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In Malcolm Gladwell’s famous book Outliers, Gladwell introduced the “10,000 hour rule,” a concept that states mastery of a field generally takes about 10,000 hours (roughly five years of full-time effort).With 15+ years of experience in the real estate industry, I have put in the time to master my real estate skill set in asset management, valuation/underwriting, financial analysis, financial modeling, and analytical reasoning. Additionally, as a project manager, I have practiced applying that business knowledge to improve processes and provide access to faster, better data through IT implementations of financial software and reporting.A few facts:• Implemented new asset management processes that helped reduce aged delinquencies in the total portfolio by 76%• Managed complex cashflow, budgeting, and financial analysis for a dynamic fund that grew from 40 to 150 grocery anchored shopping centers, supporting financials that allowed the market to continue investing $1.4B+• Reduced corporate modeling time by 90% and debt modeling time by 75% by building new, dynamic models• Managed multiple implementations of 3rd party and custom custom built software and reporting that reduced tax invoicing costs by $45k annually, reduced legal invoicing time by 20%, and saved departmental reporting days of research each month.• Improved revenue generation across the company by saving all employees 15 to 30 minutes per day using new technology• Found (through cold-calling owners of unlisted assets), analyzed, and helped facilitate purchase of $28M in multi-family propertiesSkill Sets:• Real Estate• Asset Management• Real Estate Valuation/Underwriting• Financial Management, Analysis, Budgets• Leasing• Project Management• Process Improvement• Relationship Management• Database Development (SQL)• Documentation (BRD, TRD) • Reporting and Data Presentation• Training and Presentations • CSSBB - Lean Six Sigma Black Belt
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Chief Customer OfficerProjulSt. George, Ut, Us -
Co-FounderBlack Ridge It Nov 2024 - Present -
Chief Customer OfficerProjul Mar 2022 - PresentSt George, Utah, UsResponsible for continuously improving the customer experience and reducing customer churn. Other duties include: - Customer success and onboarding team oversight- Implement strategies, systems, and processes that improve the customer experience- Understand customer pain points, needs, and wants- Negotiate vendor contracts- Stay apprised of current market trends- Collaborate across departments to enhance processes, improve operations, and increase returnsSample achievements include:- Reduced average customer churn- Lead the design and implementation of a new onboarding process simplified demo scheduling, increased customer conversion, and improved customer retention- Designed and lead the implementation for a new pricing strategy- Lead the renegotiation efforts of all 3rd party vendor contracts- Negotiated a new payment processor partnership- Lead restructuring of the CRM platform (Hubspot) for improved coordination between departments, creation of department KPIs, and an enhanced customer experience -
Real Estate ConsultantFlatland Consulting Sep 2019 - PresentProvided various consulting services in the real estate industry, including: asset management, underwriting, MRI report development, project management, financial analysis, recovery analysis, data management, database development, lease analysis, etc.
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Senior Asset ManagerNeyer Properties, Inc. Nov 2020 - Mar 2022Cincinnati, Oh, UsResponsible for maximizing property value through implementation / execution of asset plans, oversight of financial performance, and enhancement of operational performance. Other duties include: - Property management team oversight- Review and approval of leases, budgets, and capital expenditures- Assist property acquisitions and dispositions with strategic, financial, and logistical support- Perform regular property inspections- Lead asset management supporting team- Stay apprised of current market trends- Collaborate across departments to enhance processes, improve property operations, and increase returnsSample achievements include:• Managing a portfolio of 17 properties (office, retail, and industrial) totaling 2.1MM SF• Implemented new report and process that helped reduce aged delinquencies in the total portfolio by 76%• Developed new reporting in accounting system (MRI) to provide more timely and accurate financial information• Implemented new processes with PM team to provide relevant property info (deferred maintenance, risk, etc.)• Created a format and established a process for developing updated asset plans -
