Will Lamb Email & Phone Number

Chicago, Illinois, Us

South San Francisco, California, Us

● Strategic business partner for high-growth, pre-IPO global fintech technology company. Provided finance director-level recommendations and strategic insights to functional leaders and members of the Executive Committee.● Managed all financials and real estate underwriting, including potential acquisitions, developments, purchases, subleases, exits, write-offs, leases, co-working spaces, CapEx forecasting, and headcount planning across AMER, EMEA, and APAC.● Developed and implemented real estate strategies aligned with overall business objectives, resulting in cost savings and operational efficiencies. ● Led financial planning and analysis (budget, forecast, budget vs. actuals, long-range plan, KPIs) for functional leaders. Helped teams meet short-term and long-term goals, identified cost savings, advised on new investments, and mitigated risks.● Drove standardization and process improvements to increase efficiency and reporting automation. ● Ensured organizational accountability through performance management of operating expenses and KPIs.● Partnered with G&A business and cross-functional stakeholders (People, Finance, Legal, Corporate F&S, Accounting, Procurement, Treasury, Tax, Human Resources, Real Estate, Operations) to ensure financial objectives were met.● Created and implemented financial controls and procedures to ensure compliance with regulatory requirements and company policies.

San Francisco, California, Us

● Helped the world’s #1 CRM cloud-based platform with over 50,000 employees execute a global real estate expansion strategy by driving highly visible projects across the business to $30+ Billion in revenue.● Managed a high-performing FP&A team responsible for providing financial analysis across multiple projects ($1.0B- $5.0B) and presented updates to senior leaders throughout all levels of the company, including the Chief Financial Officer (CFO), Head of Global Real Estate (EVP), Vice President of Finance and members of the Board.● Developed and led the Real Estate Long Range Plan (LRP), prioritizing over $3 billion in expenses and driving the multi-year strategy in support of the Company's vision.● Acted as a trusted advisor to EVP of Global Real Estate by working cross-functionally with Occupancy Planning, Real Estate Strategy, Transactions, Lease Administration, Construction, and Workplace Services (REWS) to implement innovative strategies. ● Oversaw rigorous evaluation of various real estate investments and acquisition opportunities, including underwriting and deal evaluation. Prepared presentations and reports summarizing recommendations, potential risks, NOI, IRR, Cash Flow, NPV, and Cap Rates.● Led the creation and implementation of workplace strategies to enhance employee experience, including workplace design, amenities, and services.● Conducted in-depth research and provided recommendations on how the Future of Work will be reshaped by the COVID-19 pandemic for 50,000+ employees.● Directed regular market research and analysis to stay abreast of trends and industry developments, providing recommendations to senior leadership on potential opportunities or risks.● Provided guidance and mentorship to team members, fostering a collaborative and high-performing culture across Real Estate and Finance.

San Francisco, California, Us

● Managed Salesforce’s Real Estate financials including expansions, subleases, terminations and capital improvements across the United States, Latin America, Europe and Asia-Pacific totaling over 2.0+ Million sq. ft and 200+ offices. ● Provided Financial Planning & Analysis (FP&A) for $750M+ annual real estate operating budget including annual and quarterly planning, and drove decisions which impacted P&L, Balance Sheet and Cash Flow. ● Conducted financial analysis and modeling to evaluate potential real estate investments and acquisitions, presenting findings and recommendations ● Responsible for managing the Real Estate CapEx forecast which include construction projects such as Salesforce Tower San Francisco, Salesforce Tower New York, Hyderabad India and Tokyo Japan.● Served as the single point of contact for the real estate team for all global transaction activities and deliverables, ensuring a high level of client satisfaction.● Reviewed and analyzed monthly asset financials, property cash flows and key asset performance metrics for leased and owned assets.● Streamlined reporting and analysis, leveraging automation tools and data visualization to provide real-time, actionable insights to key stakeholders. Solved complex problems effectively and employed holistic approaches, looking at long-term solutions● Supported the development of corporate and business unit goals, lease vs. buy analysis, competitive benchmarking and new metrics to drive footprint optimization.● Created and implemented new financial models which increased efficiency and reduced manual work. Analyzed and monitored assets for capital improvements, property maintenance, market strategy competitive positioning. ● Partnered with Accounting, SEC Reporting, Procurement, Legal, Treasury and Tax to drive alignment on high profile transactions and financial close.

Dayton, Ohio, Us

● Conducted real estate investment underwriting and provided insights to senior executives regarding asset valuation, Net Operating Income (NOI), Return on Investment (ROI), Internal Rate of Return (IRR), Capitalization Rate (cap rate), Cash-On-Cash Return (CCR), Loan-to-Value Ratio (LTV), and potential market risks.● Collaborated directly with co-founders and the leadership team to shape investment strategy and site selection, resulting in the creation of KPIs that streamlined core operations and optimized unit economics. ● Analyzed potential real estate opportunities and made recommendations on pursuing acquisitions that covered site selection, construction, budgeting, risk management, and long-term operations, ensuring the highest return on investment.● Conducted on-site visits to meet with property managers, assess home conditions, and conduct financial and operational reviews, ensuring the highest standards of property management.● Monitored website presence and resident feedback to ensure that property managers maximized visibility and proactively addressed concerns, improving customer satisfaction and retention.● Evaluated due-diligence reports against program requirements and provided recommendations to leadership and stakeholders, ensuring compliance with regulatory and financial requirements.● Created market research and analyzed demographic data to identify emerging markets and trends.

Boston, Ma, Us

● Performed global real estate transaction services for a Fortune 100 company with revenue of $40 billion dollars and over 500 offices across divisions in North America, Europe, Middle East, Asia Pacific, Latin America and South America.● Successfully provided complex financial analysis throughout Liberty Mutual’s global real estate portfolio, including cost-benefit analyses, assessments of business unit conditions, feasibility studies, campus planning objectives, and global investment opportunities.● Implemented data-driven approaches to drive operational efficiencies and improve processes, leveraging technology tools and analytics to enhance reporting, tracking, and portfolio management.● Advised senior management on real estate strategy, providing recommendations on asset management, market trends, and capital allocation.● Led due diligence efforts on large-scale acquisitions, coordinating with internal and external teams to identify risks and opportunities in target markets.● Developed and maintained relationships with key stakeholders, including brokers, consultants, and property owners, to stay informed of industry trends and emerging markets.● Spearheaded the implementation of new technology platforms, including cloud-based financial databases, to improve operational efficiency and support growth.● Provided guidance to junior analysts on financial modeling best practices, market research methodologies, and report writing.● Oversaw and presented quarterly and annual reports to senior management and the Board of Directors, summarizing financial performance and market trends.● Worked cross-functionally across Corporate Real Estate including, Transactions, Finance, Lease Admin, Architects, Security and Workplace Operations to deliver high profile projects on time and within budget.