Prepare and deliver customized proposals to clients, communicating study scope, methodology, and anticipated tax benefits
Manage end-to-end execution of 80+ active cost segregation projects, ensuring timely delivery and high-quality output
Oversee and support a team of engineers, providing guidance on technical standards and project prioritization
Conduct and coordinate all virtual and in-person site visits with clients to gather key property data for accurate asset classification
Perform quality control reviews on all cost segregation analyses to ensure accuracy, compliance, and consistency with IRS guidelines
Manager | Credits & Incentives
Omega Accounting Solutions
01.2022 - 06.2024
Supervised and trained a 17-member team to meet internal and external expectations and deadlines while managing a portfolio of my own clients.
Conducted client interviews across diverse industries (Manufacturing, Education, Non-Profit, Healthcare, etc.) to gather and analyze data to substantiate client's eligibility for tax credits and incentives.
Constructed detailed technical analyses as audit protection for clients.
Developed a comprehensive federal tax credit and incentive eligibility assessment product (including R&D, Cost Segregation, ERC Compliance, FICA and WOTC) from inception to completion to expand the Company's client database.
Reported weekly to Executive team on production metrics, challenges, and potential solutions.
Senior Analyst | Commercial Real Estate Analysis
Strategic Property Associates
10.2019 - 12.2021
Reviewed property annual and quarterly operating statements and rent rolls across multiple industries (Multifamily, Office, Industrial, Retail, Hospitality, etc.) to understand property's financial standing.
Developed proformas and drafted formal recommendations based on the financial analysis.
Evaluated proposed leases, amendments, terminations, assignments and subleases to establish a basis for the lead underwriter.
Examined commercial loan documents, including Loan Agreements, Pooling and Servicing Agreements and Guaranty Contracts.
Identified lockbox activation and cash management triggers associated with the loan collateral.
Analyzed REIS/Moody's Analytics and CoStar market reports.
Analyst | Fixed Income
Titan Capital Management
06.2018 - 05.2019
Managed the fixed income securities of the portfolio with $1.5 million in net assets.
Utilized Bloomberg Terminals to conduct market research for buy/sell reports.
Achieved risk-adjusted return over the benchmark that aligned with client risk tolerance.
Presented individual and team reports to the Board in a formal presentation setting.