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As a finance expert with GIPS, I deliver high returns on property flips and rentals at Shoreline Holdings, a real estate investment company. With in-depth financial analysis and forecasting, I achieved an average annualized return of 10.93% on house flips and an average cash on cash return of 48.07% on rental properties, amassing a total return of $329,480.I also manage extensive project budgets, guiding property acquisitions and renovations, with keen cost control that led to revenue exceeding $1 million post-renovation. I develop strategic plans for property portfolio growth, establishing performance metrics and employing operational efficiencies that significantly enhance annualized returns. Previously, I managed GIPS compliance and verification for firms ranging in size between 50M to 125B AUM at Longs Peak Advisory Services. I am passionate about lifelong learning and excellence in financial data analysis. I seek to connect with peers for meaningful dialogue on driving performance through rigorous analytics and foresight.
Shoreline Holdings
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Real Estate Financial AnalystShoreline HoldingsSoddy-Daisy, Tn, Us
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Real Estate InvestorShoreline Holdings Sep 2019 - PresentSoddy-Daisy, Tennessee, United States• Leveraged in-depth financial analysis and forecasting to deliver an average annualized return of 10.93% on house flips and an average cash on cash return of 48.07% on rental properties, amassing a total return of $329,480.• Managed extensive project budgets, guiding property acquisitions and renovations, with keen cost control that led to revenue exceeding $1 million post-renovation.• Developed strategic plans for property portfolio growth, establishing performance metrics and employing operational efficiencies that significantly enhanced annualized returns.• Championed financial operation processes, including a 30% efficiency increase via automation and rigorous risk management, ensuring compliance with real estate regulations.• Maintained robust stakeholder communication, delivering detailed financial reports and fostering investor relations through consistent, transparent dialogue.
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Senior AssociateLongs Peak Advisory Services, Llc Aug 2017 - Sep 2019Longmont, Colorado• Manage GIPS compliance and verification for firms ranging in size between 50M to 125B AUM.• Generate and deliver ad hoc attribution reports, GIPS Compliant Presentations and performance reports for clients.• Revise and streamline inefficient procedures with automation and Excel templates to ensure consistency and accuracy in performance reports produced for clients and verifiers.• Aid in training and managing a team to sustain the company's rapid growth.• Manage multiple projects with executives and verifiers simultaneously while maintaining precise attention to detail.• Assist in sales calls, cost projections for prospective clients, and strategic planning for additional revenue streams. -
AssociateLongs Peak Advisory Services, Llc Aug 2016 - Jul 2017Longmont, Colorado -
Fund AccountantAlps, A Dst Company Aug 2015 - Aug 2016Denver, Colorado• Reconcile daily cash and investment balances through the analysis of the custodians reported cash flows. • Analyze and obtain security valuations from sources to ensure precise accuracy amongst all fund assets. • Work under daily, monthly and fiscal quarter/year end deadlines on financial statement preparation and delivery to the clients. • Compute yields; expense ratios, portfolio turnover and daily NAV impact on various assets held within funds. • Calculate and report daily NAVs for domestic and foreign mutual funds to NASDAQ before day end deadline. -
Portfolio ManagerUnc Student And Foundation Fund Aug 2014 - May 2015Greeley, Co• Developed discounted cash flow valuations along with relative valuations utilized in the equity analysis process. • Implemented a top down investment strategy leading to individual investment selection through technical and fundamental analysis focusing on revenues, free cash flows, profit margin growth, EBITDA, ROIC and any other financials pertinent for analysis. • Collaborated with a team of students in actively managing over $2 Million of the Student Foundation Fund.• Synthesized investment conclusions in verbal presentations that led to a formalized buy recommendation for select equities and commodities. Selections were presented semi-annually to the board of directors along with the portfolio’s current value.
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InternshipEnvision Radiology May 2014 - Aug 2014Colorado Springs, Colorado Area• Reviewed acquisition cash flow models and profitability estimates for imaging centers with senior management to learn about appropriate EBITDA multiples and variance levels used for cash flow models in acquisition analysis. • Worked in operations in an imaging center to gain a better understanding of the company and the services it provides.• Collaborated with physicians’ and insurance to verify the accuracy amongst all data entry and patient medical file and benefits.
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Frequently Asked Questions about Nate Matteson
What company does Nate Matteson work for?
Nate Matteson works for Shoreline Holdings
What is Nate Matteson's role at the current company?
Nate Matteson's current role is Real Estate Financial Analyst.
What is Nate Matteson's email address?
Nate Matteson's email address is na****@****inc.com
What schools did Nate Matteson attend?
Nate Matteson attended University Of Northern Colorado.
What are some of Nate Matteson's interests?
Nate Matteson has interest in Education.
What skills is Nate Matteson known for?
Nate Matteson has skills like Microsoft Excel, Microsoft Office, Microsoft Word, Powerpoint, Customer Service, Financial Analysis, Problem Solving, Teamwork, Time Management, Customer Satisfaction, Public Speaking, Valuation.
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Nathaniel Matteson
Director Of Operations, Radio Show Producer And Co-Host, Eagle Scout, Friendly, Passionate, Loyal, College StudentAdams, Ny -
3mail.house.gov, house.gov, cua.edu
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2yahoo.com, marines.com
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