Jo Merriman Email and Phone Number

I am a finance and real estate investment professional with over 20 years experience. I believe in being a true partner within an organization, promoting the delivery of strategic vision and have the tenacity and willingness to dig into all aspects of the business. I am skilled at influencing up and across organizations to drive results. I am respected for providing sound business and financial guidance that drives growth, increased efficiency, and bottom-line profits. As a highly driven person, with strong interpersonal and communication skills, I enjoy contributing both individually and as a team member. Some of my areas of experience are highlighted below:- Facilitate business growth as an active participant in the strategic direction and execution of the CEO, CIO, and CFO’s vision by bridging the financial and operations gap.- Adept at utilizing financial analysis experience coupled with real estate investment accounting to identify key metrics for performance reporting and forward planning. Strong financial planning and analysis and modeling skills in forecasting, budgets, and variance analysis.- Manage relationships with high net-worth individuals, wealth advisors, and institutional investors.- An experienced leader who creates genuine collaboration with all business partners. Leading with a “can-do” management style backed by solid experience across multiple real estate and financial disciplines, interacting with all members of an organization, from senior executives to entry level staff.- Asset management for multifamily assets, including LIHTC, student housing and conventional properties.Financial Modeling ~ Business Intelligence ~ Investor Reporting ~ Cash Flow Management ~ Budgeting ~ Process Improvement ~ Investor Communications ~ Underwriting ~ Capital Raising ~ Capital Expense Forecasting ~ Compliance