Commercial Real Estate Advisor

• 2021 - Present

Commercial & Residential Real Estate Advisor

• 2018 - Present

Multifamily Equity Analyst, Vice President

• 2020 - 2021

• Independently underwrote and invested in excess of $105MM of direct equity into multifamily transactions. • Communicated and interacted with brokers and deal sponsors in vetting new investment opportunities • Performed extensive underwriting and analysis for prospective investments by assembling financial models that identify the projected financial performance of an asset, and underwriting risks associated with demand, supply, income, expenses, and financing. • Assessed the proper financing structures, tax consequences, and investment returns of potential investments. • Gained understanding of various loan programs, state regulations and compliance requirements of LIHTC transactions via online research and analysis of official documentation retrieved via due diligence. • Assisted in the analysis of each affordable housing developer's financial position and operational strengths and weaknesses, including liquidity, leverage, key risk factors, projected income, repayment sources, cash flow, and ability to service debt. • Prepared underwriting memorandums and recommendations for credit and investment committee approval. • Assisted in collecting and analyzing project-level due diligence, including loan documentation, partnership agreements, appraisals, market studies, construction budgets, construction reports, etc. • Participated in customer/property/comparable property visits. • Performed Asset Management duties as requested and/or needed. Show less

Multifamily Investment Analyst

• 2019 - 2020

• Independently underwrote and invested $93MM of syndicated equity into multifamily transactions. • Rotated through three departments of the Tax Credit Equity Group Including: Front End Initial deal analysis, Back End underwriting & execution and Equity Sales. • Assisted in the underwriting of low-income multifamily transactions using the federal Low-Income Housing Tax Credit program • Afforded support to senior investment professionals, originators and executives in deal execution, due diligence and documentation • Responsible for complex financial modeling and utilizing market, data and comps to correctly underwrite each transaction • Reviewed real estate documents including leases, loan documents, appraisals, etc.) to extract pertinent information for underwriting • Developed and recommended financing/transaction structuring alternatives to present to producers and investment managers • Crafted internal pitch and investment committee packages for presentation and approval • Updated models with new assumptions from RBC and developer as well as structural changes to the deal since execution of the LOI • Worked with Investment Managers and executives to draft LOI’s and financial models to bid and win deals • Participated in weekly diligence meetings with clients, originators, investment managers and diligence specialists to discuss deal flow • Vetted and adjusted developer submitted project financials to ensure thorough and realistic underwriting is achieved • Solicited and audited market study reports and input relevant information to the applicable underwriting templates • Prepared investment marketing materials for use by the equity sales team to procure investors and equity • Worked with tax collectors and assessors to understand property tax calculation, appeal process and exemption requirements • Collaborated with asset managers & developers to analyze & adjust operating expenses based on similar properties in our portfolio Show less

Financial Analyst

• 2016 - 2018

• Supported company Controller and Executive team with finance functions • Crafted financial forecasts & models for various business entities and new ventures • Fashioned & maintained 3-year budgets and forecast for subsidiary companies • Maintained rolling forecasting model, incorporating the latest known financial assumptions • Compiled & consolidated budgetary and fiscal data received from business units • Facilitated and participated in meetings to identify business reporting needs • Proficient in data mining methods, extracting relevant information for reports and presentations. • Prepared ad hoc analysis and performance reports to assist management and sales team in evaluating special projects in a timely manner • Developed presentations of findings and results of projects • Produced financial reports evaluating completed projects, identifying current trends and evaluating variances • Explained financial reports to Company Controller and other management • Analyzed aggregate financial data to ensure accuracy of reporting • Prepared adjusting entries to correct variances and errors in financial data • Reclassed entries as needed • Provided monthly and quarterly reporting to executive management and team leads across the company • Managed Parent company & Intercompany AP/AR reconciliations & daily processing • Reconciled cash and bank statements to the General Ledger • Performed excel reconciliations for multiple Balance Sheet accounts • Spearheaded AR process and managed delinquent payments • Executed write offs approved by management • Drafted monthly invoices to be billed for multiple clients • Assisted with year end and client audit requests • Transferred money between accounts as requested by controller • Entered and approved wires for transfer of funds inside and outside of the company • Afforded input to revenue and expense management • Identified operational loss trends and afforded input for process improvement Show less

Rental Representative

• 2013 - 2015

- Executed daily collection calls for aging receivables - Solved billing disputes and discrepancies - Processed invoice payments - Billed customers as needed for fuel, damages & use - Crafted reports and spreadsheets for managers as requested. - Completed refunds and credited accounts as needed - Managed deposit procedures, rates and credit worthiness - Fulfilled end of day closing procedures & reconciliations - Resolved routine and complex inquires from customers - Served as a liaison between Penske, customers and third parties. - Requested, received and filed certificates for insurance for customers - Communicated with insurance providers on behalf of customers - Input data and verified accuracy consistently - Audited certificates of insurance for compliance and errors - Serviced various lease and commercial accounts - Discovered root cause of common errors and addressed them appropriately - Confirmed details of reservations to enhance customer experience - Performed daily operations of the rental counter - Managed and coordinated projects across different departments - Engineered new procedures for increased efficiencies - Established new business relationships while maintaining existing relationships - Trained and developed new coworkers - Anticipated and overcame customer objections in the selling process Show less