- Generate compilation reports, review reports, and assist in the audits of startups and established companies conducting crowdfunding campaigns to raise $1M - $5M under SEC Regulation CF- Manage engagements from start to finish, which consists of (i) analyzing financial statements, (ii) reviewing debt & equity instruments, corporate & legal documents, and various schedules evidencing a company’s financial position, performance, and management’s assertions, and (iii) conducting inquiry calls in accordance with Auditing Standards Board- Adjust financial statements to comply with U.S. GAAP and FASB including, but not limited to ASC 606, ASC 350 & 985, ASC 718, ASC 850, ASC 842, and create the accompanying disclosures of material events and transactions- Compile tax returns for individuals and entities; review returns prepared by staff to ensure accuracy and completeness

- Built proformas and financial models for multimillion-dollar land acquisitions involving land development and vertical construction while manipulating inputs to solve for desired IRR, GM, and months to breakeven- Researched and applied various assumptions towards proformas including direct construction costs, site development, CFDs, permit fees, and the most advantageous sales pace and takedown structures when utilizing land banks

- Created monthly business analyst report for Controller depicting division’s KPIs and statistics in Sales, Purchasing, Construction, and Customer Care utilizing reports from Reporting Portal, Salesforce, and Power BI- Completed various monthly and quarterly tasks to facilitate the recording and reconciliation of balance sheet accounts, revenues, cost of goods sold, homebuilding construction cost allocations, and land purchases- Conducted ad hoc projects such as analyzing fluctuations in gross margin by changing inputs affecting revenues and homebuilding/land costs, sales incentive trends across division and communities, and scrubbing inventory homes

- Spearheaded new analysis of homesite and inventory general ledger accounts contained within various JDE land stages FASTR report parameters to establish uniformity across all divisions during their inventory reporting activities- Updated and analyzed quantitative and financial reports applied in the Executive Summary to facilitate monthly and quarterly activities along with the Internal Reporting team- Researched multiple rollups within Essbase under the state, ratios-and-stats, and geographical levels to strategically reallocate and remove members without affecting Total Homebuilding Revenue nor Net Pretax Income

- Audited over $340M worth of inventory to verify land purchases agreed with corresponding contracts, amendments & settlement statements; ensured accurate recording to appropriate journal entry accounts within the proper period whilst scoping out accounts with immaterial effects on financial statements/balance sheet- Verified if mortgages complied with HUD guidelines relating to Escrow Account disbursements & reconciliations- Tested quarterly backlog profitability reports containing multiple communities; ensured individual homesite gross margins that fell outside of range were documented and explained by Division Controllers or appropriate designees

- Drafted preliminary pro forma for potential development with hard/soft costs and various percentages of debt and equity; created multiple revenue models projecting future earnings from rent after taxes and debt service- Examined architectural drawings illustrating demolition and build-out plans to determine which subcontractors will be required to perform corresponding trade; utilized preconstruction software to send invitations to bid- Researched current markets for gross leasable area, asking rent, vacancies, common area maintenance and real estate tax expenses for the purpose of analyzing development and/or investment opportunities- Compared subcontractor submittals to architectural drawings and specifications to ensure compliance before ordering materials, products, or rendering services

- Composed Gross Dealer Concession reports for Exemplar and its subsidiaries throughout the Midwest region and drafted Buy/Sell & Continuity Agreements for these wealth management entities- Formulated Excel spreadsheets to track revenue from commissions and sale of financial products as well as models depicting various tax-saving strategies given multiple variables based on the Tax Cuts and Jobs Act- Developed commission reports that combine assets under management with their corresponding household(s)

- Acted as Chief Executive Officer of business pre-professional organization; includes collaborating regularly with regional and local director, and school administration to successfully execute the president’s duties- Oversaw executive board and officers to generate programming, confirm compliance with university and organization requirements, incentivize membership, and attend day-to-day operations - Enforced the strict observance of Bylaws, Policies and Procedures among our chapter of 100 collegiate members

- Presented initiatives that improve policy; build and maintain positive, professional relationships with the deans and faculty of the Miami Business School- Served as the point of contact between the Business School and Student Government- Initiated meetings with academic deans, present initiative, and work alongside faculty and students to better the business school and its programs

- Created efficient system for tracking and updating inventory of manufactured products- Arranged and assisted in conducting meetings between purchasing agents and G & W Technical's chief salesman - Fulfilled and recorded orders, invoices, and quotes from a variety of intrastate and interstate companies - Represented G & W Technical Corp. at annual trade shows with the objective of acquiring and educating purchasing agents and engineers as to the work that the company is cable of achieving

- Assisted Head Coach in managing business, organizing social events, and teaching tennis lessons- Participated in management of tennis shop/courts, including inventory control, location and presentation of product for sale, and customer relations and satisfaction - Taught 4 groups of 20-30 students each, twice a week; trained and improved the technique of new and advanced students one-on-one

- Examined, packed, and ensured the quality of 15,000 manufactured metal units a week before shipping to clients- Managed and updated the inventory of calibrators, gauges, and other measuring instruments to ensure accuracy and quality of variety of metal units- Identified inventory requisitions by customer and shipped appropriate product utilizing common carrier