FP&A• Supporting the CFO and executive team with real-time analysis of parent and portfolio companies' performance • Performing cash management analysis, facilitating more efficient intercompany operations• Implementing new ERP system (Sage Intacct) and assisting with training of team members• Verifying that intercompany accounting transactions are flowing properlyPrivate Equity Real Estate Fund Management• Creating & maintaining financial models for underwriting real estate development deals and implementing them into capital deployment decision-making process• Creating & maintaining real estate construction budget models to ensure timely loan draws and payments• Creating & maintaining financial models for real estate fund partnership waterfall calculations (preferred returns, GP catchup, carried interest)• Creating & maintaining financial models for real estate fund management fee calculations• Performing ad hoc analysis on real estate fund performance at the fund, asset, and investor levels

• Produced quarterly performance summaries for 30+ individual debt/equity real estate funds totaling ~$49BN AUM• Managed an intern directly and helped them develop the skillset necessary to add significant value to the firm• Increased operational efficiency for fund analytics, fund accounting and other teams by implementing creative solutions and establishing standard procedures for recurring tasks• Provided ad hoc financial analysis and fund performance data for marketing and investor relations teams to assist in capital raising and field investor inquiries• Provided detailed analyses and reconciliations related to investment performance, partner & fund allocations and performance, as well as incentive waterfalls and other investor-type analyses• Used SQL to query accounting and Salesforce data to build visualizations highlighting insights using Power BI• Developed and maintained reporting tools and dashboards of fund performance, reporting status and financial KPIs, investor commitments and demographics

• Produced quarterly performance summaries for 20+ individual debt/equity real estate funds totaling ~$25BN AUM• Increased operational efficiency for fund analytics, fund accounting and other teams by implementing creative solutions and establishing standard procedures for recurring tasks• Provided ad hoc financial analysis and fund performance data for marketing and investor relations teams to assist in capital raising and field investor inquiries• Provided detailed analyses and reconciliations related to investment performance, partner & fund allocations and performance, as well as incentive waterfalls and other investor-type analyses• Used SQL to query accounting and Salesforce data to build visualizations highlighting insights using Power BI• Developed and maintained reporting tools and dashboards of fund performance, reporting status and financial KPIs, investor commitments and demographics

• Created innovative dashboards to assist in making data driven decisions• Solved complex problems in Excel and Power BI through data manipulation and modeling• Consistently learned and applied new techniques in data manipulation and visualization through working with other analysts on team to solve problems in each other's departments

• Monitored, analyzed, and forecasted revenue streams generated by credit card loyalty program• Executed cost basis analysis on various business cases to support or discourage implementation• Completed Ad hoc analysis for Marketing/Accounting teams• Prepared professional grade PowerPoint decks for company executive use

• Underwrote potential Office, Retail, and Industrial acquisitions • Used Power BI to normalize and analyze internal and external data through innovative dashboards

Capsim Comprehensive Business Simulation Tutor: • 98th Percentile 929/1000 Comp XM score• Helped students increase scores by 75-100% in their own simulations

• Helped other students learn how to use Power BI to import, clean, manipulate, and visualize data• Regularly provided insights to improve curriculum for future Business Analytics students.

• Conducted Industry and Market Research using Bloomberg Terminals to assist in allocating University Endowment Funds of $7MM+

• Recruited and led a team of high caliber sales representatives to sell pest control door to door• Team included 10 individuals and we generated over $545,000 in revenue.

• Sold pest control in Miami, Florida in the summer of 2017• Recruited 3 other individuals to come with me and we produced over $275,000 in revenue collectively