Elie Phillips

• Was the project lead building the companies first budget and monitoring process on a property by property basis for 46 properties, and 4,000+ doors.
• Provided valuable insights to management, supporting strategic decision-making with comprehensive financial analysis.
• Improved financial reporting and reconciliation timeliness by automating data input and report generation tasks.
• Streamlined accounting processes using excel formulas for increased efficiency and reduced errors.
• Optimized budgeting processes, collaborating with department heads to develop accurate forecasts and allocations.
• Developed customized financial models to assist in the evaluation of new business opportunities, maximizing profitability potential.

Converted an abandoned roller rink into a climate controlled self storage facility that I own and operate with my husband.

• Acquired the property using creative financing with private investors.
• Built financial models to value the deal and negotiate terms with investors.
• Designed business plan to define concept, short-term and long-term goals and strategies.
• Created financial plans and budgets to optimize resources, track expenses, and ensure profitability.
• Advertised services online, social media and through traditional campaigns to target ideal consumers.

• Assigned to create unique spreadsheets for our Risk Management team from Cognos report data to analyze unique scenarios concerning factors such as account rates, Fed rates, loan production, CD rates, and deposit fluctuations.
• Assisted the Controller by completing journal entries, reconciliations, and account analysis to prepare monthly financial documents for the ALCO Committee, and general account management.
• Prepared balance sheets, cash flow reports and income statements.
• Assisted Loan Operations with general account management, loan presentation materials, and participation loan management.
• Reviewed the banks active marijuana related business loans and ran risk analysis based on current economic condition.

• Identify homes in distress that could potentially be for sale
• Create property reports including area comps, after rehab value, approximate renovation costs, potential rent, and potential cash flows, for a network of cash buyers
• Negotiate sale price with owner
• Work with lawyers and title companies to ensure legality within the contracts and transfer of title
• Market properties to a network of cash buyers

• Worked with student athletes within the Women's Basketball Program assisting with homework, exam prep, and building a foundation of key financial and statistical concepts, and teaching efficient use of software tools to complete assignments
• Specific courses worked with include Financial Investment Strategies, Intermediate Probability and Statistics, Financial Decision Making Tools + Techniques, Advanced Software Tools, and Capital Budgeting
• Met with team academic advisors weekly to track and asses student progress and determine areas of focus

• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
• Created business plan and identified target customers by interacting on phone and in person
• Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans
• Provided specialized financial planning support for clients with diverse portfolios and needs
• Present clients with life insurance products and strategies that fit their individual needs

• Prepared property reports collecting and analyzing data and trends
• Built balance sheets of current portfolio for future loan approvals and refinances, ensuring compliance with bank regulations and policies
• Met financial objectives by collecting rents, paying bills, forecasting, preparing and monitoring budgets and balance sheets, and scheduling expenditures
• Filled vacant units by advertising, screening applicants, and negotiating leases
• Maintained property grounds by organizing lawn care and snow removal
• Maintained building systems and appliances by contracting hired maintenance and supervising repairs
• Enforced lease policies and confront violators
• Communicated with tenants and maintain a positive, professional relationship

• Used organizational and technical skills to ensure that all machinery was properly maintained and ready for use at the time it was needed throughout the growing season
• Acquired a value of strong work ethics as pertained to agriculture applications
• Stacked hay and straw in a timely matter to make sure deliveries could be made on time
• Performed deliveries of hay and straw in a timely matter

• Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
• Upheld classroom routines to support student environments and maintain consistent schedules.
• Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
• Supervised lunchroom and passing time activities.