Carla J Francis
Albuquerque,NM
Summary
Strong operations experience, Expertise tracking and reporting metrics Ability to work independently, Multitask, work well under pressure; Skilled at strategic planning and tactical implementation in rapidly changing environments; Strong motivational skills and leadership skills to manage and drive results in fast-paced environments, meeting internal and external customer service and company expectations; Excellent verbal and written communication skills; effective public speaking and presentation skills; Experience in monitoring expenditures and budgets, preparing P&L statements; Multi property/portfolio experience.
Professional with expertise in portfolio management and proven track record of driving investment strategies and optimizing asset performance. Adept at collaborating with cross-functional teams to deliver consistent results and adapt to evolving market conditions. Skilled in risk assessment, financial analysis, and strategic planning, with reputation for reliability and flexibility.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Portfolio Manager
Property Management Company
04.2024 - Current
- Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
- Developed rebalancing strategies to minimize risk exposures.
- Evaluated potential alternative investments such as private equity funds or hedge funds as part of a broader effort to diversify client portfolios.
- Conducted thorough market research to inform investment strategies, leading to consistently strong portfolio performance.
- Achieved superior client satisfaction, addressing concerns and providing tailored investment advice.
- Analyzed and rebalanced client portfolios to align with changing risk tolerances and investment objectives.
- Identified and capitalized on emerging market opportunities, leading to substantial portfolio growth over time.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Established and checked coding procedures, monitored reports and updated internal files.
Business Manager
Multi-Family Luxury Asset
01.2022 - 01.2023
- Recruited, hired and trained all staff
- Administered all On-boarding of new staff members and ensured continuing training and education for current staff
- In charge of all payroll , tracking PTO and sick leave
- Managed financial performance of the property, over 5 million dollars, by overseeing expenditures
- Ensured KPI's were met on a monthly, and quarterly basis
- Analyzed monthly performance and budget projections resulting in strategic implementations
- Completed annual asset business plans and budget forecasts
- Cultivated and executed marketing techniques and budgeting
- Supervised resident retention , renewal and leasing programs to maintain maximum occupancy
- Trained and mentored office staff in effort to implement sales and marketing materials and strategies
- Provided direction and oversight to property maintenance staff
- Motivated the team to stay in compliance, while creating the company culture for residents and team
- Ensured that buildings, units, amenities and space conditions are in market ready condition
- Bid, negotiated and managed vendor service contracts and one-time projects
- Promoted and taught safe work-place practices
- Managed all aspects of the lease for the resident units and the corporate units
- Improved operational workflows by identifying areas of inefficiency and implementing appropriate solutions.
- Increased overall team productivity by fostering a positive work environment and providing effective leadership.
- Communicated with customers and vendors positively with particular attention to problem resolution.
- Negotiated contracts with suppliers and vendors, securing favorable terms for the company while maintaining strong relationships.
- Drafted reports and documents to improve correspondence management, schedule coordination and recordkeeping.
- Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
- Streamlined business processes by implementing new project management tools and techniques.
- Evaluated current market trends and competitor strategies, guiding the development of innovative solutions to stay ahead in the industry.
- Managed cross-functional teams, ensuring timely completion of projects within budget constraints.
- Implemented cost-cutting measures, resulting in substantial savings for the organization without compromising on quality or performance.
- Enhanced customer satisfaction levels by implementing an effective feedback system and addressing concerns promptly and efficiently.
- Negotiated favorable terms with suppliers, improving profit margins without sacrificing quality.
- Implemented customer relationship management systems to track client interactions and feedback, leading to improved service delivery.
General Manager/Director of Sales
Marriott/Hilton Hotels
01.2008 - 01.2020
- Created strong relationships with key client stakeholders at both senior and mid-management level
- Worked closely with colleagues on cross-territory opportunities and other internal teams on marketing materials
- Established sales objectives by forecasting and developing annual sales quotas for regions and territories
- Projected expected sales volume and profit
- Provided associates with coaching and counseling as needed to achieve performance objectives and
- Resolved all issues, complaints and conflicts within the various departments
- Implemented strategies (team building) to improve employee morale, engagement and productivity Implemented an improved employee relations policies and procedures in conjunction with the GM
- Collaborated with HR and legal to ensure compliance with employment laws and regulations Managed employee discipline sanctions and performance improvement plans Determined annual ROI and gross-profit plans by implementing marketing strategies and analyzing trends and results
- Maintained sales volume, product mix and selling price by keeping current with supply and demand , economic indicators and competitors
- Established and adjusted selling prices by monitoring costs , competition and supply and demand
- Controlled expenditures within the approved budget for the year
Education
Bachelor's Degree - Communications/Business Administration
Regis University
Denver, CoParalegal Certification -
Albuquerque Career Institute
Albuquerque, NMReal Estate Broker -
Kaplan Real Estate School
AlbuquerqueSkills
- Equity valuation
- Client relations
- Client relationship management
- Client interfacing
Accomplishments
- Achieved ROI by completing tasks with accuracy and efficiency, by tracking expenses and revenue, measuring the performance of the asset, and adhering to best practices.
- Achieved affective resource allocation through strategically assigning personnel, budget and time to various activities/projects to maximize efficiency, productivity and overall organizational success.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Collaborated with a corporate team in the development of the Go Green Initiative.
Certification
Paralegal Certification-New Mexico
Languages
English
Full Professional
Spanish
Limited Working
Timeline
Portfolio Manager
Property Management Company
04.2024 - Current
Business Manager
Multi-Family Luxury Asset
01.2022 - 01.2023
General Manager/Director of Sales
Marriott/Hilton Hotels
01.2008 - 01.2020
Bachelor's Degree - Communications/Business Administration
Regis University
Paralegal Certification -
Albuquerque Career Institute
Real Estate Broker -
Kaplan Real Estate School
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