Experienced Financial Analyst with a background in managing and interpreting financial data to support business decision-making. Strong skills in budgeting, forecasting, and financial modeling paired with the ability to communicate complex financial concepts clearly. Demonstrated success in team collaboration, especially with cross-functional teams.
Overview
8
8
years of professional experience
Work History
Financial Analyst
Berkadia Commercial Mortgage
Seattle, Washington
08.2022 - Current
Developed comprehensive financial models for commercial mortgage transactions.
Conducted market research to evaluate property values and trends.
Reviewed loan applications to ensure compliance with company policies and regulations.
Analyzed complex financial information to offer recommendations to management and Sponsors, driving decision-making.
Facilitated communication with Sponsors, third parties, legal counsel, and government entities to align objectives, expectations, and complete transaction closing.
Senior Financial Analyst
Institutional Property Advisors, Marcus & Millichap
Seattle, Washington
06.2021 - 07.2022
Analyze and underwrite multi-family assets, ranging from $5 million to $230 million.
Analyzed financial data to support investment decisions in commercial real estate.
Create, maintain, and optimize financial models for asset pricing and disposition analysis.
Assisted in the preparation of offering memorandums for property sales presentations.
Facilitate communications across ownership, stakeholders, and sponsor groups for acquisitions and dispositions of real estate assets.
Created presentations and documentation to deliver financial data to inform key financial decisions.
Monitored and analyzed key performance indicators, and financial ratios.
Multifamily Development Specialist
Momentum Partners, Inc.
Tacoma, Washington
12.2017 - 05.2021
Managed $50 million multifamily construction project, overseeing all phases of development.
Conducted comprehensive real estate analysis, including NPV and cash flow evaluations.
Completed HUD loan closing and audit process efficiently.
Served as owner's representative during construction, ensuring project adherence to specifications.
Coordinated with city officials to secure necessary documentation for construction closures.
Directed budgeting for development and property management activities.
Led management of 208 units with a 7-person on-site team, enhancing operational efficiency.
Education
Bachelor of Arts - Finance
Western Washington University
Bellingham, WA
10.2017
High School Diploma -
Olympia High School
Olympia, WA
06.2013
Skills
Financial modeling
Investment analysis
Compliance review
Performance monitoring
Effective communication
Decision making
Stakeholder alignment
Team collaboration
Problem solving
Business development
Budget support
Microsoft Excel
Auditing
Flexible team player
Advanced computer skills
Strong organization
Capital forecasting and reporting
Presentation skills
Self-motivated professional
References
Sally Beckwith, (360) 878-1707, Senior Vice President, Morgan Stanley
John Runkle, (951) 440-8496, Multifamily Mortgage Banking, Berkadia
Christine Sorteberg, (206) 743-7365, CPA, Momentum Partners, Inc.
Hannah Click, (406) 570-1327, Microsoft, Program Manager