Weston Han Email & Phone Number

Scottsdale, AZ, US

Phoenix, Arizona, United States

Chandler, Arizona, United States

• Source potential investment deals that meet the criteria of our ground lease fund, using market research and networking with commercial real estate brokers across the United States.
• Analyze and underwrite potential investment deals, utilizing industry-standard financial models and investment criteria to evaluate risk and projected returns.
• Prepare detailed Annual Property Operating Data (APOD) reports to present to our Investment Committee, providing clear and concise summaries of each investment opportunity and its potential benefits and drawbacks.
• Draft letters of intent (LOIs) on properties and negotiate deal terms with property owners and brokers, using strong communication and negotiation skills to secure favorable terms for our fund.
• Maintain relationships with commercial real estate brokers across the United States, developing a reputation as a reliable and professional investment partner and staying informed about industry trends and opportunities.
• Oversee the due diligence process for potential investment deals, working closely with our legal, accounting, and operations teams to ensure that all necessary reports, financial statements, and other documents are.

Scottsdale, Arizona, United States

• Produced detailed weekly and monthly sales reports highlighting client promotional spend, using Microsoft Excel and other programs, to provide executives with key insights for strategic decision-making.
• Utilized advanced data analytics tools, including SQL, to gather and interpret raw data for the production of comprehensive financial reports, used by senior management to track business performance and identify trends.
• Conducted in-depth analysis of client performance, identifying key performance indicators and recommending strategies for improving business outcomes.
• Successfully managed a malware crisis and implemented measures to restore the integrity of QuickBooks financials from May 2020 to January 2021, including a complex process of reconciling monthly bank transaction.

Torrance, California, United States

• Reconciled statements, analyzed bills, invoices, payments to ensure both patients and the practice were billed accurately, and managed patient account status inquiries.
• Conducted regular audits of accounts receivable to identify and resolve billing discrepancies, resulting in a reduction in outstanding balances by 15%.
• Consistently met or exceeded monthly collection goals, contributing to the overall financial success of the practice.
• Produced detailed reports using Excel to reconcile cash and credit card financials to detect errors, spot fraudulent transactions, and identify timing differences.

Scottsdale, Arizona

• Processed 25 transactions per hour with great attention to detail while recommending beneficial banking products, resulting in the delivery of highly satisfactory services for both the customers and the branch
• Selected as interim leader in branch manager’s absence to maintain smooth and efficient floor operations

Scottsdale, Arizona

• Managed Parks and Recreation’s department with responsibility for budgeting and forecasting
• Monitored revenues and processed journal entries and transactions through the city’s online internal system

Tempe

• Conducted market research and analyzed data through several commercial real estate platforms for the company’s brokerage firm
• Designed and published marketing material via email, print, and online media platforms

"Bs", Finance, General

Education record

Activities and Societies: Dodgeball Club, Track