• Maintained a weekly appointment schedule with new and existing clients to build relationships and consistently grow account revenue • Consistently managed multiple requests, projects and priorities to meet deadlines • Managed all existing account communication, providing new product recommendations and training on existing products for optimal performance and customer satisfaction • Built and maintained data sets for successful account management

• Represented Aegis Living to individual shareholders, which included managing and responding to all email and phone inquiries and escalating as necessary • Revamped operating budget template and process for 30 senior living communities• Collaborated with Community Managers and Director of Analytics to refine budgets and annual operating projections and track spending on an ongoing basis• Partnered directly with Chief Financial Officer to develop annual financial strategic planning, identifying and evaluating key business risks and opportunities and presenting to senior management • Built and presented quarterly reports to provide summarized financial information for senior management, board and investors, with key insights and recommendations • Managed lender and landlord relationships, generating, distributing and consulting on their monthly and quarterly reports • Generated, distributed and presented monthly internal reports using Tableau Desktop and Server, Excel, and Yardi Voyager, creating documentation for critical processes • Built and maintained data sets for bench marking all company performance and new project ROI • Assisted in tracking new construction pre-opening processes and operations

• Created detailed development forecasts for new construction builds• Created excel models forecasting operations scenarios and cash-flows and abstracted leases and loans • Created roll-out schedules for new cable television systems in all Assisted Living communities• Assisted in implementation of new medical administration record keeping systems within 30+ communities