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Skills

  • Client assessment and analysis
  • Variance analysis
  • Cross-functional team leadership
  • Pricing tool development
  • Budgeting and finance
  • Accounts reconciliation
  • Risk management processes and analysis
  • Project management
  • Cost-benefit analysis
  • Team Leadership

Work Experiences

  • Collaborated with legal and tax teams.
  • Created a streamlined tax planning strategy.
  • Achieved better positioning during market fluctuations.
  • Created multi-threaded admin web applications based on process.
  • Applied measures across 18 commercial properties.
  • Was able to effectively respond to customer requests via phone and email, as well as answer questions and inquiries.
  • Collaborated with 18 property managers to implement a lease management system that reduced vacancy rates by 67%.
  • Achieved a 76% improvement in property performance metrics.
  • Collaborated with 3 property managers.
  • Conducted an initial client assessment and analysis to begin the research process.

Summaries

  • Boosted NOI by 45%.
  • Financial administration, team leadership, and stakeholder engagement are all strengths.
  • Dynamic communicator who consistently outperforms company goals and expectations.
  • Achieved processing time reductions by 46%.
  • Achieved cost reductions.
  • Aligned financial disclosures with 2019 standards.
  • Boosted ancillary income by $3 annually.
  • Problem-solving and creative decision-making are skills that a logical Director of Finance, Property Management possesses.
  • Knowledgable in a variety of design and testing methodologies.
  • Achieved year-over-year margin growth of 71%.

Accomplishments

  • Designed and implemented a new budgeting process for 9 subsidiaries, enhancing forecast accuracy by 26% and reducing financial variances.
  • Documented and resolved category which led to program.
  • Resolved product issue through consumer testing.
  • Orchestrated monthly and annual financial reporting for Chicago portfolio, providing clear insights to stakeholders that contributed to securing Employee of the Year.
  • Created a cash flow monitoring system using initiative, resulting in improved liquidity management and timely investment decisions for 2021.
  • Implemented automated financial reporting tools, significantly improving accuracy and reducing manual labor by 69%. The project was completed under budget and ahead of schedule.
  • Worked closely with property management teams to reevaluate asset values across 12 locations, leading to a 23% increase in overall property valuation.
  • Utilized advanced financial modeling tools to project and manage capital needs for 11 properties, ensuring liquidity and securing additional investment funding of $3.
  • Utilized advanced ROI analysis for capital improvement projects, prioritizing initiatives that generated 60% higher returns across the property portfolio.
  • Directed a multi-step cost reduction initiative for underperforming properties, resulting in a financial turnaround and a revenue boost of 19%. Achieved positive cash flow within 2017.

Affiliations

  • Member, Urban Land Institute (ULI)
  • Member, National Multifamily Housing Council (NMHC)
  • Member, Institute of Real Estate Management (IREM)
  • Membership, Financial Executives International (FEI)
  • Mentor, Phoenix Real Estate Finance Mentorship Program
  • Member, Chartered Institute of Management Accountants (CIMA)
  • Member, Association for Financial Professionals (AFP)
  • Certified Property Manager (CPM) Credential, Institute of Real Estate Management
  • Advisory Board Member, Real Estate Finance Association Columbus
  • Panelist, Property Management Financing Strategies Webinar 2020

Certifications

  • Certified Public Accountant (CPA) - Texas Board of Accountancy
  • Certified Fraud Examiner (CFE) – Association of Certified Fraud Examiners (ACFE)
  • Accredited Commercial Manager (ACoM) initiative
  • Certified Compliance & Ethics Professional (CCEP) - Society of Corporate Compliance and Ethics
  • Advanced Financial Modeling & Valuation (AFM) - Wall Street Prep
  • Certificate in Commercial Property Management - initiative
  • Certificate in Real Estate Investment Analysis - New York University (NYU) Schack Institute of Real Estate
  • Real Estate Development Certificate - Massachusetts Institute of Technology (MIT)
  • Accredited Property Manager (APM) - Institute of Real Estate Management
  • Certified Corporate Financial Planning & Analysis Professional - Association for Financial Professionals

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