Oversee and continue to grow the NYC real estate portfolio with assistance of 8 employees. Manage all phases of real estate acquisition and disposition process. Develop budgets and forecasts, and manage P&L, bank CapEx funding process, and operational funding requests. Source and close deals from brokers and owners, including underwriting, deal review, due diligence, and investor relations.● Property Management / Operational Oversight: Developed auto-updating operations performance tracking models and reports that the 3 ICER entities used to monitor and adjust day-to-day operations.● Underwriting Development: Skyrocketed growth of properties business, sourcing deals from owners and brokers, underwriting over $2B worth of deals and closing on 20 assets totaling $275M.● Data Modeling: Created all Excel models that the company used to underwrite deals, manage financials, send investors reports, and generate operational reports.● IR Development: Identified and implemented investor relations software where investors could receive distributions, property updates, and Schedule K-1s.● Just-in-Time Accounting: Took over managing full year-end closing cycle from accounting consultant just 3 months after being onboarded. Finalized trial balances and reconciliations for all LLCs under the ICER umbrella with a corporate accounting firm.● Employee Training: Spearheaded employee onboarding and training, accelerating performance in functional areas of 4 new employees.● Rapid Value Creation: Delivered results and hit targets while working from home throughout the COVID-19 lockdowns that led to a significant verbally promised compensation adjustment.● Business Development: Created company bio, offering memorandum (OM) pitch decks, and other marketing collateral, ensuring company raised $25M in limited partner (LP) equity investments.

Sourced new properties and connected buyers to marketed properties, all while in a new industry and changing NYC real estate market. Researched asset details and developed marketing / financial strategies using PropertyShark, Actovia, & ZOLA software.● Network Development: Built my CRE owner network from scratch, sourcing $75M in activity in a market with average property value at $2M-$10M and closing 3 deals.

Designed, developed, and implemented customized corporate performance management (CPM) and enterprise performance management (EPM) SAAS solutions to improve clients' budgeting and forecasting processes. Utilized MS project management tools to ensure the project stayed within budget and scope.● Client-Specific Solution: Developed a point of sale (POS) tracker that included budgeting and forecasting capabilities from the ground up that rolled up daily actual product sales by product line.● Product Launch Meeting Documentation: Created business requirement documents (BRD) for project kick-off meetings while participating in joint application design (JAD) sessions with the senior client management team.

Designed, developed, and implemented customized corporate performance management (CPM) and enterprise performance management (EPM) SAAS solutions to improve clients' budgeting and forecasting processes. Utilized MS project management tools to ensure the project stayed within budget and scope.● Project Leadership: Rescued Tagetik’s largest 7-month project that missed multiple deadlines by taking over leadership by creating a new action plan, modules, and training. Launched with minimal budget overruns and only a 2-week delay.

Served as the lead administrator of Adaptive insights planning software for the Financial Planning & Administration (FP&A) division. Managed, updated, and reported on the P&L and balance sheet while developing budgets / forecasts with department heads.● Financial Software Development: Built, implemented, and trained account teams on the new Adaptive planning software, improving the accuracy and timeliness of budgeting and reporting.● Reporting Structure Overhaul: Simultaneously built, tested, and launched a parallel financial structure in 3 months while managing the current environment, improving the ability to budget and report actuals as a legal entity without hiring costly Adaptive software consultants.● Reporting Streamlining: Developed automated reporting package that reduced reporting to C-suite from 3 days to half a day.

● Existing Software Upgrade: Built out budget / forecasting and actuals models in the existing, underutilized Adaptive software, improving financial visibility, accuracy, and operational efficiency.