Nick Clayson, Cssbb Email & Phone Number

St. George, UT, US

St George, Utah, US

Responsible 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.

Provided 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.

Cincinnati, OH, US

• Responsible for maximizing property value through implementation / execution of asset plans, oversight of financial performance, and enhancement of operational performance. Other duties include: - Property management.
• 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

Cincinnati, OH, US

• Managed 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.
• 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.
• 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

Cincinnati, OH, US

• Lead 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.
• 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.

Cincinnati, OH, US

• Lead 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+

Cincinnati, OH, US

• Supported 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.
• 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.

US

• Performed commercial appraisals of existing and proposed shopping centers, retail buildings, office buildings, residential subdivisions, industrial and office/warehouse buildings, apartments, health care facilities.
• 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.