Experience

The Scion Group

• United States
• Real Estate
• 700 & Above Employee

• Senior Financial Analyst

  • Jul 2022 - Present

  • Executed a segmentation analysis to increase lease execution, ultimately reducing no-show rate• Created a distributable cash flow model, driving strategic financial decision-making with precise monthly projections• Showcased leadership and flexibility by taking on new responsibilities after exit of the FP&A Director since March 2023• Utilized advanced analytical skills to design an occupancy forecasting model incorporating pre-leasing assumptions, no-show rates, midyear-backfill initiatives, and other inputs allowing effective decision-making and revenue optimization• Accurately modeled multi-billion dollar portfolio’s revenue, incorporating diverse inputs (recurring revenue, bad debt, vacancy, additional income sources, & more) crucial to strategic goals and demonstrating advanced ability to own this process• Implemented comprehensive sensitivity analysis within the Budget process, presenting conservative and optimistic revenue scenarios to the Executive Team & impact to NOI• Designed decks and expertly presented to the Executive Team, showcasing meticulous approach in budgeting methodology, addressing questions & critiques, and providing insightful solutions• Regularly collaborate with Acquisitions and Investments team, providing valuable analyses & instrumental support in asset disposition, onboarding, and recapitalization processes• Directly managing the Investor Relations function, bolstering investor confidence through comprehensive quarterly reporting, recurring variance reviews, and addressing inquiries• Led midyear reforecasting, driving revenue reforecasting, empowering the FP&A Team with customized templates for trend analysis, and fostering cross-departmental collaboration to identify opportunities for maximizing NOI• Optimized the quarterly investor reporting process, effectively reducing turnaround by 80% in addition to a more accurate output• Expertise in PowerBI and other BI tools, transforming information access across the company Show less

• Financial Analyst

  • Jun 2021 - Jul 2022

  • Built a dynamic PowerBI dashboard during the 2023 Budget process to review where it stands against historical performance, which included the income statement, variance analyses, KPIs, and other tools to provide new insights• Developed a monthly reporting package effectively summarizing performance and other KPIs across the portfolios• Created a Capital Expense report for the executive team to track progress of our initiatives• Proved to be a critical team member during the 2023 Budget process by building budgeting templates for other departments, processing changes on the fly, validating the budget, and being the point of contact for 100+ properties• Owned the investor cash distribution model, such as implementing new methodologies to maximize distributions (improving IRR as a result) and reducing turnaround through better automation• Ability to communicate with internal and external stakeholders by providing data-driven insight into questions• Became the go-to analyst on the FP&A Team for ad hoc requests, due to the trust that it will be completed accurately with little guidance• Gained familiarity and had direct influence in multiple different functions, including but not limited to: financial reporting, budgeting and forecasting, capital expense planning, acquisitions and dispositions, and cash flows Show less



MVT Telecom, LLC

• Financial Planning Associate

  • Sep 2019 - May 2021

  • Developed standardized, recurring financial reporting along with completing ad hoc analyses • Forecasted key general ledger accounts • Integrated the use of a centralized database • Presented financial data to senior leadership using effective visualizations and interpretation • Demonstrated tact as a financial analyst through this part-time opportunity while balancing responsibilities as an undergrad student • Developed standardized, recurring financial reporting along with completing ad hoc analyses • Forecasted key general ledger accounts • Integrated the use of a centralized database • Presented financial data to senior leadership using effective visualizations and interpretation • Demonstrated tact as a financial analyst through this part-time opportunity while balancing responsibilities as an undergrad student



Amtel LLC

• United States
• Retail
• 100 - 200 Employee

• Financial Analysis and Accounting Internship

  • Jun 2019 - Aug 2019

  • Built a one-click monthly financial reporting and analysis package that automatically updates • Built a labor-cost model, identifying points of intrigue which ultimately reduced company expenditures • Collaborated with the data analytics team to create a live-link from QuickBooks into PowerBI, streamlining information access for the entire Finance Department • Conducted a store-performance analysis used for high-level decision-making • Forecasted the Income Statement and Balance Sheet through year-end 2019 • Synthesized complex data into clear visualizations and conclusions • Discovered ways to automate various processes, e.g. effectively reducing reconciliation completion-time by 95% • Worked directly with the Controller in completing the monthly closings Show less



Purdue University

• United States
• Higher Education
• 700 & Above Employee

• Peer Mentorship

  • Aug 2018 - Feb 2019

  • Built numerous Excel models featuring sophisticated formulas to assist problem-solving • Effectively simplified complex information to enhance students' understanding • Utilized strong communication and interpersonal relationship skills to lead discussions and maintain positive atmosphere • Built numerous Excel models featuring sophisticated formulas to assist problem-solving • Effectively simplified complex information to enhance students' understanding • Utilized strong communication and interpersonal relationship skills to lead discussions and maintain positive atmosphere