Skilled commercial real estate professional with a strong background in accounting and financial analysis. Manages complex transactions and facilitates property acquisitions and portfolio management. Integrates financial insights into real estate operations to enhance decision-making and drive operational efficiency.
Support top-producing commercial brokerage team in 150+ sale and lease transactions totaling over $500 million in aggregate value
Coordinate and oversee all aspects of escrow and due-diligence process, including review of title, environmental reports, leases, and financial statements, ensuring smooth and on-time closings
Managed relationships and coordinated with third-party vendors (appraisers, consultants, attorneys, lenders, escrow officers, and 1031 accommodators) to ensure timely transaction completion
Simultaneously managed multiple high-volume transactions and competing priorities in fast-paced sales environment while maintaining accuracy and client satisfaction
Draft and review purchase agreements, addendums, leases, and offers on behalf of clients and brokers
Conduct underwriting, financial analysis, and valuation of retail, multi-family, and mixed-use properties throughout San Diego County
Served as primary point of contact and trusted advisor to private investors, assisting with acquisition underwriting, development feasibility, and leasing strategy to facilitate successful sales or leases of commercial properties
Work alongside senior partners personal portfolio of local multi-family assets and development projects assisting in analysis, zoning research, feasibility studies, project management, and construction contractors
Create high-quality marketing materials using Adobe InDesign, Photoshop, and Illustrator; manage listing websites using WordPress, produce social media campaigns and press releases
STAFF ACCOUNTANT/ANALYST
PacVentures, Inc.
La Jolla, CA
12.2015 - 08.2018
Executed timely and accurate monthly bank and balance sheet reconciliations in QuickBooks, ensuring a smooth and efficient close process.
Monitored property-level financial and operational performance, analyzed variances, and identified and resolved issues proactively to ensure stability.
Acted as investor contact, addressing inquiries, providing tailored reporting, and fostering strong retention through consistent fund updates.
Supported acquisitions team by utilizing financial models in Excel to analyze investment returns and project future performance.
Conducted market research on industrial properties across CA, TX, AZ, and NV, to identify potential acquisition opportunities.
ACCOUNTING ASSISTANT
Tum Yeto Skateboarding, Inc.
San Diego, CA
03.2015 - 11.2015
Supported full-cycle AP/AR functions by processing invoices and coordinating vendor payments, contributing to improved receivables collection timelines.
Recorded and reconciled journal entries in Sage, maintaining accuracy of general ledger data and facilitating timely month-end close.
Managed daily cash operations, ensuring accuracy and control through bank deposits, payment processing, and cash balance monitoring.
Collaborated cross-functionally with sales, management, and manufacturing to analyze cost drivers, improve processes, and deliver actionable financial insights.
Education
BACHELOR OF SCIENCE (B.S.) - ACCOUNTING
San Diego State University
San Diego, CA, US
08-2016
ASSOCIATE IN SCIENCE (A.S.) - BUSINESS ADMINISTRATION