Asset management professional with strong background in financial analysis, risk assessment, and portfolio management. Known for effective teamwork, adaptability, results-driven collaborative approach and commitment to achieving high-impact results. Key skills also include data interpretation, coupled with results-oriented mindset.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Real Estate Asset Analyst
Family Managed LLC Portfolio
San Diego, CA
09.2024 - Current
Financial Analysis & Budgeting: Direct the comprehensive budget analysis for new construction and development projects, ensuring accurate forecasting of capital expenditures and operational costs.
Loan & Debt Management: Oversee the reconciliation of payments and loan balances across the entire San Diego portfolio, ensuring 100% compliance with lender requirements and financial covenants.
Decision Support: Provide data-driven insights to senior stakeholders regarding project feasibility and ROI, mirroring the "data-driven decision-making" required for large-scale institutional operations.
Discrepancy Resolution: Audit financial statements for new developments to identify and resolve billing discrepancies between contractors and internal project budgets.
Property Portfolio & Systems Administrator
Family Managed LLC Portfolio
San Diego, CA
09.2021 - 08.2024
System Implementation: Engineered and launched a centralized workflow system for landscaping and exterior job management, improving reporting accuracy and operational efficiency by 15%.
Financial Operations: Centralized the organization of property-related payments, transitioning ad-hoc tracking into a structured, audit-ready financial system.
Compliance & Policy: Interpreted local real estate regulations to develop internal standard operating procedures (SOPs) for property maintenance and external labor contracts.
Stakeholder Coordination: Served as the primary point of contact for financial institutions and external vendors, managing professional relationships and "consultative support" for diverse project needs.
Property Operations Coordinator
Family Managed LLC Portfolio
San Diego, CA
10.2018 - 08.2021
Account Reconciliation & Reporting: Managed the "rent-ready" pipeline by reconciling repair budgets for plumbing, electrical, and painting with actual expenditure reports.
Logistics Management: Coordinated multiple overlapping timelines for property turnovers, ensuring that units met all safety and aesthetic standards before market entry.
Troubleshooting: Acted as the first line of defense for maintenance-related financial issues, investigating cost overruns and identifying more cost-effective vendor solutions.
Analytical Reporting: Maintained detailed records of property conditions and repair histories to support long-term depreciation and capital improvement planning.
Accountant Technician 1
Cal State Fullerton
Fullerton, CA
01.2017 - 09.2018
Perform cashiering duties, including issuing receipts and recording payments to appropriate accounts.
Balance cash funds daily, prepare bank deposits, and post departmental deposits and electronic files.
Analyze student accounts and respond to inquiries by interpreting complex financial records.
Process financial aid loan and scholarship payments to student accounts and verify eligibility.
Maintain financial reporting records and conduct quality controls for events.
End-to-End Coordination: Managing the entire event lifecycle, from initial conceptualization and site selection to post-event breakdown and ROI analysis.
Logistics Management: Overseeing complex scheduling, transportation, equipment load-ins, and floor plan optimization.
Onsite Lead: Directing registration desks, stage management, and technical crews to ensure real-time troubleshooting and smooth transitions.
Cross-Functional Leadership: Coordinating between marketing, sales, and creative departments to align event goals with broader organizational objectives.
Budget Oversight: Tracking expenses, negotiating contracts, and maintaining detailed financial records to ensure all projects remain within or under budget.
Risk Mitigation: Developing contingency plans for technical failures, vendor delays, or weather-related disruptions.
Contract Negotiation: Managing RFPs (Request for Proposals) and securing favorable terms with catering, AV, and venue partners.
Client Communication: Serving as the primary point of contact for speakers, VIPs, and sponsors to manage expectations and deliverables.
Team Supervision: Delegating tasks to junior staff, volunteers, and third-party contractors to maximize operational efficiency.
Coordinated logistics for over 100 annual events, managing budgets exceeding with 100% adherence to financial targets
Streamlined vendor communication by implementing a centralized project tracking system, reducing planning lead time by 50%
Directed a diverse team of 10+ onsite staff to facilitate seamless execution for conferences of up to 1,000 attendees
Customer Service Representative/Cashier
Parking and Transportation
Fullerton, CA
12.2014 - 08.2017
Provide exceptional customer service
Direct guests and members of CSUF with information about parking and transportation on campus.
Incredible control over confrontations from angry customers
Trained new hires on cashiering and working special events.
5 years of experience participating in Concert Under the Stars, Welcome to CSUF day and Commencement.
Responsibilities were to interact with customers over the phone, cashiering and filing paperwork
Duties were to input data regarding times, lot counts and distribution into excel sheets
Proficient in issuing citations to vehicles parked illegally on campus
Proficient in marketing and planning for events on campus, providing directional signage, traffic control and handling over $1,000 in an open event.
Proficient in the adjudication process of the citations issued by the department; contest forms, letters, 1st level appeals, 2nd level appeals and creating case folders for the hearing officer.
Proficient in PRO - Permits issued for specific events, guests and speakers coming to campus, requested by faculty, professors, deans, students, and club members.
Vice Chairman of Finance for Sport Clubs-Inter Club Council
Student Run Organization - SCICC; Men’s Club Team Leader for CSUF, CA
08.2015 - 08.2017
Board Member for two consecutive years.
