Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Timeline
Generic

Francisco Baez

Haverhill,MA

Summary

Summary of Experience:

Analytical commercial real estate underwriter with expertise in multifamily valuation and acquisition process. Provide strategic long term recommendation to investors to grow their portfolio basis on their investment benchmarks. Team-oriented with success in building relationships with brokers and sales agents to achieve business goals.

Overview

15
15
years of professional experience

Work History

Commercial Real Estate Advisor

Mansard
Andover, MA
08.2020 - Current
  • Negotiated real estate contracts to navigate transactions between buyers and sellers.
  • Traded 13 commercial properties between 2020-2022 worth $39 million in sales
  • Daily execution of the acquisition and sales due diligence process, for both buyer and seller
  • Liaised between clients and vendors and maintained effective lines of communication
  • Educated clients looking to sell or buy on current market conditions, legal requirements, pricing and lending options.
  • Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations
  • Liaised between property owners and prospective buyers to facilitate purchase and transfer of ownership.
  • Compared properties possessing similar features to determine competitive market prices.
  • Negotiated and obtained agreements from property owners to place properties for sale.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Demonstrated respect, friendliness, and willingness to help wherever needed.
  • Used coordination and planning skills to achieve results according to closing schedule
  • Coordinated leads management with CRM software to improve efficiency with prioritized prospects

Commercial Real Estate Advisor

ABG Commercial Advisors
Cambridge, MA
02.2018 - 08.2020
  • Specialize in commercial real estate leasing and sales
  • Responsible for acquisition and analysis of commercial properties to determine best investment property for clients to achieve their investment benchmark and/or business needs and requirements
  • Closed on $4.5M in commercial real estate transactions
  • Developed Pro-forma forecast reports and financial analysis to determine if investment property fulfills client's investment benchmarks
  • Managed a prospecting system that involves phone conferencing, networking, and digital & direct mail marketing to build a book of business and clientele
  • Experience in conducting high volume of prospecting calls to generate and qualify leads
  • Administered full due diligence process of investment property to determine reward vs risk for clients
  • Execute property listing procedure and effectively marketing to find the best buyer for the property
  • Performed exceptions customer service and consistent communication skills with clients and prospects
  • Experience in utilizing CRM systems and marketing platforms.

Investment Analyst/ Property Manager

Buzz Brokers Real Estate Firm
Lynnfield, MA
07.2016 - 02.2018
  • Responsible on analyzing potential property investments by developing pro-forma reports, budget and cost analysis, market analysis, and forecasting revenue for the acquisition
  • Administered financial analysis, budget, and cost reports to determine if acquisition is a solid investment
  • Develop and maintained pro-forma reports for all units on monthly and yearly basis
  • Coordinated property management for all units to which entails record-keeping, rent collection, maintenance & repairs, landscaping
  • Managed tenants screening to identify and place well qualified tenants within all units and properties
  • Maintained solid tenant / landlord communication
  • Completed numerous real estate properties sales.

Sr. Financial Analyst (Contractor)

Adecco/ Thermo Fisher Scientific
Tewksbury, MA
12.2015 - 07.2016
  • Responsible to support month-end close-out through reporting and analytics
  • Contributes to reports that directly support the Director of Finance, Unity Laboratory Services (ULS) North America
  • Provide weekly revenue recognition reporting for service contracts, time & materials, sales & shipments (SIOP)
  • Develop numerous month-end close-out reports which include expense reports for individual business units that illustrate status in terms of expense versus AOP
  • Actively contributing member of the ULS Finance team working closely with divisional finance managers
  • Created instructional procedure & documentation of all month-end close-out reports
  • Provide accurate financial reporting for area directors & regional managers
  • Perform special projects and ad-hoc financial reporting as required.