Project Manager, Sr. Financial Systems AnalystPhillips Edison & Company Jan 2016 - Aug 2019Cincinnati, Oh, UsManaged multiple implementations of financial systems for 3rd party applications and custom software solutions in MRI. Multi-functional role including business analysis, project management, database development (MRI WebDesign), and report development (MRI ReportDesign).• Reduced RE tax invoice processing costs by $45k annually by implementing a new automated invoice scanning process and integration that uploaded the invoice data directly into the ERP (MRI)• Reduced legal invoicing and matter management time by 20% by managing the implementation of a new legal application (Legal Tracker) and integration with Nexus, allowing the legal team to monitor and manage legal costs at the line-item level• Coordinated large groups of key stakeholders (30+ people) to get buy in and ensure delivery of business objectives by documenting requirements (BRD), managing expectations, and making presentations on new processes• Learned SQL (passed the 70-761 MSFT exam) and ReportDesign (MRI report development tool) to enable development of customized reporting—the average report developed saved users 1 to 2 days per month in research time -
Finance ManagerPhillips Edison & Company Jan 2015 - Jan 2016Cincinnati, Oh, UsLead a team of analysts to provide cash management, value creation, and profitability guidance on all capital decisions (acquisitions , financing, capital and tenant improvements) for a publicly registered, non-traded REIT: Phillips Edison Grocery REIT I ($2B+ in assets). Also provided regional level metrics across multiple publicly registered non-traded REITs.• Corrected inaccurate lease analysis methodology used by asset managers, helping mitigate risk on est. $15M+ annually• Improved capital accounting by initiating implementation of a fixed asset system• Protected required returns by providing financial input on strategic decisions, including portfolio acquisitions or sales, strategic opportunities, etc. -
Senior Financial AnalystPhillips Edison & Company Apr 2013 - Dec 2014Cincinnati, Oh, UsLead a team with two reports in corporate modeling, budgeting, and ad hoc analysis for a publicly registered, non-traded REIT.• Reduced corporate modeling time by 90% by building a new model that could receive data directly from the ERP• Managed complex cashflow, budgeting, and financial analysis for a dynamic fund that grew from 40 to 150 grocery anchored shopping centers, supporting financials that allowed the market to continue investing $1.4B+ -
Corporate Financial AnalystPhillips Edison & Company May 2011 - Apr 2013Cincinnati, Oh, UsSupported senior analysts in providing management fund level financial analysis and information needed for two institutional investment funds totaling more than 100 properties. Phillips Edison & Company had multiple value-add, institutional investment funds that specialize in acquiring and operating grocery anchored shopping centers.Sample Accomplishments:• Supported the implementation of Realogic (2011)• Created a comprehensive and flexible debt forecasting model (Excel) that replaced all other debt modeling in the companyResponsibilities:• Assisted with planning, compilation, review, and approval of annual budgets and periodic reforecasts• Delivered ad hoc operational & financial analyses that helped management to make key business decisions• Created financial forecasting models, sensitivity analyses, etc.• Supported and reviewed investor reporting• Coordinated training of various departments in forecasting methodology and tools/software -
Commercial Real Estate AppraiserAppraisal Group, Inc. May 2006 - Apr 2011UsPerformed commercial appraisals of existing and proposed shopping centers, retail buildings, office buildings, residential subdivisions, industrial and office/warehouse buildings, apartments, health care facilities, and vacant land.• Utilized technology (Google Earth, GIS, advanced Excel modeling, and hardware upgrades) to improve revenue generation across the company by saving all employees 15 to 30 minutes per day.
Nick Clayson, Cssbb Skills
Nick Clayson, Cssbb Education Details
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Brigham Young UniversityFinance (Emphasis In Real Estate Administration)
Frequently Asked Questions about Nick Clayson, Cssbb
What company does Nick Clayson, Cssbb work for?
Nick Clayson, Cssbb works for Projul
What is Nick Clayson, Cssbb's role at the current company?
Nick Clayson, Cssbb's current role is Chief Customer Officer.
What is Nick Clayson, Cssbb's email address?
Nick Clayson, Cssbb's email address is nc****@****son.com
What is Nick Clayson, Cssbb's direct phone number?
Nick Clayson, Cssbb's direct phone number is +180138*****
What schools did Nick Clayson, Cssbb attend?
Nick Clayson, Cssbb attended Brigham Young University.
What skills is Nick Clayson, Cssbb known for?
Nick Clayson, Cssbb has skills like Real Estate, Financial Analysis, Financial Modeling, Finance, Investments, Valuation, Budgets, Real Estate Economics, Investment Properties, Leases, Market Analysis, Real Estate Development.
Who are Nick Clayson, Cssbb's colleagues?
Nick Clayson, Cssbb's colleagues are Brennan Thomas, Austin Harrison, Jensen Brown, David Nitchman, William Lefevre, Mark Wainwright, Katelyn Sansom.
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