• Student-managed series of closed-end real estate private equity funds totaling $18.6M+ in equity commitments• Analyzed 55+ investments (ground-up development and value-add), representing $4.3B in total capitalization across 7,000+ multifamily units and $5M SF commercial space (industrial, self-storage, office, retail, hospitality, etc.)• Responsible for deal sourcing, investment underwriting, investor relations, LP annual update presentation, JV agreement negotiations, portfolio optimization, building cashflow & waterfall models, sponsor relationships, and investment committee presentations

• Conducted market and competitive property research, composed investment memorandums, and underwrote projects in mixed-use, multi-family, BTR, and office assets; prepared an RFQ for a P3 transit-oriented development opportunity• Prepared marketing materials to source leverage and equity; participated in investment committee meetings, tenant negotiations, value engineering, lender update calls, and Crescent Fund discussions with international partners• Developed and maintained relationships with capital partners, lenders, and brokers; communicated status updates and assistedwith deal closing, including due diligence coordination, JVA & loan document negotiations, and legal review

• Managed independently the P&L for near-prime installment loan products (domestic and international) and sub-prime loans for Australia, totaling $200M+ in annual revenue (40% of 2015 revenue)• Converted all pro-forma models into 3-statement format to improve earnings estimates after IPO• Collaborated weekly with product business leaders as part of a cross-functional team to drive product KPI improvement, grow revenue and EBITDA, and product line expansion; presented performance & forecast updates; represented Finance as member of the leadership team for the UK near-prime product launch• Spearheaded 1st formal annual expense budgeting process for all business units and products; led meetings with senior leaders of each unit to review actual expenses and form an annual expense budget

Food, Beverage, Tobacco, Restaurant, Retail and Consumer Products sectors

• Contributed to the credit rating of 220+ transportation & project finance entities including Public Private Partnerships (P3) and 60+ public corporates with annual revenues of $180M - $90B• Performed fundamental credit analysis as Lead Analyst on 25 companies, $6.8B+ combined total debt outstanding• Completed formal commercial credit training program• Conducted due diligence on new and existing issuers; reviewed bond indentures, credit agreements, and offering memorandums; consulted feasibility studies, industry research, and engineer reports for new construction projects• Interfaced frequently with institutional investors, investment bankers, & C-Level management• Constructed complex proforma models forecasting funding, liquidity, cash flows, and evaluate sector trends; performed stress tests, scenario analysis, sensitivities, and comparable analysis• Composed and delivered detailed presentations based on research; defended credit rating proposal in credit committees; communicated supporting credit rationale via press releases; coauthored industry research

• Supported 10 separate businesses with annual revenues of $2.3B working directly under the Controller• Executed reconciliation and analysis of the Balance Sheet ($490M in assets), journal entries of $4M+, account reconciliations, month-end and year-end close; monitored $200M of inventory including physical inventory variance analysis• Identified multiple company policy violations resulting in annual savings of $200k via weekly credit card statement audit