Financial Analyst/ Program Controller

Raytheon
Andover, MA
11.2008 - 10.2015
  • Execute dependable and consistent financial analysis on forecasting, budgeting, cost control, and revenue recognition support on multiple multi-million-dollar business units/ projects
  • Utilized company-driven financial models to analyze data from the company's business units to evaluate revenue, expense, work performed & estimate at completion cost for company projects
  • Prepare and deliver monthly/quarterly financial analysis packages which include insightful analysis of budgets, actual cost incurred, and work performance indicators required to determine revenue recognition and performance status of the program
  • Assist in compiling, analyzing, and maintaining department budgets as well as help develop quarterly financial forecasts to ensure timely and effective decision making
  • Performed reconciliation and validation on program financial reports to ensure accurate documented recording throughout the life of the program
  • Presented financial reviews to senior management to identify program performance, productivity, and profitability
  • Developed dashboards and metrics for senior management tracking expenses across eight projects
  • Oversaw Labor/Time tracking on six projects to ensure no abnormalities occurred
  • Develop and maintain standard and ad-hoc financial reporting utilizing SAP with other internal software programs
  • Assisted Proposal Manager in the issuance of proposals for various systems parts and components
  • Engage on a daily basis with customers on request proposals status activities and warranty claims on purchases
  • Conduct cost investigation and inquiries as required
  • Managed a booking log containing five projects with a year-to-date total of $276 million
  • Led project closure activities of nine projects and set common expectations across all impacted teams in order to properly close all projects to meet standard company close-out procedures.

Configuration Analyst

Raytheon
Tewksbury, MA
11.2008 - 10.2012
  • Configuration management consists of evaluating contracts to ensure no abnormality exists within the contract agreement and customer
  • Therefore, preventing schedules data item deliverables from being non-compliant
  • Evaluate new contracts/subcontracts discrepancies and modifications to ensure contractual compliance between the customer and vendor
  • Establish a program data repository; to organize and remodeled the program’s storage system for data items
  • Conducted problem identification analysis to identify contract/subcontract inaccuracies and provided recommendations for necessary corrections prior to program approval
  • Communicate subcontract discrepancies to Program Leads to prevent delay/delinquencies on contractually mandatory data items deliverables
  • Processed customer and vendor data items where systematical analyze/inspect and archive each item and ensure it fulfilled contractual/program requirements
  • Created and presented data reports to upper management to ensure delivery of data requirements
  • Prioritize internal documentation, product team comments, and approvals on each data item
  • Formulated and maintained solid Upper Management /Customer relationships to establish effective teamwork and achieve the best possible results
  • Proficiently utilized numerous of Web-enabled tools in order to record contractual information, execute data item scheduling, track data items review process and develop program status reports
  • Arbitrated with multiple functional organizations to ensure that contractual submissions were compliant with data requirements.

Education

Bachelor of Science - International Management, Finance, International Business

University of Massachusetts
2007

Skills

  • Underwriting Understanding
  • Financial Modeling
  • Analytical and Logical Thinking
  • Client Advisory
  • Problem-solving
  • Team-oriented
  • Complex Negotiations
  • Data Interpretation
  • Data Analysis
  • Prospect Management
  • Customer relationship Management
  • Strong interpersonal skills
  • Market Tracking and Research

Accomplishments

  • CCIM Certification Candidate
  • Six Sigma Certified
  • Certified Raytheon EVMS Specialist
  • Expert on Financial Analysis on a Multi-million-dollar Japan Patriot Program
  • Hosted training sessions for Labor Management department, demonstrating the use of Web enable tools which impact their daily practices
  • Expert on Contract Data items Management on the $3 Billion UAE Patriot Program contract resulting in new business for Raytheon
  • A former participant of Stand & Deliver Students Mentoring Program

Additional Information

  • Certifications, Massachusetts Salesperson’s Real Estate License

Timeline

Commercial Real Estate Advisor

Mansard
08.2020 - Current

Commercial Real Estate Advisor

ABG Commercial Advisors
02.2018 - 08.2020

Investment Analyst/ Property Manager

Buzz Brokers Real Estate Firm
07.2016 - 02.2018

Sr. Financial Analyst (Contractor)

Adecco/ Thermo Fisher Scientific
12.2015 - 07.2016

Configuration Analyst

Raytheon
11.2008 - 10.2012

Financial Analyst/ Program Controller

Raytheon
11.2008 - 10.2015

Bachelor of Science - International Management, Finance, International Business

University of Massachusetts

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Francisco Baez