Max Westphal Email & Phone Number

San Diego, Ca, Us

San Diego, California, United States

- Support management teams throughout contracts by providing financial management reports.- Collect and interpret complex financial data for project planning and performance that includes forecasting and margin analysis.- Collaborate with project managers to develop plans and budgets, compile reports, and track project health and progress.- Perform business execution analysis and cost validation.- Track project activities, schedules, issues, deliverables, and deadlines- Manage cost projections for a portfolio of active projects - Support invoicing of direct contracts to include billing and revenue posts, generating invoices and backup reports.

Austin, Texas, United States

• Underwrote investment opportunities for acquisition of single-family residential properties: - Used market research to locate and value target properties for potential acquisition - Assessed property risks as respects additional fees/costs (e.g., maintenance, repair) - Generated initial bid prices and presented data to enable effective negotiations with sellers• Monitored acquisitions by tracking each asset through bid, due diligence period, and closing process• Assisted in creating and preparing market analysis memoranda and reports• Reported on acquisitions in detailed and holistic presentations to senior management• Performed portfolio-wide financial analyses focusing on revenue management• Executed investor directives to optimize portfolio performance and achieve revenue / occupancy KPIs• Conducted weekly calls with assigned leasing teams to discuss market performance / current trends

Boise, Idaho, United States

-Educated individuals on how to protect, grow, and preserve their financial assets through on savings, taxes, asset diversification, and types of insurance.-Advised clients on creating efficient comprehensive financial plans to help them reach their personal and financial goals.-Reviewed current financial plans and offered feedback as well as recommendations on how to improve the plan in place.