Chad Robertson
Summary
Dynamic finance professional with a proven track record in financial analysis, market research, and strategic planning. Equipped with solid financial analytical skills honed through relevant work experience and specialized training in commercial real estate financial modeling. Passionate about real estate and finance, I am eager to apply my skills to diverse opportunities in Real Estate Investment, Development, or Private Equity. Committed to delivering actionable insights and driving success in complex financial projects.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Key Account Manager
Copper State Bolt & Nut
Phoenix, AZ
08.2021 - 06.2023
- Led account management as the main point of contact, fostering robust client relationships, devising strategic supply plans, and achieving a 54% YoY revenue growth, contributing over $50 million in annual sales within company’s Renewable Energy division in 2022
- Developed and maintained an Excel-based cost tracking and analysis system, capturing key business expenses and translating them into data visualizations, which I presented for strategic insights on company-wide conference calls
- Chaired weekly strategy meetings with Renewable Energy team, deploying customer-centric initiatives to drive growth
- Executed supply and demand planning based on comprehensive market research and customer requirements
Leadership Development Program
Copper State Bolt & Nut
Phoenix, AZ
08.2020 - 08.2021
- Accelerated through rotations in Accounting/Finance, Purchasing, Warehouse Operations, and Business Development, earning a promotion ahead of schedule by demonstrating proficiency across all divisions
- Revamped the internal ERP system to enhance customer payment tracking for regional managers, directly resulting in a 30% reduction in outstanding payables
Summer Analyst
JLL, Jones Lang LaSalle
Phoenix, AZ
05.2019 - 08.2019
- Utilized CoStar to perform in-depth market research and analysis on commercial properties, providing essential data and strategic marketing insights that supported investment decision-making
- Partnered with senior team members to strengthen key business relationships, contributing to improved client engagement and retention strategies
- Delivered an insightful final presentation to the tenant representation team on the current trends and market conditions in the Phoenix CRE market
Education
Real Estate Financial Modeling
Break Into CRE Academy
Https://breakintocre.com/11-2023
Bachelor of Science - Finance
University of Arizona (Honors College)
Tucson, AZ05-2020
Skills
- Financial Modeling
- Market Research & Analysis
- Strategic Planning
- Data Analysis & Reporting
- Client Relationship Management
- Project Management
- Valuation Techniques
- Presentation Skills
Affiliations
- Exercise
- Travel
- Photography
- Golf
Certification
- AZ Real Estate Salesperson License
References
References available upon request.
Timeline
Key Account Manager
Copper State Bolt & Nut
08.2021 - 06.2023
Leadership Development Program
Copper State Bolt & Nut
08.2020 - 08.2021
Summer Analyst
JLL, Jones Lang LaSalle
05.2019 - 08.2019
Real Estate Financial Modeling
Break Into CRE Academy
Bachelor of Science - Finance
University of Arizona (Honors College)
- AZ Real Estate Salesperson License
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