• Underwrite, model, and analyze complex real estate development opportunities given an understanding of the relevant variables involved in acquiring, developing, and managing real estate properties, including development and redevelopment planning, zoning, construction costs, financing, leasing, operating expenses, and researching relevant market data.• Build, analyze, maintain, and review Excel and ARGUS financial models to forecast various financial returns, including joint venture waterfalls, as well as property values, and other analysis to inform decision making.• Manage the firm’s Cycle Strategy including all data collection and present to executive management.• Manage data collection and analysis to support the firm’s Asset Management process.

● Created and implemented a "360 Reporting" package evaluating company performance● Drive financial analyses for Aldon’s real estate development planning● Cash flow forecasting with scenario analysis to fuel Aldon's growth strategy● Consistently pursue new avenues to maximize portfolio value● Lead internal underwriting analyses for multi-family acquisition opportunities ● Generate market research and multi-family industry updates to drive investment decisions● Generate pro forma models to forecast development project viability with scenario capture● Reinvent internal budget tools and workflows to optimize operations and financial planning● Incorporate Business Intelligence tools to enhance process automation and customized reporting● Supported internal recapitalization plan and subsequent loan closing● Champion company culture by promoting Aldon's "people first" approach through event planning and other employee engagement initiatives

• Primary lead for Kettler Management (KMI) 2018 and 2019 operating budget processes• Responsible for KMI’s corporate revenue forecast and YTD business summary highlighting added and lost properties, unit changes, and financial impacts to the business unit• Enhanced KMI’s operating budget templates with streamlined checks to ensure accuracy and completeness• Prepare and administer quarterly reforecasts for corporate budgets and KMI’s operating budgets• Ad-hoc financial forecasting and scenario analysis to support Kettler and third-party owner strategic decisions• Aggregated KMI financial data from nine accounting systems to build an internal database housing financial data for 100+ properties with additional property specific qualitative information• Accountable for KMI’s financial performance summary report with variance commentary• Ad-hoc financial modeling for KMI Accounting and KMI Operations

• Co-developed corporate revenue and expense tools for Kettler Enterprises’ new budgeting process• Created a business development tool estimating annual fees generated from prospective KMI properties • Designed an executive dashboard summarizing KMI’s financial performance, profitability metrics, portfolio summaries, and new business pipeline forecast• Co-led a Vertical Integration committee, a multi-department initiative to document KMI’s operating budget processes, define roles and responsibilities, and establish a corporate policies and procedures manual

• Cost to Serve:• Forecast month-end operating costs for all commodity-related expenses• Electricity performance tracking summary to reconcile real-time, day-ahead, and forward energy positions• Corporate forecasting: peak load capacity, transmission, ancillary rates, zonal scaling factors, and line losses• Control and reconcile Verde’s renewable energy credit (REC) database, retire RECs to meet compliance obligations, track open REC positions and support compliance reporting• Developed a database centering on customer load profiles to quantify weighted average zonal energy losses• Proactive communication with top management on market trends with ISO market commentary• Counterparty Settlements:• Responsible for settling all energy invoices for four independent system operators (ISO’s)• Communication with traders to confirm bilateral energy trades and track counterparty confirmations• Responsible for financial assurance and collateral management with ISO’s and utilities

• Revenue-rate forecasting for month-end process and utility billed rate analysis• Implemented a “Flow Month” revenue model to identify inconsistencies in total load, revenue and billing rates by utility, unaccounted-for energy, and actualized vs. forecasted line losses• Created a cash forecasting tool and achieved a 1% monthly variance accounting for 30 utility-specific rules• Designed a reconciliation process for primary operating cost items between billing system and ISO charges• Review and execute billed energy charges and distributed related billing summary report• Utility A/R reconciliations, billing system A/R aging, and electronic data interchange transaction management

Maintained and updated department test score databases.Contributed to College of Education’s re-accreditation application report.

Updated software; controlled inventory; ad hoc tasks for College of Education professors.