Open To Work
Chase Garcia
Reserve Studies Inc.
Santa Clarita,USA
Work Preference
Job Search Status:
Open to work
Desired start date:
Flexible
Location Preference
HybridRemoteOn-Site
Location:
Santa Clarita, USA, USSanta Clarita, CA
Open to relocation:
Yes
Important To Me
Career advancementWork-life balanceCompany CultureHealthcare benefitsPersonal development programs401k matchWork from home option4-day work week
Summary
Analytical and results-driven professional with experience in financial analysis, consulting, business development, and project coordination. Skilled at evaluating complex information, identifying opportunities for improvement, and developing practical solutions that support organizational goals. Proven ability to build strong stakeholder relationships, communicate effectively across teams, and deliver data-driven recommendations in dynamic environments.
Work History
Reserve Analyst & Building /Asset Inspector
4 Years 1 Month- Deliver high-quality customer service through clear communication with clients, contractors, and industry professionals.
- Prepared long-term capital reserve funding plans for homeowners associations and common-interest developments.
- Analyzed reserve fund adequacy and projected future repair and replacement expenditures.
- Evaluated component useful life, remaining useful life, and replacement costs for major common area assets.
- Conducted reserve study inspections and asset inventories to assess physical condition and maintenance needs.
- Developed cash flow and component funding models to support reserve recommendations.
- Reviewed governing documents, maintenance responsibilities, and financial records to support reserve study preparation.
- Presented reserve funding strategies and study findings to boards of directors, managers, and stakeholders.
- Assisted clients with reserve budgeting, assessment planning, and capital expenditure forecasting.
- Performed cost research and replacement cost analysis using industry data and market trends.
- Identify building components and defects, and prepare accurate, detailed inspection reports in compliance with industry standards.
- Developed and maintained complex Excel models for reserve funding projections and financial forecasting.
- Utilized advanced formulas, pivot tables, data validation, and reporting tools to analyze financial and asset data.
- Managed large datasets to support reserve calculations and long-term planning recommendations.
- Streamlined reporting processes through spreadsheet automation and standardized templates.
- Analyzed complex data sets to identify trends and insights for strategic decision-making.
- Developed comprehensive reports to support executive leadership in performance evaluation and planning.
- Developed and maintained relationships with prospective clients, industry partners, and key stakeholders.
- Represented the company at trade shows, conferences, expos, and networking events.
- Managed event booths, engaged attendees, and generated qualified leads.
- Conducted outreach and follow-up communications to convert prospects into clients.
- Collaborated with internal teams to support sales and client acquisition efforts.
- Developed and implemented strategic partnerships to enhance market reach and revenue growth.
- Articulated complex financial and asset data to facilitate informed decision-making for board members.
- Collaborated with association leadership to evaluate funding obstacles. Orchestrated discussions around budgeting options. Proposed strategic solutions for upcoming capital repair and replacement requirements.
- Delivered expert consultation on reserve budgeting assessment planning and capital expenditure forecasting.
Lead Bartender/Server/Trainer
8 Years 9 Months- Managed keyholder duties, encompassing the launch of new locations and the development of new staff to align with company standards.
- Cultivated in-depth understanding of menu offerings to provide accurate responses to guest inquiries.
- Ensured guest satisfaction by delivering high-quality service and fostering a friendly, professional environment.
- Engaged with team members to swiftly address operational needs in dynamic settings.
- Maintained meticulous attention to detail while processing high-volume cash and card transactions, achieving flawless financial accuracy.
Skills
- Financial Forecasting & Analysis
- Client Relationship Management
- Asset Condition Assessment
- Analytical information retrieval
- Comprehensive documentation skills
- Trade Show Marketing
- Client Outreach
- Experienced with Microsoft Office applications
- Strategic Consulting
- Professional Presentations
Timeline
Reserve Analyst & Building /Asset Inspector
Reserve Studies Inc.
05.2022 - CurrentRead More
Lead Bartender/Server/Trainer
Wokcano Restaurant
08.2013 - 05.2022Read More