Nicholas Wong Email and Phone Number

• Delivered Budget vs. Variance analysis and business KPI metrics for executive decision-making. Prepared and presented quarterly and annual financial reports, developing customized dashboard reporting that optimized capital allocation and increased development capacity by 15% across the high-rise business segment.• Conducted multi-asset investment analysis on an array of development opportunities to ensure they meet capital requirement mandates set out by senior management. Provided actionable recommendations for the CFO & CIO, reducing operational development costs by 10%.• Created development proformas to calculate IRRs of potential development opportunities, including cost analysis, NOI margin projection, valuation of properties at stabilization, underwriting of projects as wholly owned or joint ventures, and IRR analysis of waterfall distribution. Presented proformas to executive management for strategic fit assessment and project approval.• Collaborated with the Asset Management group to ensure modeling assumptions were aligned with market expectations and with operational non-financial stakeholders to aid in forecasting external macroeconomic factors. Improved accuracy and detail of modeling, aiding in the reduction of supply chain issues and similar systematic risks as observed in the wider construction industry.• Utilized advanced MS Excel modeling skills & VBA to create macros and leverage ERP plugins such as OneStream, Yardi, and BPC. Optimized model workflow and integrated direct queries, improving turnover efficiency of reporting production by 50%.• Created and managed a 10-year cash flow-driven 3-statement financial model to predict capital requirements and identify potential liquidity-raising events. The model was also used to create annual budget submissions for the subsidiary business group segments.

Prepare strategic client project implementation plans for senior management with budget forecasting and businessoptimization analysisincluding variance and sensitivity scenario modelling. Increased project acquisition pipeline efficienciesby 15% across global leads and securing contracts specifically in the EMEA region.• Lead monthly steering committee meetings with stakeholders to present time-variance analysis on the project implementationlife cycle and to refine project plans with improved forecasts on business resources. Accuracy of estimates for requiredresources improved to 4% variance to cost margin on average from 10%.• Analyze client’s existing business operational infrastructure to strategize efficiency improvements during solutionimplementation. Prepare models of projected client operational cost savings from implementation of solutions and synergiesderived from automation. Optimization of client’s business infrastructure creates a positive value perception increasing thelikelihood of additional contract proposals, firm’s client retention has been over 85% within the past 3 years.• Utilize SQL to create complex data models for client management to identify key risk metrics in their wealth managementportfolios such as; standard deviations, Sharpe ratios and time-series beta analysis. Key metrics were retroactively appliedand tracked on business lines since inception of individual portfolios. Analysis showed specific weak points and opportunitiesin which client could refine their operations to reduce risks and capitalize on opportunities; business operating marginsimprove by 5-10%.

Prepared and delivered periodic financial reporting on year-to-date, yearly, quarterly and monthly basis on the portfolio’sperformance following GIPS standards. Financial reporting was used to investigate root causes of market outliers whichattributed to an overall increase in performance of approximately 50 to 70 basis points.• Built attribution models for portfolio deviation from stated index benchmarks and created strategic insights onunderperforming sectors of the portfolio. Portfolio sector weights were re-adjusted to reflect forecasts and pursue lower costopportunities allowing for 15% more cash liquidity, improving overall portfolio flexibility.• Forecasted portfolio performance for investor presentations using linearly extrapolated returns and deriving portfolio versusmarket insights in uncertain macro-economic environments. Communication with investors allowed for clients to maintainstable liquidity and cash reserves to execute on investment strategy during the highly uncertain pandemic period, portfoliosoutperformed benchmarks by 8% on average for FY2021.

Publish detailed financial models and financial statement analysis to private members for quantitative research purposes.Models include, DCF, Ratios Valuation and Assumption modelling with sensitivity switches to accommodate multi-scenarioforecasts.

• Managed alternative investment focused hedge funds with average AUM above $100m in multiple jurisdictions. Leveraged inhouse data platform to consolidate investor transactions to track fund cashflows. Significant cashflow transactions were analyzed using the platform to identify periodicity or patterns in capital allocation. Analysis allowed client to smooth out high volatility cash flow events improving portfolio returns to the firm at 1.5% per account.• Designed a framework that would track the onboarding process of new clients. Framework would track the stage of new funds and would request clients for a set of regulatory documents per each stage of onboarding. Framework improved client relationship experience allowing for clear and concise instructions, the firm improved onboarding pipeline operational efficiency by 20%.