Alex Babcock
Spring,TX
Summary
Finance and operations professional with experience supporting financial analysis, operational reporting, process improvement, and enterprise system initiatives across corporate finance and investment-focused organizations. Proven ability to analyze financial data, strengthen internal controls, streamline workflows, and partner cross-functionally to improve operational efficiency and support strategic business decisions.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Corporate Analyst
Helena Dumont, LP
The Woodlands, Texas
12.2024 - Current
- Performed financial analysis and valuation of $10M–$20M commercial real estate assets to support acquisition evaluations, investment decisions, and strategic planning.
- Develop end-to-end acquisition project schedules in NetSuite, coordinating due diligence across finance, legal, operational, and technical workstreams to support transaction execution.
- Manage documentation across 38 alternative investment portals, reviewing and distributing capital calls, distribution notices, partner capital statements, and investor communications to executive leadership.
- Leverage AI-enabled automation to streamline operational workflows, reduce manual effort, and improve reporting efficiency.
Data Entry Specialist
Mars Roofing
Sugar Land, Texas
03.2024 - 10.2024
- Maintained and audited records for over 2,000 client accounts, ensuring data integrity and accuracy in JobNimbus CRM.
- Streamlined operational workflows through process enhancements, minimizing administrative bottlenecks and accelerating turnaround times.
- Developed Excel tracking tools that enhanced reporting capabilities and increased client follow-up efficiency.
Senior Research Analyst
Partners Real Estate
Houston, Texas
03.2023 - 01.2024
- Produced market intelligence reports from public and proprietary datasets, informing executive leadership and investors for strategic business decisions.
- Researched economic trends, competitive landscapes, and market developments, identifying key risks and opportunities for emerging investment trends.
- Automated recurring reporting processes, increasing department efficiency by 33% while improving reporting accuracy and delivery timelines.
- Recognized for industry expertise and featured in quarterly publications with Texas Business Journals, increasing organizational visibility and market credibility
Property Tax Consultant
Industrial Tax Consulting
Houston, TX
03.2022 - 03.2023
- Analyzed commercial real estate tax assessments and supporting financial documentation to identify valuation discrepancies and generate client tax savings.
- Reviewed and processed property tax notices, settlements, and supporting documentation, ensuring analytical accuracy and meticulous attention to detail.
- Prepared Excel analyses and operational reports that enhanced financial review, process controls, and ensured data accuracy.
- Maintained PTMS and AppealTrack databases to uphold data integrity and facilitate accurate processing of financial and operational records.
Financial Analyst
Imubit
Houston, Texas
06.2021 - 03.2022
- Prepared executive financial analyses, board presentations, and performance reporting to enhance strategic planning and inform executive decision-making.
- Reviewed quarterly financial statements, EBITDA forecasts, and ARR metrics to provide insights for investor reporting and corporate planning initiatives.
- Developed rolling 12-month cash flow forecasts, supporting liquidity planning, capital allocation, and financial decision-making.
- Collaborated with executive leadership to analyze financial performance and convey key business metrics to internal and external stakeholders.
- Reconciled more than 150 employee expense transactions through Expensify and QuickBooks, improving financial accuracy and budget compliance by 18%.
Financial Analyst
LGI Homes
The Woodlands, Texas
02.2020 - 06.2021
- Coordinated approximately 1,000 residential real estate transactions representing more than $165 million in transaction volume while ensuring operational accuracy and timely execution.
- Reviewed and reconciled closing statements, sales reports, financial documentation, and contractual records, ensuring compliance and accuracy in reporting.
- Collaborated with finance, legal, operations, and sales teams to resolve transaction issues and strengthen internal processes.
- Educated over 50 clients on operational systems and transaction processes, enhancing client understanding and reducing support requests.
Education
Master of Science - Finance
University of St.Thomas
Houston, TX12-2019
BBA - Finance
Schreiner University
Kerrville, TX05-2018
Skills
- Investment analysis
- Valuation
- Data analysis
- System integration
- Project management
- Client relationship management
Certification
- NetSuite Certified Administrator
- Texas Notary Public
Timeline
Corporate Analyst
Helena Dumont, LP
12.2024 - Current
Data Entry Specialist
Mars Roofing
03.2024 - 10.2024
Senior Research Analyst
Partners Real Estate
03.2023 - 01.2024
Property Tax Consultant
Industrial Tax Consulting
03.2022 - 03.2023
Financial Analyst
Imubit
06.2021 - 03.2022
Financial Analyst
LGI Homes
02.2020 - 06.2021
Master of Science - Finance
University of St.Thomas
BBA - Finance
Schreiner University