Hardworking and detail-oriented real estate professional with broad experience in acquisitions, asset management, and financial operations at a RE private equity firm. Skilled at problem-solving and managing complex projects, willing to work the necessary hours to achieve results. Experienced in retail, medical, and industrial asset classes, and ready to leverage this expertise in multifamily investment. Relocating to Charleston, SC.
Overview
4
4
years of professional experience
Work History
Supervisor of Financial Operations
Midwest Equity & Arthur James Asset Management
Cedar Rapids, Iowa
05.2022 - Current
Acquisitions & Investment Analysis
Supported acquisition and disposition activities for a $1B+ real estate fund with 150+ properties across the Midwest and Southeast.
Oversaw financial due diligence, reviewing property financials, lease audits, CAM/recovery analysis, and operating statement evaluation.
Built pro formas, sensitivity analyses, and cash flow models to assess cash flow, distributions, DSCR, and value-add scenarios.
Conducted market research and site evaluations using demographic, economic, and location-based data tools.
Financial Operations & Technology
Managed multiple software conversions (Yardi Voyager, Power BI, accounting/reporting systems) to improve process efficiency and data accuracy.
Developed financial models and performance analyses in Excel, including budgets, YOY trends, and recovery/CAM workflows.
Experienced with ARGUS, Yardi Voyager, QuickBooks, Excel, BI, PowerPoint, and site-selection/location analytics platforms.
Cross-Functional Collaboration
Worked across acquisitions, asset management, financial operations, and lease administration due to broad team responsibilities.
Coordinated with brokers, lenders, legal teams, consultants, and property managers to ensure accurate and complete closing and due diligence deliverables.
Partnered with multiple departments to maximize cash flows and optimize property financial performance.
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