David Walters Email & Phone Number

Dallas, Texas, United States

• Led a team of financial analysts and interns and headed the Dallas and St. Louis offices’ hiring process• Developed new processes for onboarding, project financials review, and employee performance reviews• Absorbed role responsibilities of Director of Finance and Sr. Financial Analyst after their departure from firm• Worked directly with firm leadership on strategic projects and operations improvement

Dallas, Texas, United States

• Produced financial models and analyses necessary for fund performance tracking and improvement• Managed firmwide asset improvement effort, resulting in a 17% increase in cash flow to partners in 2022• Modeled fund refinancing opportunity, enabling over $1.2 million in additional partner distributions• Selected by firm CEO to model and advise on special projects and explorative business opportunities• Led analyst and intern hiring effort, resulting in 5 new employees joining the firm

Dallas, Texas, United States

• Acted as University representative to prospective students, donors, and counselors• Utilized customer service and office skills when running the front desk and performing in-office work• Assisted admissions counselors with scheduling, planning events, and logistics support

Dallas, Texas, United States

• Manage a university residence hall floor of diverse undergraduate students• Run monthly floor meetings and conduct frequent room drop-ins to discuss events, developments, and concerns to ensure students receive all information pertinent to their continued success• Work at Residence Help Desk 2 hours per week performing duties such as responding to student and staff questions, answering telephones, and managing office schedules• Selected as RA Ambassador for building, entailing leadership of RA recruitment

Phoenix, Arizona, United States

• Produced analyses and conclusions from financials which were presented to management• Applied financial modeling skills to create multiple models, including DCF, budgeting, forecasting• Assisted management team with project coordination and client data and information collection

Phoenix, Arizona, United States

• Created lease documents by parsing information from negotiations to be used for final contracts• Developed financial models in Excel now used by broker and agents in office• Prepared market analysis on over 100 potential new buildings using market-specific resources such as Costar Database• Headed effort to photograph all spaces under lease with Matterport 3D and professional-grade cameras, and created office training tutorials for said equipment

Phoenix, Arizona, United States

▪ Aided Servers with their duties and was tasked with increasing customer comfort ▪ Implemented a new restaurant opening and closing system for my position that allowed for us to finish around 20 minutes sooner than without my system

Phoenix, Arizona, United States

• Introduced a more streamlined approach to training interns, cutting training from 2-3 days to 1 afternoon• Managed volunteer teams up to 25 and increased effectiveness of contact by over 20% by focusing work on making connections with voters, not solely asking questions and polling• Assisted senior employees with planning events and rallies by providing logistics support

Bachelor Of Business Administration - Bba, Finance, General

Education record