• Complete all annual property operating budgets and forecasts using actual performance results, previous budget figures, estimated revenue and expenses and leadership guidance• Collect and analyze operational data and market metrics for the SF Bay Area region to help recognize market trends and business issues in order to make informed decisions• Generate reporting for occupancy, revenue and expenses, overtime, and headcount changes to identify and mitigate market performance issues • Participate in monthly operational review meetings by taking a leadership role to evaluate market performance metrics, identify trends, implement new guidelines, and identify and support corrective actions. Document monthly operational review meetings to meet Sarbanes-Oxley compliance • Utilize financial reporting systems such as MRI, Essbase, and BI to troubleshoot and resolve questions from business partners and field leadership regarding financials, metrics, and emerging trends• Serve as the project manager for new acquisitions/development deals to ensure accurate pricing, resident information, and property details are loaded to MRI prior to lease-up

• Provide analytical support for new and existing capital projects and control project budgets valued over $40M • Perform complex analysis to determine allocable expenses for consultant reimbursement • Compare actual expenses to budget, identify variances, and provide project managers with detailed commentary to accurately track spending • Utilize Oracle (OBIEE) to prepare and distribute monthly financial reports to senior management and project managers to track project expenses • Coordinate the reallocation and decommitment of project funds for use in future capital projects • Thoroughly review, analyze, and approve/deny consultant invoices in PeopleSoft, ensuring that the project remains compliant and within budget • Successfully reviewed and cleared over $15M of backlogged capital project invoices in FY24

• Prepared monthly project control reports and recommended programming changes on project control reports to meet District reporting requirements• Controlled and monitored project budgets valued over $39.6M• Reviewed vendor invoices, determined accuracy of charges and funding availability, and summarized and allocated project costs prior to management approval - Successfully reviewed and cleared $10M+ of backlogged invoices

• Developed dynamic, real-time financial modeling focused on projecting cash flow, income statement, and balance sheet impacts based across various scenarios• Analyzed revenue and partnered with Marketing to identify target customer-base for outreach and revenue expansion/charge-off reduction• Prepared analytics supporting monthly financial statements for distribution to the CFO, CEO, and Department Heads• Assisted partners in understanding variances and performance metrics, driving recommendations on actions required• Drove monthly expense reviews with senior leadership team to identify large variances and track departmental progress • Managed forecasting and annual planning workstreams while promoting efficient and accurate forecasting methods

• Led cost center expense reviews comparing actual spend to budget to identify and analyze large variances• Utilized DataRails to create highly interactive financial dashboards for use by cost center managers• Carried out complex product pricing for top customers based on historical & planned volumes and production/raw material costs• Collaborated with Sales Managers to identify fluctuations in price, volume, and material costs to assess financial impact and make ingredient/price adjustments to increase margins• Prepared monthly sales reporting packages for executive management using SAP and Analysis for Office to track company performance• Drove monthly P&L review with the CFO and Finance team to monitor US performance and explain the impact of high-cost events• Analyzed results and provided commentary to explain variances between monthly budget and actuals• Partnered with the CFO to handle ad hoc analysis requests to ensure margins continued to improve

• Led a project to determine optimal workflows for the Inventory Accuracy Group and redistributed workloads across floors, leading to a 26% increase in workload response times• Analyzed the frequency of a subset of work being routed to the Inventory Accuracy Group and implemented a new routing structure to eliminate 5.4 monthly hours of non-value added work• Evaluated a population of open bid requests and analyzed the benefit of continued efforts to provide quotes• Identified a 36% order conversion rating and suggested best practices to increase order conversion• Created a weekly report to track container volumes, employee performance, and carryover to identify problem areas

• Compiled and distributed corporate reporting packages to update business units on financial performance compared to plan, prior period, and prior year, which impacted sales forecasts• Generated reports on monthly cash flow and capital expenditure changes for business units, divisions, and total company• Prepared daily reports for senior management and business units using EPM and MicroStrategy to accurately track gross sales, open/in-transit orders, and billed data• Utilized MicroStrategy to compile data for senior leaders to use when assessing the financial performance of current and potential customers• Identified trends and enhanced existing reports to promote accurate and streamlined reporting across teams• Partnered with the Sales Finance team to provide material used in monthly business reviews with executive leadership