Experience
Accounting & Financial Analysis
- Built, implemented, & managed budgets, forecasts, systems & capital resources for data-driven decision-making across a total of 113 commercial real estate investments & 11 investment funds totaling $6.4 billion assets under managed (AUM).
- Responsible for the accounting & reporting of 23 partner buyouts, 20 acquisitions, & 17 dispositions.
- Managed over $105M total lines of credit funds & over 100 treasury accounts across complex investment fund structures including 1 evergreen fund, 1 fund of funds, 4 joint venture funds, & 5 feeder funds.
Business Systems & Analytics
- Implemented 4 business systems that resulted in time savings of approximately 125 hours per quarter & 12 days annually at year-end on accounting, financial reporting, investor reporting & management processes.
- Adept at leveraging financial, analytical & copywriting experience to optimize small businesses' effective use of apps, systems, AI, & search engines to reach targeted audiences & goals & capitalize on market trends.
- Experience reviewing, researching, forecasting, strategizing & presenting decision-making interpretations based on analytical analyses of financial, SEO, & digital analytical data & market trends.
- Expertise in Microsoft Excel, Yardi accounting & investment modules, Juniper Square, iLEVEL, Quickbooks, Investran, MRI, & Eagle Investment Systems (STAR).
Marketing & Branding
- Built & managed Excel-based models and macros used to efficiently calculate investment & investor-specific financial data used in over 40 quarterly & annual requests for information (RFIs) from real estate fund investors & institutions.
- Led the combined preparation & submission of a Denver, Colorado low income community-based real estate development request for proposal (RFP) in 2019 which was chosen in the RFP selection process for the community-based project.
- Sourced & closed 1 national LGBTQ+ brand partnership in 2023 for social media brand with nearly 569,000 followers across all social media platforms.