Manage and Distribute over $100k to 21 club teams
Ability to train and educate students on proposal paperwork, university trainings and invoices/reimburses
Weekly updates & executive meeting with both the Director of Student Life and Leadership and the Director of Leader & Program Development.
Weekly council meetings with all presidents and representatives.
Report and update the Board of Directors on SCICC accomplishments, tournaments, gear and activities.
Work and participate hand in hand with the ASI president and ASI Financial officer.
Work with student affairs for special events and recruitment.
On the board committee for bringing Bill Nye and Magic Johnson to Cal State Fullerton.
Set weekly, monthly and semester goals for our council
Set weekly discussions on improvements that could be made to SCICC for the future council
Practiced and taught Robert’s Rules of Order to the whole council.
Participated in Fundraisers, Philanthropy events and Fan Supports.
All teams were co-managed and run by students. Each team had to integrate a president, vice-president, treasurer and a representative for the fall and spring semesters.
Education
BA - Business Administration, Finance
California State University of Fullerton
Fullerton, CA
08-2017
Skills
Exceptional skills in Microsoft Excel, Access, PPW, Word, Tableau & automated sales and accounting systems
Ability to present and share insights with various business functions: Credit analysis, Cash flow analysis and Due diligence
Key understanding of operations and various functions (sales, finance, planning, order management, & forecasting)
Ability to compile, verify, and reconcile financial data and financial statements, and present reports
Understanding of advanced analytics and how to apply statistical methods to business problems
Ability to translate ambiguous business requirements into analytical insights
First-rate at finding flaws, being creative, organized, presentable & investigate/resolve errors and discrepancies
Knowledge in working with database sheet, research, development and evaluation of policies
Able to perform business math, analyze budgetary data, make accurate projections and reconcile financial data
Intuitive, critical thinker, planner, and coordinator
Excellent in database information, financial budgeting and working with compliance policies
Promote leadership, personal growth and development among all respective organizations
Aptitude to train others on new skills, procedures, regulations and provide a leadership work environment
Knowledgeable in planning, advising and making specific recommendations to achieve and execute events
Experience using financial and personnel management tools such as PeopleSoft/Common Financial System (CFS)
Excellent typing, keyboarding skills and meet and plan goals on a timely manner/expedite projects
Organized and designed events for SCICC involving student engagement, diversity, awareness and recruitment
Presented students with weekly workshops, financial trainings and icebreakers
Trilingual: fluent in Spanish, English and Italian
Accomplishments
Vice-Chair of Finance for SC-ICC Council [2-years]
Member of the Finance Committee at Mihaylo Hall [2-years]
SC-ICC Council Member for Men’s Soccer [4years]
Volunteer Leader at Speech & Hearing impaired philanthropy
Volunteer Leader at Walk for Life philanthropy at CSUF
Graduated High School with a 3.7 G.P.A
V.P of the Italian Club at BVHS [2010]
V.P of the A.V.I.D Club at BVHS [2010]
President of the A.V.I.D Club at BVHS [2011]
QUALIFICATIONS
7 Years of Experience in Clerical, Administrative, and Budgetary Support.
6 Years of Experience Coordinating and Planning Projects, Events, Internal grants, Workshops, and Conferences.
6 Years of Experience Maintaining Accounting Records for Funds, Programs, or Activities involving multiple transactions.
5 Years of Experience Assisting the Campus Community regarding Parking Permits, Traffic Control, Field work, Special event requests and Student Leadership.
4 Years of Experience Forming Opportunities and Open Interactions; such as Community Service and Philanthropic Events within SCICC
Excellent Time Management and Overlooking Specific details in Web pages and Marketing materials.
3 Years of Experience Managing a $100k Budget for Sport Club Inter-Club Council
3 Years of Experience working with T2 Systems, Flex and Permit fee schedules.
Experience in Coordinating Internal and External Events, Communication and Enforcing University Policies and Procedures.
The Ability to Work Independently and Perform Administrative Analytical Responsibilities.
Exceptional Customer Service, Communication Skills and the Ability to train new hires and Student Assistants.
Trained and Led Student Representative Leaders to Foster Relationships Among their Multi-Cultural Organizations.
The Ability to Apply and Enforce Standard Systems, Principles, Practices and Techniques within an Organization.
Assistant manager at Subway restaurant. Duties included: Managing Inventory, Opening and Closing the store, and Calculating re-ordering Costs and Deliveries.
Excellent Knowledge and Education on Policies, Procedures and Outside Principles that pertain to Club Activities, Integrity and Outcomes.
Helped develop and implement 5 integral leadership positions for SCICC.
Certification
Licensed Life Insurance Agent - 2018-2020
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Italian
Professional Working
Timeline
Real Estate Asset Analyst
Family Managed LLC Portfolio
09.2024 - Current
Property Portfolio & Systems Administrator
Family Managed LLC Portfolio
09.2021 - 08.2024
Property Operations Coordinator
Family Managed LLC Portfolio
10.2018 - 08.2021
Accountant Technician 1
Cal State Fullerton
01.2017 - 09.2018
Vice Chairman of Finance for Sport Clubs-Inter Club Council
Student Run Organization - SCICC; Men’s Club Team Leader for CSUF, CA
EOB Payment Analyst/Patient Accounting - Reimbursement/Appeals at Desert Valley Hospital / Medical GroupEOB Payment Analyst/Patient Accounting - Reimbursement/Appeals at Desert Valley Hospital / Medical Group