Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

EMILY PATTERSON

Dallas,TX

Summary

Highly analytical finance and accounting professional with a Master of Accountancy and 4+ years of experience in financial analysis, investment underwriting, auditing, and investor relations. Seeking a Finance or Accounting position within the United States Air Force where disciplined financial expertise, data-driven decision-making, and a commitment to organizational mission can contribute to national defense readiness.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Senior Acquisition Manager

Cross Development
02.2026 - Current
  • Direct the full financial lifecycle of commercial real estate acquisitions, including financial underwriting, risk evaluation, LOI negotiation, and closing
  • Perform complex quantitative analysis to assess investment viability and project returns for Self Storage acquisitions and development
  • Present financial findings and recommendations to senior leadership and investor stakeholders

Senior Acquisition Manager

Cross Heritage Capital
01.2022 - Current
  • Managed investor relations for active commercial real estate portfolio; prepared quarterly performance reviews and financial summaries
  • Maintained strict standards of fiduciary responsibility and regulatory compliance across all portfolio activity
  • Fielded investor inquiries and ensured accurate, transparent financial reporting

Experienced Acquisitions Associate / Commercial Real Estate Analyst

Cross Development
01.2022 - 02.2026
  • Conducted in-depth market research, financial modeling, and underwriting analysis to support multi-million dollar acquisition decisions
  • Maintained financial records, performance metrics, and quarterly reporting for active portfolio
  • Built strategic relationships with brokerage firms, ownership groups, and capital partners

Audit Associate

Grant Thornton LLP
09.2021 - 12.2021
  • Executed financial audits in compliance with GAAP standards at a top-tier public accounting firm
  • Identified financial discrepancies and communicated findings clearly to senior auditors and management
  • Applied rigorous procedural discipline in a highly regulated, deadline-driven environment

Accounting Intern

Grant Thornton LLP
01.2020 - 03.2020
  • Executed substantive testing, workpaper documentation, and client data reconciliation across an 8-week complex audit engagement
  • Collaborated with senior staff through all audit phases — planning, fieldwork, and wrap-up — under tight deadlines and extended hours
  • Developed hands-on proficiency in audit methodology, risk assessment, and firm documentation standards

Accounting Intern

Sulia CPA Solutions, LLC
12.2018 - 08.2019
  • Maintained accurate general ledger records and performed monthly bank reconciliations for a portfolio of small business clients

Education

BBA - Accounting

University of Oklahoma, Price College of Business
Norman
05-2019

Masters of Accountancy - Accounting

University of Oklahoma, Price College of Business
Norman
05-2021

Skills

  • Financial Analysis & Underwriting
  • Budgeting, Forecasting & Variance Analysis
  • GAAP & Audit Compliance
  • Investor Relations & Financial Reporting
  • Microsoft Excel (Advanced)
  • Risk Assessment & Due Diligence
  • Stakeholder Communication
  • Market Research & Strategic Planning

Accomplishments

  • Dean’s List Spring 2017
  • Dean’s list Fall 2018
  • Dean’s List Spring 2019
  • Lean Six Sigma Fundamentals Certified
  • Quickbooks ProAdvisor Certified

Certification

  • Grant Thornton Advisory Jumpstart Program - Retention Case Study Group Winner (competed with all starting associates across Grant Thornton's office locations)
  • Gamma Beta Phi Honor Society
  • Spring 2019 Audit Project - received second highest grade for said project in Senior level Audit class
  • Received individual exam scores at or significantly above average on all three exams in Senior Audit class leading to a high Final grade

Timeline

Senior Acquisition Manager

Cross Development
02.2026 - Current

Senior Acquisition Manager

Cross Heritage Capital
01.2022 - Current

Experienced Acquisitions Associate / Commercial Real Estate Analyst

Cross Development
01.2022 - 02.2026

Audit Associate

Grant Thornton LLP
09.2021 - 12.2021

Accounting Intern

Grant Thornton LLP
01.2020 - 03.2020

Accounting Intern

Sulia CPA Solutions, LLC
12.2018 - 08.2019

BBA - Accounting

University of Oklahoma, Price College of Business

Masters of Accountancy - Accounting

University of Oklahoma, Price College of Business
EMILY PATTERSON