Finance and Accounting professional with 10 years of experience ranging from Public Accounting Tax Role to Analyst to Assistant CFO of a major regional commercial real estate and investment company.Primary Focus include: Budgeting, Overseeing Bookkeeping, Tax Projections, Pro-Forma’s, Financial Modeling, Financial Analysis, Financial Reporting, Investment Fund Modeling and Analysis, Valuation, New Investment Due DiligenceMeets with Company CEO and CFO regularly to outline Financial Goals, Financial Strategy, and Financial Tactics for holdings in Commercial Real Estate, Multi-Family, Hospitality, Passive Investments including PE and VC, Self-Storage, and othersTrain and Mentor Financial and Accounting Staff to deliver Financial Statements, Financial Projections, KPI’s, and other Key Financial InformationSkilled in Excel, QuickBooks, Sage, Commercial Real Estate; Financial Accounting, Reporting, and Analysis; and Investment Fund Analysis
Listed skills include Financial Analysis, Data Modeling, Investment Modeling, Financial Modeling, and 43 others.