David Dent Email & Phone Number

La Jolla, California, United States

• BUDGETING AND FORECASTING: Worked with utilities operation to develop FY24 budget and forecast through FY28 of revenue, commodity expense, repairs and maintenance, salaries and benefits, and debt service. Entered all utilities budget model items in Oracle Hyperion Enterprise Planning and Budgeting Cloud Services financial system.• FINANCIAL MODELING: Prepared monthly utilities model and variance analysis including preparation of comments for operational and financial executive management. Used general ledger and project cost subledger to calculate revenue and expense as well as analyze transactions, trends, and balances by campus fund, account, and vendor.• ACCOUNTING: Performed utilities general ledger journal entries in Oracle Fusion Cloud and subledger for monthly reporting as well as to correct previous entries. Uploaded facilities management bills to record expenses. Prepared analysis for accrual journal entries. Researched general ledger and project cost subledger items to help campus customers understand transactions, recharge billings, and expenses.

San Diego, California, United States

Scripps is the largest healthcare provider in San Diego, with 15,000 employees serving 700,000 patients per year.• Led financial forecasting and analysis for $100 million capital budget for information technology division.• Managed annual budget process to collect input from department leaders and aggregate financial models and forecasts for use in corporate headquarters strategic planning.• Developed business intelligence dashboards of key performance indicators to monitor and discuss operating metrics, departmental targets, and uncover areas for improvement.

Centennial, Colorado, United States

Yardi Systems develops and supports industry-leading investment and property management software for all types and sizes of real estate companies. Yardi Matrix offers the industry’s most comprehensive market intelligence tool for investment professionals, equity investors, lenders, and property managers who underwrite and manage real estate investments.• Lead developer of new research products, marketing to potential clients and development & publishing of research articles and investment analysis. Product development based on feedback from growing body of data analytics users active in Multifamily, Office, Self Storage, Hotel, and Industrial property types.• Developed the self-storage research product by analyzing Yardi Matrix commercial real estate data related to new supply levels and rental rates for the largest 100 US metro areas.• Marketed the Yardi data product in presentations to national and state trade conferences in commercial real estate across nine states, presenting to trade show floor and ballroom audiences.• Wrote the first Yardi research reports on self storage industry fundamentals and recent performance trends with expert analysis of property supply, local demand, and area demographics.• Generated prospects for Sales team and on-boarded new clients to develop client base and expand revenue, becoming one of the leading commercial property data science and research publishers.• Developed multifamily market analysis framework and managed several US markets.

San Diego, California, United States

Boutique equity hedge fund launch initiated though unsuccessful• Developed portfolio strategy for long/short equity hedge fund based on demographic and macroeconomic trends that emerged after the Great Recession.• Researched and selected service providers for entity formation, prime brokerage, audit, and fund administration.• Marketed hedge fund and financial advisory service to high net worth potential investors.

Santa Barbara, California, United States

Certis Capital Management is a dedicated multi-family office that offers third-party services in equity and fixed income investment management, private equity investing, real estate investment and analysis, valuation, venture capital investing, insurance evaluation, estate planning, generational wealth transfer issues, and accounting.• Built and managed client traditional and alternative investment portfolios including hedge funds, real estate, private equity and credit, venture capital, managed futures, stocks, and bonds.• Real estate investments included distribution, logistics, office, multifamily, hotel, and retail.• Chaired the firm Investment Committee by setting the agenda to review developments in all traditional and alternative asset classes. Performed qualitative and quantitative research to develop “buy / sell / hold” recommendations on all asset classes.• Helped to double third party family relationships from 5 to 10; interfaced with families regarding growth objectives and investment performance.

Englewood, Colorado, United States

Archstone-Smith was a real estate investment trust that owned over 70,000 apartments. In 2007, the company was acquired by Tishman Speyer and Lehman Brothers for $22 billion.• Built pricing model utilized in establishing and negotiating $22 billion in asset value for entire company in conjunction with the company’s sale to Lehman Brothers and Tishman Speyer, representing the largest real estate buyout in US history.• Responsible for corporate, portfolio, and asset level financial analytics.• Developed and managed market analysis which included competitive assessment, demographics, and capital markets.• Conducted analysis for CEO, CFO, and Board related to publicly-traded peers, property strategy, mergers & acquisitions, real estate market analysis, and financing alternatives.• Calculated IRR for $2.8 billion of dispositions from 60 real estate property sales. Performed yield and cap rate valuation for $2 billion development real estate pipeline.• Published quarterly report to senior management including Wall Street analyst recommendations, macroeconomic data, real estate metrics such as construction starts, and same-store data across peers by city. As a result, management shifted out of property markets with declining dynamics and into markets with more positive momentum.• Built financial models for $2 billion European joint venture calculating shareholder value creation, rates of return, earnings impact, and leverage and debt coverage impact to company.• Furnished supporting calculations such as market capitalization, shareholder return, NAV, debt ratings, and IRR for 10-K, 10-Q, Shareholders’ Letter, Supplement, Prospectus, Board of Trustees, and Compensation Committee.• Broadcasted daily equity, debt, real estate, and market news to update senior management.

Greenwood Village, Colorado, United States

StarTek is a leading global provider of technology-enabled business process outsourcing solutions. The company provides omni-channel customer experience management, back office, and technology services to corporations around the world across a range of industries. The company has more than 45,000 outsourcing experts across 54 delivery campuses worldwide.• Developed annual budget for operating division that generated 90% of total revenue.• Introduced full suite of financial and operational metrics used to evaluate monthly productivity.• Built fully integrated financial models (income statement, balance sheet, and cash flow statement) to evaluate ROI of capital expenditure projects.• Developed pricing strategy and analysis used to negotiate with Fortune 500 clients and maintain profitability.• Wrote Management Discussion & Analysis section of the annual SEC filings and financial portion of the quarterly earnings release conference call scripts.• Created monthly reporting package using SAP to explain variances against budget and prior year results.

New York, New York, United States

The Bear Stearns Companies, Inc. was a New York-based global investment bank, securities trading, and brokerage firm that failed in 2008 as part of the global financial crisis and recession, and was subsequently sold to JPMorgan Chase.• Served as sell-side advisor to News Corp. in $5.3 billion sale of Fox Family Worldwide to The Walt Disney Company. Wrote the 40-page confidential information memorandum that was distributed to potential buyers and which outlined the content, licensing, and distribution assets of Fox Family.• Acted in joint-lead manager capacity in $400 million senior notes offering and sole placement agent in $100 million private equity placement for Latin American telecom company.• Developed valuation and financing models as well as qualitative company and industry research for use in mergers & acquisitions and financing transactions (public and private debt and equity) for European specialty chemicals manufacturer, video-game software publisher Activision, and British/Canadian children’s media company.• Performed on-site due diligence and developed valuation model in $100 million buy-side M&A advisory role for New York media firm’s acquisition of Minnesota-based magazine publisher.

Nashville, Tennessee, United States

SunTrust Robinson Humphrey was a leading, full-service corporate and investment bank dedicated to helping clients successfully manage and grow their companies through a comprehensive range of strategic advisory, capital raising, risk management, financing, and investment solutions.• Created fully integrated models and qualitative analysis used for mergers & acquisitions advisory services, privately-placed equity and debt, operational and quantitative industry assessment, and capital structure analysis for companies with revenues ranging from $100 million to $20 billion.

Master Of Business Administration (Mba), Accounting And Finance

Bachelor Of Business Administration, Accounting And Finance

Activities and Societies: President's Endowed Scholar; Student Government Association; honors graduate

Salutatorian