Blaine J. Email & Phone Number

Dallas/Fort Worth Area

Founded an entrepreneurial trust; focused on residual real estate income. Scope of responsibility included all core executive leadership, operating management, sales, marketing, vender management, finances, and property management. ● Create and perform in-depth quarterly property analysis reports ● Monthly investment metric analysis. Created a dashboard which included key metrics. (Cash on Cash, Profit Ratio with and without appreciation/depreciation, breakeven, 1,5,10 year profit/loss after a pre-set yearly property upgrade and maintenance fee) ● Weekly market analysis for future properties and projects● Manage and maintain current properties – Quarterly property walk through and inspections, Schedule or perform any required maintenance.

Addison Tx.

● Regulatory Reporting- Produce all Regulatory Reporting for SEI based accounts. The regulatory reporting would include but not limited to Monthly, Quarterly, and Annual TIC, GASB40, RC-T, SHCA, SHLA reporting.● Create and support multiple Microsoft Access Databases. - The creation of the new Access DB’s reduced risk of keying errors and allowed end users to perform daily tasks at an increased productivity rate of 58%● Optimized inherited/pre-existing processes which included multiple Microsoft Access Databases when only one was needed. This increased productivity and reduced final report creation time by an average of 45%● Schedule Monthly System Close and Database Archival (SEI Trust 3000)● Business Operations Reporting - I complete all Business Operations Reports. These include but are not limited to Account profitability, Market Value, Regulatory Eligibility, Account Status etc...● Support Ad-Hoc Reporting request –create queries from scratch and document in anticipation of future requests.● Weekly, Monthly Business Operations Metric Reporting● Create Client profiles and Onboard Clients to the JPMorgan One Portfolio View for online access● Oversight of the offshore Fee Billing Team. - Approving final fee invoices and lead the collection process on past due accounts.

Texas And Colorado

● Created and performed in-depth quarterly property analysis reports● Monthly investment metric analysis. Created a dashboard which included key metrics. (Cash on Cash, Profit Ratio with and without appreciation/depreciation, breakeven, 1,5,10 year profit/loss after a pre-set yearly property upgrade and maintenance fee)● Weekly market analysis for future properties and projects● Manage and maintain current properties – Quarterly property walk through and inspections, Schedule or perform any maintenance

At Biznet Software I built Excel based functions which pulled data directly from a database and seamlessly integrated the data into excel. To created a seamless effect I built multiple SQL (Structured Query Language) queries then deployed the optimized RDL queries (Report Definition Language) to a report server. I then completed the process by creating the Excel functions in VB (Visual Basic).

As a Lead Financial Analyst I worked directly with External International Customers as well as Internal Management. I did this by preparing weekly financial slides, monthly internal and external cost performance reports (CPRs), monthly internal and external variance reports, quarterly internal and external financial status reports (FSRs), updating Control Account Manager Program Directives (CAM PDs) and Program Directives, as well as updating all financial metrics on a weekly basis.I preformed a weekly presentation to program management to convey the health of the program, as well as acting ad the international liaison for most of the financial reports and metrics.