Jade Stone Email & Phone Number

Washington DC

• Works with the acquisition team to review potential property purchases.
• Oversees the development of annual operating budgets and evaluates ongoing performance. Works with property management to identify potential synergies among properties, highlights opportunities, and implements required.
• Prepares all investor and lender reporting (monthly, quarterly, annually) with an emphasis on quality analytics of each property’s financial and operational performance tailored to satisfy the requirements of each.
• Works with Institutional Limited Partners to satisfy all reporting requirements and coordinate responses to inquiries.
• Reviews monthly financial and operational results to ensure proper accounting practices and treatment. Reconciles accounting reports to financial statements as needed. Educates and trains property management personnel.
• Prepares analysis and support of property valuations.

Washington, District Of Columbia, United States

• Oversaw the valuation process for fifty core commercial real estate properties in 30 different U.S. markets valued at $9.2 billion.
• Served as the firm lead with the appraisal management firm in applying appraisal principles and concepts, resolving any conflicts that arose.
• Monitored and reported on the status and progress of work to senior management, applying varied valuation approaches to a broad range of properties.
• Researched and developed technical advice on complex valuation issues.
• Reviewed financial models including the income approach, sales comparison approach, and cost approach in determining the overall value conclusion and highest and best for each asset.
• Reviewed discounted cash flow models, waterfalls, and entrepreneurial profit calculations to ensure consistent and accurate presentation of complex deal structures.

Washington, District Of Columbia, United States

• Maintained key aspects of the firm’s data infrastructure featuring all information relevant to financial reporting including leasing and occupancy, financial information, capital activity, construction activity, debt.
• Reviewed quarterly appraisals and summarized valuation data for assets valued at $10 billion.
• Served as technical authority on NCREIF initiatives to analyze and evaluate newly emerging guidelines to establish conformity with industry standards, and communicated those standards to the firm.
• Calculated statistics, KPIs, and visual aids (charts and graphs) for investment reporting for dissemination to management team, board, consultants, investors, and prospective investors.
• Reviewed portfolio information for due diligence requests (RFIs and DDQs) and ensured accuracy of responses prior to submission.
• Utilized regulations, rulings, procedures, and policies to ensure SEC compliance.

Bethesda, Maryland, United States

• Served as engagement lead on multiple engagements, taking responsibility for pre-engagement planning, execution, and final delivery of financial statements.
• Supervised and reviewed the work of 1-4 associates on multiple engagements simultaneously while meeting client and investor deadlines.
• Reviewed audit workpapers supporting audited financial statements.
• Performed government compliance test work for FEMA.
• Experience preparing agreed-upon procedures engagements, cost certifications, and partnership tax returns.
• Regularly interacted with quality control and partner review to resolve audit and disclosure issues.

Chattanooga, Tennessee, United States

• Assisted on audits, prepared financial statements, and prepared business and individual tax returns.
• Prepared the following tax returns: 1040s, 990s, 1120s, and 1065s.
• Clientele included contractors, small businesses, non-profit organizations, and government entities.

Chattanooga, Tennessee, United States

• Assisted on audits and prepared financial statements.
• Prepared the following tax returns: 1040s, 990s, and 1120s.
• Clientele included non-profit organizations, individuals, and small businesses.

Master Of Professional Studies, Real Estate Development And Finance, 3.967

B.S., B.S. Accounting & B.S. Finance (Double-Majored

Activities and Societies: Member of Mortar Board National Honor Society Member of Beta Alpha Psi Accounting ClubActive alumni and Mocs.

A.A., Economics

Activities and Societies: Member of Phi Theta Kappa National Honor Society