• ABP Capital is a private lending and investment company that invests in a variety of asset classes, with a heavy emphasis on ground-up development as well as construction lending.• Managed and oversaw underwriters in the completion of standard processes, checklists, and reports for the underwriting, closing, and management of loans.• Managed and oversaw real estate portfolio analysts to ensure adherence to monthly reporting and budgeting processes.• Managed real estate and loan funding schedule.• Reviewed credit memos prepared by underwriters, which evaluate the creditworthiness of commercial real estate assets and loans through analysis of real estate data, third party reports, internal proformas, corporate and personal financial statements, corporate and personal tax returns, cash flow projections, and more.• Reviewed monthly asset management summaries that detail changes and updates to portfolio deals.• Interfaced with internal construction, underwriting, legal, and accounting teams to prepare periodic reports detailing the performance/progress of company assets to ensure compliance with covenants and development task/hurdles.• Managed deal closing timelines and ensured timely delivery of completed diligence packages to stakeholders for review and approval.• Streamlined existing processes, checklists, and reports to increase efficiency and delivery of information.• Reviewed and analyzed documents and reports for the related collateral, including but not limited to property appraisals, environmental assignments, construction plan sets, legal opinions, and zoning reports.

• Responsible for internal and external financial reporting deliverables on a monthly, quarterly, and annual basis ensuring all deliverables are accurate, timely, and within company policy• Coordinated, reviewed, and monitored cash needs, including loan draws and capital calls• Coordinated preparation of annual business plan and monthly forecast updates

• Reviewed loan statements, journal entries, financial statements, general ledger detail, and other supporting schedules/calculations• Reviewed and prepared A/P transactions, 1099s, and vendor records• Assisted with coordination of annual third-party audit and tax return preparation• Reviewed loan agreements, management agreements, purchase and sale agreements, lease and contract agreements, and operating agreements

• Prepared, reviewed, and analyzed the creditworthiness of all commercial loan originations and renewals by spreading company and personal financial statements and tax returns• Prepared written Credit Memorandums for presentation and approval• Compiled and analyzed real estate market data using tools such as CoStar and MLS. Effectively analyzed the information and documented market date in the Credit Memorandum• Evaluated financial statements and tax returns, historical trends, projections, management performance, industry, cash flow, and capital structure• Ordered, reviewed, and analyzed reports (credit, environmental, appraisal, and property evaluations)

• Barsa & Company is a full-service CPA firm specializing in outsourced accounting, tax preparation, tax resolution, & other professional services• Self-managed and self-directed to meet complex accounting and tax deadlines• Managed 10 clients’ monthly/weekly accounting, which included preparing monthly financial statements, processing payroll, accounts payable and receivable, workers’ compensation audits, & annual filings• Efficiently collaborated with peer to handle firm’s entire tax workload for all business entity types & individuals utilizing Lacerte tax software• Demonstrated strong attention to detail, knowledge of GAAP, & financial statement analysis

• Successfully worked with other professional staff to provide services to several key clients• Responsibilities included communicating directly with clients, managing accounts receivable and payable, accessing confidential bank information, performing account reconciliations, and investigating and acting to resolve any discrepancies or account issues• Successfully learned and utilized QuickBooks & Office Tools Pro