Brady Lupe
Dallas,TX
Summary
Results-driven individual that thrives in fast paced environments. I am a self starter and a quick learner. My goal is to join a forward thinking firm where I can expand business, build relationships, and make a lasting impact on company success.
Overview
2025
2025
years of professional experience
3
3
years of post-secondary education
2
2
Certifications
Work History
Enterprise Business Development Representative
FloQast
2 2024 - Current
- Cultivated strong relationships with C-level executives and decision-makers, resulting in a 100% quota attainment for Q1 and Q2 of 2024
- Conducted in-depth market research and competitive analysis to identify emerging trends and opportunities, contributing to a growth in market share
- Collaborated with cross-functional teams including marketing, PE alliances, and partnership to align sales strategies with company objectives and enhance client on-boarding processes
- Spearheaded efforts to modernize financial technology infrastructure, improving productivity and reducing costs through automation.
Analyst / Senior Analyst
Goldman Sachs
09.2022 - 02.2024
- Underwrite large, global commercial real estate mortgage transactions and structured financings (warehouse and other asset secured lending) across a full spectrum of asset classes such as commercial real estate (multifamily, hospitality, industrial, retail, office), residential real estate, corporate, and consumer
- Manage the performance of a diverse portfolio, including terms and covenants, and help formulate risk mitigating strategies
- Perform sector analysis regularly in order to assess portfolio concentrations, sensitivities, and trends
- Contribute Credit Risk considerations to financing committee memorandums, including recommending appropriate internal risk rating for each counterparty. Key focus areas include cash flow analysis, examining resiliency of underlying assets via stress testing, assessing credit enhancement, and analysis of structural controls.
- Junior lead of new hire training for both the Structured Finance and Real Estate teams.
Senior Accounting Analyst
GreenLight Tax Group
05.2022 - 09.2022
- Communicated with clients and taxing jurisdictions to clarify tax notices and resolve other inquiries
- Prepared and reviewed federal and state tax returns to comply with corporate submission requirements
- Conducted targeted tax research to facilitate informed project planning and compliance efforts
- Analyzed tax issues and made recommendations for remediation to management
Private Wealth Management Intern
Gilhang & Hays
01.2021 - 05.2022
- Utilized cold outreach to engage and set up meetings with potential new clients
- Held meetings with new and old clients to gain insight for future planning
- Researched and evaluated potential investment products for clients
- Met with potential new clients to discuss portfolio allocation
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals
- Educated clients on potential risks and gains associated with various investments
Education
BBA - Finance
University of Oklahoma
Norman, OK 08.2018 - 12.2021
Skills
Financial Valuation
Certification
Securities Industries Essentials (SIE), FINRA
Timeline
Analyst / Senior Analyst
Goldman Sachs
09.2022 - 02.2024
Senior Accounting Analyst
GreenLight Tax Group
05.2022 - 09.2022
Private Wealth Management Intern
Gilhang & Hays
01.2021 - 05.2022
BBA - Finance
University of Oklahoma
08.2018 - 12.2021
Enterprise Business Development Representative
FloQast
2 2024 - Current
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