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