- Manage $400 million commercial real estate portfolio (office, industrial, residential, multi-family)- Over $500 million of origination's since 2016- Oversee due diligence, underwriting, business development, and portfolio management

Assist with preparation and review of internal and external financial reports, primarily SEC required filings for 3 real estate fundsPrepare annual corporate budget for 3 real estate funds comprised of 34 properties Perform monthly financial analysis and prepare quarterly reporting packages for management and the Board of DirectorsCollect and analyze commercial real estate market data and competitor performance Prepare quarterly cash flow forecasts to determine property values in conjunction with impairment analysisPrepare financial models, debt covenant calculations, projections and ad-hoc analyses

Commercial Real Estate BrokerageDuties included representing the commercial real estate interests of corporations with services such as strategic planning, site selection, lease negotiation, transaction management, and lease administrationMaintained daily contact with prospective clients and prepared client presentationsCompiled and analyzed economic, demographic and real estate market dataTasked with review and analysis of proposals and leasesOriginated approximately $5 million in sale and lease transactions

Financial Due DiligencePerformed full and limited scope financial due diligence for private equity-led acquisitions ranging from $10 million to $100 millionDuties included preparing presentations and reports, management interviews, financial statement analysis, internal controls assessment, revenue and gross margin analysis, quality of earnings analysis, financial modeling, and cash flow analysisTasked with identifying potential risk areas and delivering high quality analysis of target company operations within condensed timelinesPrepared reports and communicated accounting, operational and acquisition-related findings to engagement partner and private equity principalsExtensive experience building complex analytical models by incorporating industry and company specific data to identify and explain significant or unusual trends

Duties included the day-to-day management of the financial audit of a multi-national public company with $1 billion in yearly sales and a private company with $600 million in yearly salesServed as the lead contact and coordinated the domestic and international engagement team and ensured client and SEC imposed reporting deadlines were metDirectly supervised numerous staff professionals including review of work performed, performance evaluation, and professional developmentActively participated in the firm internship program and recruitment of potential employeesResponsibilities included assisting in the audit planning process, ensuring the accuracy of financial reporting and SEC compliance for quarterly and annual financial statementsParticipated as an instructor at multiple in-house training programs for new employeesSignificant technical experience related to FASB 13, FASB 28, FASB 66, FASB 98, FASB 123R, SOP 97-2, SOP 98-1, SAB 104, SAB 108, EITF 97-10, and EITF 00-21Received multiple performance based awards and consistently ranked at the top of peer group

Duties included the day-to-day management of the financial audit of a multi-national public company with $1 billion in yearly sales and a private company with $600 million in yearly salesServed as the lead contact and coordinated the domestic and international engagement team and ensured client and SEC imposed reporting deadlines were metDirectly supervised numerous staff professionals including review of work performed, performance evaluation, and professional developmentActively participated in the firm internship program and recruitment of potential employeesResponsibilities included assisting in the audit planning process, ensuring the accuracy of financial reporting and SEC compliance for quarterly and annual financial statementsParticipated as an instructor at multiple in-house training programs for new employeesSignificant technical; 21Received multiple performance based awards and consistently ranked at the top of peer group

Conducted data gathering, testing and analysis in accordance with audit programsConducted operational, financial, and investigative audits and internal control reviews of a wide variety of University departments

Developed and implemented daily workouts for UCSB Men’s and Women’s Water Polo teamShared duties in evaluation and recruiting process of prospective athletesOrganized and managed day-to-day operations of the annual summer camp with 200 athletes