Brian Neal

Brian Neal Email and Phone Number

Finance Analyst @ X-Caliber
United States
Brian Neal's Location
Charlotte, North Carolina, United States, United States
About Brian Neal

I am a finance and accounting professional with nine years of experience in real estate finance, audit, and financial reporting. As of May 2023, I have started an executive weekend MBA at Duke University's Fuqua School of Business. Most recently I was a Senior Analyst at Walker and Dunlop where I oversaw the engagement, underwriting, and closing of $500M of senior housing financing deals through HUD, Fannie Mae, Freddie Mac, and bridge financing. Prior to that, I spent two years in audit and assurance for Marcum, a top public accounting firm. There, I executed audit engagements of private and public companies across a variety of industries in accordance with U.S. GAAP and PCAOB regulations. I started my career as a financial reporting accountant at Trustmark Insurance. I prepared statutory and GAAP financial reports for nine companies with $2B in assets. Additionally, I performed consolidation and analysis of financial statements for upper management, and collaborated with external auditors during annual statutory and GAAP audit processes for five insurance companies. I earned a Bachelor of Business Administration in Accountancy from the University of Notre Dame. Upon graduating, I completed the CPA certification process and was licensed through 2022, with the ability to reactivate my license as necessary.

Brian Neal's Current Company Details
X-Caliber

X-Caliber

View
Finance Analyst
United States
Website:
xrcusda.com
Employees:
26
Brian Neal Work Experience Details
  • X-Caliber
    Finance Analyst
    X-Caliber
    United States
  • X-Caliber
    Sales Analyst
    X-Caliber Dec 2023 - Present
    Charlotte, North Carolina, United States
  • Walker & Dunlop
    Senior Analyst
    Walker & Dunlop Oct 2018 - May 2023
    Charlotte, North Carolina Area
    Oversaw engagement, underwriting, and closing of debt financing for healthcare real estate (skilled nursing, assisted living, independent living, and memory care) throughout the United States. Specialized in FHA, Fannie Mae, Freddie Mac, Bridge Financing, and Mezzanine Financing. Performed due diligence over key principals. Partnered with capital markets and investment sales to provide robust financing solutions to Walker & Dunlop clients.
  • Marcum Llp
    Staff Accountant - Assurance Services
    Marcum Llp Aug 2016 - Jun 2018
    Greater Chicago Area
    Charged with accountability for executing audit engagements of private and public companies across a variety of industries in accordance with U.S. GAAP and PCAOB regulations. Managed audit planning and strategy. Created budgets for audits. Led audit procedures over financial statement items and internal controls. Completed and peer-reviewed audit workpapers, checklists, memos, and engagement binders. Educated clients regarding accounting issues including changes in revenue recognition standards and going concern documentation requirements. Mentored interns, assisted with recruiting, and served as firm ambassador to the Illinois CPA Young Professional Group.
  • Trustmark
    Financial Reporting Accountant
    Trustmark Nov 2013 - Jul 2016
    Lake Forest, Il
    Provided support to statutory and GAAP reporting for 9 companies with $2B in assets. Performed consolidation and analysis of financial statements. Collaborated with external auditors during annual Statutory and GAAP audit processes for five insurance companies, managing over 100 requests. Researched and implemented reporting requirement changes for NAIC and state filings.
  • Starbucks
    Student Trainer & Barista
    Starbucks Sep 2010 - May 2013
    • Train new employees to follow best practices in the workplace based on the company mission• Cooperate with three other student trainers to manage training schedules of student workers• Improve my customer service skills while working through class rushes and resolving difficult situations• Organize and lead employee meetings
  • Gurnee Park District
    Finance Intern
    Gurnee Park District May 2012 - Aug 2012
    • Coordinated with the Financial Director in daily operations• Facilitated posting of daily cash journals to the general ledger• Collaborated with Marketing Department for two income analysis projects• Provided input and cost analysis on the selection of accounting software• Summarized invoices for vendor evaluation
  • Gurnee Park District
    Lifeguard
    Gurnee Park District 2007 - 2011
    • Communicated with managers, coworkers, and patrons to ensure safety and success• Mentored younger guards in skills and practices to help them succeed

Brian Neal Education Details

Frequently Asked Questions about Brian Neal

What company does Brian Neal work for?

Brian Neal works for X-Caliber

What is Brian Neal's role at the current company?

Brian Neal's current role is Finance Analyst.

What schools did Brian Neal attend?

Brian Neal attended Duke University - The Fuqua School Of Business, University Of Notre Dame, Warren Township High School.

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