Mason Charlez Email & Phone Number

Charlotte, North Carolina, United States

Savannah, Georgia, United States

• Tracked and reported portfolio operating results on a weekly, monthly, and quarterly basis.
• Monitored the overall performance and financial health of the portfolio, ensuring that key metrics were up-to-date and aligned with investment goals.
• Ensured adherence to GIP compliance guidelines.
• Accurately recorded custodian market values and cash flows for each portfolio.
• Collaborated with portfolio managers to reconcile and address any return differences, ensuring accurate performance reporting.
• Maintained detailed records through checklist tracking to ensure all tasks and compliance requirements were met.

• Review purchase orders for accuracy, comparing them to contract documents, and request corrections as needed to maintain compliance.
• Develop precise billing templates tailored to individual communities and lots, streamlining invoicing process.
• Conduct take-offs and prepare proposals utilizing estimating software and advanced Microsoft Excel techniques.
• Process estimating requests and compile essential information, including plans, specifications, bid manuals, change orders, and project revisions.
• Demonstrate autonomy by managing multiple assignments simultaneously, while consistently meeting strict deadlines.
• Progressively assumed increased responsibilities over 2-year tenure, showcasing adaptability and growth.

Boynton Beach, Florida, United States

• Demonstrated exceptional organizational skills by utilizing tools such as Teams, OneDrive, local servers, and Dropbox for streamlined collaboration and file management.
• Scrutinized financial reports to assess fiscal integrity and maintain adherence to established principles, standards, guidelines, policies, and procedures.
• Earned a promotion to pricing analyst based on excellent performance, strong work ethic, and commitment to take on additional responsibility.