Alex Weldon Email & Phone Number

Annapolis, Maryland, Us

• Manage the financial operations of photovoltaic solar power system portfolios, surpassing 200 megawatts in capacity, to optimize portfolio performance and deliver exceptional returns for stakeholders.• Provide tailored financial analysis and insights to the CFO and Board of Directors, evaluating monthly performance with precision and developing strategic, forward-thinking financial targets.• Identify potential business risks, craft proactive solutions, and collaborate with ownership to ensure seamless operational efficiency.• Spearhead front-facing client communications, representing our organization to internal and external stakeholders and clients, fostering enduring relationships.• Collaborate directly with the CFO and General Manager on dynamic ad-hoc reporting and budgeting initiatives, effectively supporting informed decision-making and resource allocation.

Greenwood Village, Co, Us

• Prepared financial proformas incorporating assumptions regarding timing, rents, exit pricing, product lineup, leasing velocity, municipal fees, and other development costs to determine the viability of proposed built for rent housing projects.• Prepared competitive market analyses to help understand how proposed product lineup pricing compared to other communities in the market area.• Prepared detailed underwriting packages with relevant support data and exhibits for submittal to senior management.• Prepared term sheets and LOIs based on the terms approved by division leadership• Worked with internal and external development teams to determine budgets and schedules used in proformas.• Maintained financial proformas and competitor analyses to enhance existing communities' performance and report actual performance.

Fort Collins, Colorado, Us

• Assembled underwriting models for potential acquisitions of market rate and affordable multifamily assets to determine asset valuations and project asset performance.• Conducted market and industry research in order to bolster the firm’s multifamily presence throughout intermountain west.• Identified and engaged with key real estate stakeholders to source multifamily deal flow.• Supported due diligence efforts to ensure transactional success from contract signing through closing.• Conducted internal analyses on acquisitional and operational processes to reduce costs and maximize efficiencies.

Rockville, Maryland, Us

• Performed detailed monthly financial review of Section-8 and LIHTC multifamily communities with an aggregate value of over $1B.• Ensured that operational issues were identified, and corrective actions were taken promptly.• Assisted in property acquisitions, dispositions, and refinancing’s to expand and bolster the organization’s affordable housing portfolio.• Managed a sophisticated tax exemption procurement project for the Illinois portfolio that resulted in over$2M in annual savings.• Coordinated a LIHTC construction effort for an 18-story elderly living high rise in downtown Chicago valued at over $80M to ensure that all deadlines were met, and all financial obligations were satisfied.

Rockville, Maryland, Us

• Assembled underwriting models for potential acquisitions and dispositions valued up to $380M; models included financial statement analysis, market studies, rent roll analysis, and due diligence; grew the Washington/Baltimore metropolitan area portfolio.• Executed various monthly, quarterly, and annual financial analyses to determine asset performance on an entity and portfolio level.• Devised a more efficient and accurate method of producing monthly market surveys that curtailed costs and provided clients with reliable information about multifamily submarkets; used an MS Access-to-Excel model.• Assembled recurring financial and market reports to keep clients and executives abreast concerning the day-to-day performance of multifamily assets.• Acted as the intermediary between tax appeal attorneys and the executives/clients to ensure that multifamily assets had the most constructive tax outcomes possible.

Arlington, Va, Us

-Reconciled monthly bank statements for multifamily assets verifying that check and deposit amounts align with bank statements-Requisitioned purchase orders for various commercial properties and the corporate office in order to fulfill all material and administrative needs-Executed payments to vendors from accounts payable, ensuring that the commercial properties, as well as the corporate office, were satisfying their short-term obligations

Bethesda, Md, Us

-Designed and maintained spreadsheets detailing multifamily real estate assets leading to an organized approach for the firm to identify and engage potential clientele-Assembled commercial real estate market reports that were distributed to current and potential clientele, increasing customer satisfaction and firm exposure-Gathered contact information on potential clientele, granting the sales team easier access to future clients

Assisted the multifamily title insurance sales team by researching potential clients.

Master Of Business Administration - Mba

Bachelor Of Science - Bs, Finance

Bachelor’S Degree, Finance, General

Study Abroad, International Business & German