David Aler, Cpa, Cfa Email and Phone Number
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I differentiate myself through a highly creative approach to financial analysis, recognition for authoring highly rigorous and reliable financial models, (operational, full capital stack, and interest rate derivatives), and the ability to synthesize complex issues and distill data from disparate disciplines into simple, clear, actionable insights which I can effectively communicate to any audience.Specialties: financial modeling and structuring, financial planning & analysis (FP&A), asset management, restructuring and capital markets advisory, litigation support, asset valuation, financial reporting, process reengineering, expert in Microsoft Excel.
Aler Consulting, Llc
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- alerconsultingllc.com
- Employees:
- 2
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Managing MemberAler Consulting, Llc Aug 2010 - PresentSpecializes in complex financial modeling and structuring, financial planning and analysis (FP&A), litigation support, restructuring and capital markets advisory, asset management, process reengineering and financial reporting services. Sample engagements:Chapter 11 Bankruptcy Advisory services – Engaged to perform complex modeling and structuring in connection with a Plan of Reorganization, involving $425MM of debt spread across a complex capital structure. Worked in close collaboration with senior management of the debtor, attorneys and creditors committee with a goal of bringing competing classes of creditors into agreement on a Plan of Reorganization. Plan also involved new capital procurement (2 new JVs), 363 sales, asset transfers to creditors and foreclosures. The outcome was successful confirmation of a Plan of Reorganization with dissenting creditor classes crammed down. Irving Music Factory – Engaged to structure and model a $360MM public private partnership involving a concert hall, 11 restaurants, 5 bars and hotel.Acting VP Asset Management – Engaged by a national multifamily developer to managed dispositions, refinancings, development of capital improvement plan, strategic planning and relationship management with partners and property management.Real Estate Fund – Engaged to prepare financial modeling and structuring in connection with pursuit of recapitalization of $325MM Real Estate Fund through international master feeder structure. Sourced capital procurement team for sponsor. Economic Dashboard - Developed dashboard synthesizing relationship between macro, metro and submarket economic indicators with performance of commercial real estate.Partnership Restructure – developed a financial restructure of distressed asset.Hotel Development - Structuring and modeling of two hotels, both PPP deals. Litigation Support - case between municipality and international airport over tax incentives and unfair competitive practices.
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Vice President Of Underwriting / Manager Of Corporate Social ResponsibilityThe Beneficient Company Group, L.P. Dec 2018 - Nov 2023Dallas, Texas, UsBEN provides unique products and services that offer valued liquidity and trusted solutions, including the financing and purchasing of alternative assets and comprehensive administration services for owners of alternative assets. Our products can also support tax and estate planning objectives, facilitate a diversification of assets or simply provide administrative management and reporting solutions tailored to the goals of the investor.Our suite of innovative products and services was developed to effectively serve high net worth individuals, institutions and their asset managers, and the executives and owners of private companies financed by alternative asset managers. -
CfoVictory Group Feb 2018 - Jul 2018Victory Real Estate Group, a privately held commercial real estate company founded in 2005, specializes in operating and developing commercial real estate properties.
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Director Of FinanceVerde Apartment Communities Jun 2008 - Sep 2010UsReported to COO. Verde is a diversified REIT operating in the southwest United States and northern Mexico. Responsibilities involved financial forecasting, financial reporting, capital procurement, hedging, full range FP&A services, asset management and special projects. Managed staff of five. -
Finance ManagerGranite Properties Mar 1998 - Jun 2008Plano, Tx, UsReported to CFO and Sr. Director of Investments and managed up to four financial analysts.Financial Modeling & Structuring – Provided underwriting for acquisitions, dispositions, development and debt investments; recapitalization analyses of the company; designed cutting edge DCF models (Excel templates with Argus interface); designed waterfall / minority interest model for underwriting and distributions; asset valuation; provided credit underwriting, financial modeling, negotiation, due diligence and ongoing relationship management in connection with mezzanine lending, prepared periodic asset valuation.Interest Rate Hedging:Managed interest rate derivative activity including swaps, treasury locks and collars. Monitored macroeconomic conditions to optimize timing of trades.Asset Management - Maintained consolidated cash flow forecastto support Treasury management; provided loan administration and covenant compliance; maintained minority interest (waterfall) calculations on partnership investments; analyzed credit underlying large leases and debt investments (including Porter analysis of industry); provided benchmarking and attribution analysis of yield (income and appreciation) and operational performance against the NCREIF benchmark; managed NCREIF reporting.Special Projects, Training and Research – Examples: Developed and taught best practices seminars on credit analysis, development underwriting and partnership formation; wrote white papers on hedge fund investments, financial structuring / debt placement strategy, interest rate hedging strategy, JV credit enhancement strategy, NCREIF property derivatives, and medical office / specialty hospitals; performed research on correlation between interest rate and cap rate movement, correlation between job growth and absorption at national and local market level; managed regional charity program; designed and maintained incentive and profit sharing plans
David Aler, Cpa, Cfa Skills
David Aler, Cpa, Cfa Education Details
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University Of North TexasAccounting
Frequently Asked Questions about David Aler, Cpa, Cfa
What company does David Aler, Cpa, Cfa work for?
David Aler, Cpa, Cfa works for Aler Consulting, Llc
What is David Aler, Cpa, Cfa's role at the current company?
David Aler, Cpa, Cfa's current role is Managing Member at Aler Consulting, LLC.
What is David Aler, Cpa, Cfa's email address?
David Aler, Cpa, Cfa's email address is da****@****llc.com
What is David Aler, Cpa, Cfa's direct phone number?
David Aler, Cpa, Cfa's direct phone number is +121449*****
What schools did David Aler, Cpa, Cfa attend?
David Aler, Cpa, Cfa attended University Of North Texas.
What are some of David Aler, Cpa, Cfa's interests?
David Aler, Cpa, Cfa has interest in Sporting Clays, Good Books And Red Wine, Backpacking, Bike Riding, Family And Friends.
What skills is David Aler, Cpa, Cfa known for?
David Aler, Cpa, Cfa has skills like Financial Modeling, Due Diligence, Financial Analysis, Valuation, Asset Management, Finance, Investments, Portfolio Management, Acquisitions, Financial Structuring, Commercial Real Estate, Forecasting.
Who are David Aler, Cpa, Cfa's colleagues?
David Aler, Cpa, Cfa's colleagues are Alissa Burge, Marc Champet.
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