show less



LaSalle Investment Management

• United States
• Financial Services
• 700 & Above Employee

• Associate

  • Jul 2017 - Sep 2018

  - Work directly with senior acquisition officers to evaluate and underwrite potential core, value-add, and opportunistic real estate acquisitions with experience across multiple property types (office, retail, multifamily and industrial).- Perform financial analyses, including the development of cash flow projections, operating pro formas, and valuation models utilizing Argus and Excel.- Manage the due diligence process, including the review and analysis of leases, operating information, legal documentation, and other investment-related information as well as touring assets and participating in tenant interviews. Coordinated transaction closings totaling approximately $1B across the U.S. and and across property types.-Draft and prepare detailed investment memos and management presentations to be presented to the firms’ Investment Committee and clients. Show less

• Financial Analyst - Acquisitions

  • Aug 2015 - Sep 2018

• Senior Accountant

  • Dec 2013 - Aug 2015

  • Review property financials for over 20 properties and prepare consolidated quarterly financial statements including preparing individual property profile pages which highlight financial performance and leasing activity. Automated the quarterly reporting process within excel resulting in an early publication of clients’ quarterly reports over the last 3 quarters. • Calculate time-weighted returns and IRR at both property and investment level and analyze results to ensure they are in line with expectations and cash flow. Prior to disposition, I work with internal asset management and external property management and run a sensitivity analysis projecting net sales proceeds and cash flow to determine approximate return range to client. • Provide quarterly capital activity to asset management and review subsequent valuation report inputs for multi-family, industrial, office and retail properties to ensure they are consistent with financial performance and communicate any inconsistencies or concerns to asset management. • Responsible for reviewing legal documents related to acquisitions and dispositions including all executed closing statements and executed lease documents for retail, industrial and office properties to confirm proper accounting is utilized and terms appear consistent with expectations. • Evaluate draft purchase and sale agreements to verify terms are feasible for client reporting guidelines and proration schedules are accurate. After closing, coordinate onboarding of new properties between external property management team and internal accounting and asset management teams. • Communicate regularly with clients regarding financial performance with a focus on explaining any deviations from budget, monthly cash flow from properties and activity related to acquisition and dispositions. Assist portfolio directors in creating meaningful slides for Annual Investor Meeting. Show less



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Audit Associate

  • Oct 2012 - Dec 2013

  Performed audit test work over significant accounts and technical accounting areas, and utilized testing over significant areas to understand financial relationships and clients’ financial performance. Specifically performed substantive test work over various areas such as investments (valuation), revenue, and equity. Test work required continued coordination with client and fellow team members to obtain proper support and documentation and to perform tasks efficiently while maintaining superior client satisfaction. Analyzed clients’ financial performance, including performing analytics over current period results versus prior period and comparing actual results to expected results based on market benchmarks and the client’s business model. Familiarity with valuation related to real estate investments such as using Discounted Cash Flow analysis and performing research related to market comparables and future cash flow. Demonstrated leadership qualities during audit engagements which involved performing test work, delegating tasks among audit staff team, and working with the Senior Associate(s), manager(s) and partner through each phase of the audits. Show less



Indiana University

• United States
• Higher Education
• 500 - 600 Employee

• Graduate Assistant

  • Aug 2011 - May 2012

  Worked alongside Professors in the Business Communications Department at the Kelley School of Business helping conduct research. Specific duties consisted of analyzing, mining, and organizing thousands of data records to determine any relationships between business communication skills/grades while at Indiana University and career path reported 5 to 10 years post graduation. Worked alongside Professors in the Business Communications Department at the Kelley School of Business helping conduct research. Specific duties consisted of analyzing, mining, and organizing thousands of data records to determine any relationships between business communication skills/grades while at Indiana University and career path reported 5 to 10 years post graduation.


KPMG
• Brazil
• Construction
• Audit Intern

  • Jun 2011 - Aug 2011


Belgacom

• Telecommunications

• Financial Control Intern

  • Apr 2011 - May 2011

  •Analyzed stock movements and stock levels of the top 2 products for the Belgacom shop and 15 indirect shops, concluding that over 1 million EURO can be saved by lowering stock levels for Belgacom shops •Conducted an analysis on over 2000 technicians to identify which are the least compliant in formal procedures and costing Belgacom over 40,000 EUR annually •Created a one page summary for the VP of Financial Control indicating the daily, weekly, and monthly stock level changes for the top 2 products to manage the direct margin more timely and efficiently Show less



Creative Cotton Products

• United States
• Textile Manufacturing
• 1 - 100 Employee

• Intern

  • May 2010 - May 2011

  Managed inventory held at 5 separate warehouses making sure all inventory was accounted for on the books Initiated an updated practice to track inventory at each location using a Microsoft Excel spreadsheet with built in functions ultimately increasing the accuracy and efficiency of the end of month inventory reconciliations Performed bank reconciliations monthly to ensure accounting records were up to date Updated current catalog and price list to reflect 2010 offerings and price increases improving customer service Contacted potential new customers indicating how Creative Cotton Products could expand their product offerings and provide better prices for existing products Show less



Maritz Research

• United States
• Research Services

• Market Research Intern

  • May 2008 - Aug 2008

  Created user-friendly Excel template to analyze cost incurred of past projects relative to estimated budgets for future projects ultimately increasing the accuracy of estimated costs to prepare bids Redesigned existing T-Mobile PowerPoint format to enhance presentation of findings utilizing PowerPoint 2007 features Reviewed open-end questions from PayPal survey and then manipulated data to effectively summarize trends found in the responses from PayPal customers Tested surveys for T-Mobile, Time Warner, and Hyatt clients to ensure readability and technical functioning prior to survey launch Developed conclusory headings for T-Mobile and PayPal reports based on research conducted and data collected to present clients with an effective and easy to understand presentation Show less