Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

MADEEHA ISMAIL

FRISCO,TX

Summary

Finance professional with experience across private debt real estate finance and government project finance, combining transaction-focused operational execution with a strong foundation in financial reporting, FP&A, reconciliations, and portfolio performance analysis developed through prior roles in private lending operations and at Lockheed Martin. Brings proven capability in variance analysis, cash flow forecasting, funding oversight, financial controls, and executive reporting within complex, highly controlled environments.

Currently at Custom Capital Strategies, support CRE financing transactions through lender coordination, underwriting support, diligence tracking, and deal pipeline management, ensuring accuracy, organization, and timely communication across stakeholders. Previously at BOSSE Lending and Lockheed Martin, prepared management-level financial reports, performed accrual-based analysis, reconciled systems, audited transactions, supported funding requests, and implemented corrective actions to improve data accuracy and reporting efficiency, including managing analysis and reporting across a $250M project portfolio. Recognized for analytical rigor, attention to detail, and the ability to translate complex financial information into clear, decision-ready insights.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Senior Lending Associate

Custom Capital Strategies
06.2025 - Current
  • Enhanced lender readiness by reviewing contractor budgets and financials.
  • Evaluated borrower financials to support comprehensive credit assessments and decisions.
  • Crafted compelling financial summaries and presentations for lender engagement.
  • Streamlined lender underwriting by addressing financial and budgetary inquiries efficiently.
  • Monitored lender terms and underwriting status to ensure timely financing execution.

Business Operations Manager & Lending Associate

BOSSE Lending
03.2022 - 05.2025
  • Delivered accurate financial reports on time for private debt portfolio.
  • Executed monthly reconciliations between QuickBooks and TMO, resolving discrepancies efficiently.
  • Approved funding disbursements, ensuring accuracy of documentation and transactions.
  • Analyzed loan performance, identifying risks and recommending actionable improvements.
  • Developed cash flow forecasting models to mitigate portfolio risks effectively.
  • Managed over 10 single-family rental properties, tracking insurance and lease agreements.

Multi-Functional Financial Analyst II

Lockheed Martin
06.2019 - 05.2021
  • Managed $250M funding portfolio across 40+ active government contract projects, applying accrual-based accounting, forecasting, and financial controls.
  • Led FP&A reporting, preparing monthly, quarterly, and annual financial reports for senior leadership, including budget performance, funding utilization, risk exposure, and forecast-to-complete analyses.
  • Developed and maintained cash flow projections and long-range forecasts, ensuring funding availability and proactive identification of funding gaps.
  • Performed budget vs. actual variance analysis, identified cost overruns, and implemented corrective actions in collaboration with program and finance leadership.
  • Presented financial performance, risk assessments, and funding outlooks to upper management, translating complex financial data into clear, actionable insights.
  • Audited financial data, charging accuracy, and reporting processes; partnered with a Six Sigma Black Belt to remediate inefficiencies, improving reporting accuracy by 50%.
  • Managed and submitted funding requests in accordance with contract requirements, advising leadership on spending adjustments tied to milestones and execution risk.

Program Planner

Lockheed Martin
06.2018 - 06.2019
  • Ensured successful delivery of multi-million dollar projects through effective management.
  • Developed and maintained essential project planning artifacts, enhancing project organization.
  • Identified critical path issues and implemented corrective actions to maintain timelines.
  • Facilitated cross-functional meetings, aligning project goals with stakeholder expectations.
  • Presented comprehensive project updates to senior management, enhancing communication effectiveness.

Business Development and Territory Account
04.2012 - 05.2018
  • Multiple Manufacturers; 300+ accounts, quarterly forecasting and financial reviews, managed day-to-day operations and strategy decisions. Drove engagement through communication and relationship management.
  • Robert Half International; Corporate Staffing.

Education

Bachelor of Business Administration - Finance

University of North Texas
Denton, TX
08.2011

Skills

  • Contract Review & Compliance
  • Financial Planning & Analysis (FP&A)
  • Accrual-Based Financial Reporting
  • Forecasting & Projections
  • Reconciliations & Audit Support
  • Funding Request Review & Approval
  • Financial Controls & Compliance
  • Data Validation & Accuracy Controls
  • Variance Analysis & Corrective Actions
  • Loan Transaction Management
  • Advanced Financial & Analytical Skills
  • Advanced Excel (PivotTables, VLOOKUP, formulas), QuickBooks, TMO, CRM

Accomplishments

  • FP&A & Executive Financial Reporting (Lockheed Martin): Prepared and delivered monthly, quarterly, and annual FP&A and financial reports for senior leadership supporting a $250M government-funded portfolio across 40–50 concurrent projects, ensuring all contractual financial deliverables were submitted on time with zero cost overruns. Performed budget vs. actual analysis, cash flow projections, forecast-to-complete, and funding risk assessments to support executive decision-making and compliance.
  • Digital Transformation & Reporting Automation (Lockheed Martin): Led a digital transformation initiative to revamp legacy financial reporting by designing and implementing a centralized, automated reporting database integrating financial, contractual, and project execution data. Improved reporting accuracy, strengthened financial controls, increased data accessibility, and reduced reporting turnaround time by 50%, enabling more timely and reliable management decision-making.
  • Financial Reporting, Reconciliations & Controls (Bosse Lending): Built and maintained structured monthly financial and portfolio performance reports for a private real estate debt portfolio, incorporating accrual-based revenue recognition, reconciliations between QuickBooks and The Mortgage Office (TMO), variance analysis, and data validation controls. Identified discrepancies, implemented corrective actions, and improved reporting accuracy and timeliness to support portfolio oversight and funding decisions.

Certification

Lean Six Sigma Green Belt Certification, Lockheed Martin

Timeline

Senior Lending Associate

Custom Capital Strategies
06.2025 - Current

Business Operations Manager & Lending Associate

BOSSE Lending
03.2022 - 05.2025

Multi-Functional Financial Analyst II

Lockheed Martin
06.2019 - 05.2021

Program Planner

Lockheed Martin
06.2018 - 06.2019

Business Development and Territory Account
04.2012 - 05.2018

Bachelor of Business Administration - Finance

University of North Texas