Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Kaylee Stith, MBA

Summary

Results-driven Senior Analyst with over 12 years of experience in Real Estate. Excellent planning, organizational and communication skills. Self-reliant to perform analysis and make recommendations. Talented in data modeling and client management.

Overview

11
11
years of professional experience

Work History

Senior Analyst, Reporting

The Irvine Company
05.2017 - Current
  • Prepared and delivered timely and accurate reporting deliverables across all loans (multi-family, commercial, retail and resorts) included in the Company's debt portfolio.
  • Maintained the Company's reporting and servicing software system including new loan set-up, ongoing updates, and general data management requirements.
  • Served as a main point of contact and responsible party for all month end debt accounting entries.
  • Tracked and periodically reported on the Company's loan specific covenants and financial provisions in order to ensure compliance and to determine when commitments have been met.
  • Collaborated with cross-functional teams to identify process improvement solutions to be more effective.
  • Primary subject matter expert and project lead to develop improved reporting deliverables and streamline reporting processes within corporate finance.
  • Designed, developed and generated various ad-hoc reports in SAP Webi to streamline tasks and reduce manual processes.
  • Recommended process improvements to continually identify, analyze and fix constraints and challenges.

Financial Services Lead

The Irvine Company
02.2013 - 05.2017
  • Successfully designed and implemented processes and procedures for Company roll-out of centralized business center tasked with identifying value-creation opportunities and providing analytical support to regional and area directors.
  • Partnered with community directors and service teams to ensure each property's financial goals were exceeded. Managed delinquency, evictions, and bad debt in support of financial objectives.
  • Worked in partnership with Orange County Housing Authority (OCHA) and other housing assistance agencies to provide monthly rental assistance and guidance to qualified tenants in multi-family apartment communities. Analyzed and corrected resident ledgers to be proactive to ensure accuracy in payments and refunds.
  • Supervised payment processing team which handled day-to-day accounting processes to drive financial accuracy and was the point of contact for our centralized lockbox.
  • Developed and coached nine direct reports and gave real-time coaching, guidance and feedback to achieve development goals, ensuring policies and procedures were being followed and to improve efficiency and consistency of daily operations. Strategized and implemented new ways to drive performance.
  • Conducted focus groups for department to determine ways to be more innovative and to be more effective in our daily and monthly tasks.
  • Recruited, trained and onboarded new agents, maintaining exceptional service standards.

Education

Master of Business Administration -

Brandman University
Irvine, CA

Bachelor of Science - Marketing, Management

University of Colorado
Colorado Springs, CO

Skills

  • Financial Reporting and Analysis
  • Process Improvements
  • Accounts Payable and Accounts Receivable
  • Business Solutions
  • Report Troubleshooting
  • Accuracy and Efficiency
  • Team Leadership
  • Complex Problem-Solving
  • Sharepoint, BI, Webi

References

Jerry Sheehy, Senior Director Financial Reporting & Systems

(949) 292-2065 | JSheehy@irvinecompany.com


Royce Hudson, Senior Director Project Finance & Banking

(323) 810-6588 | RHudson@irvinecompany.com

Timeline

Senior Analyst, Reporting

The Irvine Company
05.2017 - Current

Financial Services Lead

The Irvine Company
02.2013 - 05.2017

Master of Business Administration -

Brandman University

Bachelor of Science - Marketing, Management

University of Colorado
Kaylee Stith, MBA