Director, Multifamily Acquisitions

• Jan 2023 - Present

Senior Associate

• Jan 2022 - Jan 2023

Associate

• Jun 2021 - Jan 2022

Senior Analyst

• Nov 2020 - Jun 2021

Analyst

• Apr 2019 - Nov 2020

Financial Analyst-Valuations

• Sep 2017 - Apr 2019

• Prepare, update and maintain complex commercial real estate financial models utilizing Argus, Excel, Yardi, and MRI software • Assist with the preparation of annual business plans and quarterly updates • Prepare quarterly and annual market valuations • Assist with acquisition due diligence including lease review, market research and benchmarking • Prepare quarterly fund level return projections and quarterly cash, debt and guaranty reports • Analyze property operating statements and address any variances from budget • Oversee the preparation of monthly significant event memoranda • Coordinate year end audit and tax preparation with external auditors and tax preparers • Prepare reports including compliance reporting for lenders • Act as direct contact and communicate with Asset Managers, Property Accountants, Property Managers, and Bankers • Ad hoc financial modeling and data requests as required Show less

Financial Analyst

• Jul 2016 - Aug 2017

• Managed the preparation/submission of consolidated/non-consolidated US GAAP financial statements and disclosures • Performed full detailed monthly closing of standalone legal entity income statement & balance sheet • Analyzed intercompany balances, reconciliations, daily funding payments, and resolved breaks • Performed SOX control procedures, balance sheet substantiation, and country exposure risk analysis • Performed control functions of financial reporting while working closely and managing relationships with various parties • Provided variance analysis and prepared management reporting packs on monthly/quarterly basis • Prepared financial statements for audit and regulatory reports for various federal and state agencies • Interacted regularly with regulators, auditors, and tax authorities Show less

Junior Analyst

• Oct 2013 - Jul 2016

Maintaining accounting records for various real estate private equity portfolios, updating accounting databases and processing backups, enter/validate/complete multiple A/P runs, weekly and monthly bank reconciliation for several entities; verification of financial reports, researching and resolving various audit test requirements, and auditing multiple monthly construction project draw requests. Maintaining accounting records for various real estate private equity portfolios, updating accounting databases and processing backups, enter/validate/complete multiple A/P runs, weekly and monthly bank reconciliation for several entities; verification of financial reports, researching and resolving various audit test requirements, and auditing multiple monthly construction project draw requests.

Assurance Intern-Real Estate Practice

• Jan 2015 - Mar 2015

Assisting various teams in the execution of specific audit procedures, analyzing audit evidence, participating in one-on-one and small group client analysis meetings, creating work products, documenting and analyzing procedures performed, the results, and conclusions reached, and identifying potential client issues while suggesting attainable solutions to team lead and managers. Assisting various teams in the execution of specific audit procedures, analyzing audit evidence, participating in one-on-one and small group client analysis meetings, creating work products, documenting and analyzing procedures performed, the results, and conclusions reached, and identifying potential client issues while suggesting attainable solutions to team lead and managers.