Collaborate directly with the CEO, CFO and business unit leaders to provide action oriented, business focused analysis to facilitate profitable growth. Support major corporate financial decisions including recapitalizations, acquisitions and divestitures. Provide accurate, timely analysis for key areas including: monthly financial packages, budgeting, forecasting, pricing, cost analysis, efficiency and utilization.

Contract role for an outdoor building products distributor. Using Oracle NetSuite and Microsoft Excel, provided data driven financial analysis to identify cost inefficiencies and potential revenue generating opportunities. Recommended profit improvement strategies to the executive team.

Demonstrated a robust track record in both public and private security investments. Sourced investment opportunities, conducted comprehensive financial analysis, offered actionable recommendations, and constructed a diverse portfolio with a primary focus on loans, bonds, and equities in underfollowed companies. In addition, profitably managed a $150M portfolio of commercial real estate assets, leading sourcing, market analysis, partnership negotiations, and financial oversight across various… Show more Demonstrated a robust track record in both public and private security investments. Sourced investment opportunities, conducted comprehensive financial analysis, offered actionable recommendations, and constructed a diverse portfolio with a primary focus on loans, bonds, and equities in underfollowed companies. In addition, profitably managed a $150M portfolio of commercial real estate assets, leading sourcing, market analysis, partnership negotiations, and financial oversight across various property types, including hotel, office, and industrial properties.● Spearheaded investment initiatives resulting in multiple projects surpassing a 20% internal rate of return (IRR), demonstrating a track record of effective leadership in delivering strong investment outcomes.● Improved investment team efficiency by creating and implementing an Excel-based tool, facilitating streamlined comparisons of a curated selection of investment opportunities for analysts and the investment committee.● Evidentiated successful communication and relationship-building abilities, facilitating the ability to collaborate with portfolio managers, analyst colleagues, operating partners, and company management teams while influencing and sharing ideas effectively. ● Demonstrated proficiency in quantitative and qualitative analysis, enabling comprehensive assessment of companies, industries, and economic factors, with expertise in utilizing software tools like Excel and database management.● Presented quarterly investment summaries to both investment committees and external investors.● Engaged in monthly meetings focused on leasing updates, profit and loss statement assessments, cash flow projections, budget management, and variance analysis discussions. Show less

Conducted comprehensive financial research, analyzed market data, and developed financial models to support investment decision-making. Collaborated with senior team members to assess risk, evaluate investment opportunities, and prepared reports to communicate findings.● Assisted in the process of determining the optimal allocation of assets within investment portfolios to meet specific objectives and risk tolerance.● Monitored the performance of investments and portfolios, tracked… Show more Conducted comprehensive financial research, analyzed market data, and developed financial models to support investment decision-making. Collaborated with senior team members to assess risk, evaluate investment opportunities, and prepared reports to communicate findings.● Assisted in the process of determining the optimal allocation of assets within investment portfolios to meet specific objectives and risk tolerance.● Monitored the performance of investments and portfolios, tracked key performance indicators, and made recommendations for adjustments as needed.● Created reports and investment memos to communicate analysis findings and recommendations to senior team members and clients. Show less