Prepare 15 year forecasts for a $117 Million Creative Office Campus and a $20 Million Industrial Warehouse Building to provide anticipated distributions, profits (losses), and financial health updates to C-Suite Executives and Investors.
Collaborate with the CFO and In-House Counsel to secure a $117 Million Construction Loan and $20 Million Permanent Loan by preparing financials, cost reports, and other requested materials.
Facilitate construction loan draws with major banks in order to keep construction progress on schedule and ensure contractors and vendors are paid in a timely manner.
Present forecasts and cash flow projections to C-Suite Executives to prepare them for semi-annual board meetings with shareholders.
Maintain budgets for numerous construction and re-development projects to guarantee the costs do not exceed the projections.
Execute smooth month-end and semi-annual close processes by efficiently reconciling accounts and addressing discrepancies promptly.
Serve as an interim project manager for the demolition of old warehouse buildings while the project manager was on maternity leave by working with general contractors and city officials to ensure the demolition was in line with the original schedule.
Sr. Financial Analyst
Hawthorne Advertising
06.2019 - 09.2021
Create annual budgets using Excel and a unique ERP system to maximize profit margins.
Present client profitability results to executives and managers to generate a successful ROI and pricing structure for the company and client.
Perform internal billing utilization studies to indicate which departments and employees are using their time efficiently against capacity.
Completed the Crestcom International Bullet Proof Manager program to polish my leadership skills and ability to oversee direct reports.
Finance & Accounting Intern
Northgate Markets
06.2018 - 08.2018
Analyzed data on future trends and characteristics in the Southern California grocery industry to predict future price changes and maintain market share.
Developed protocol and guidelines for the new accounting standards to guarantee that Northgate was complying with the new rules and maximizing profit.
Vice President – Account Growth & NBD at Max Mudra - JV Between The Tribes Group and DDB Mudra From Omnicom (now The Max, a Tribes Group Company)Vice President – Account Growth & NBD at Max Mudra - JV Between The Tribes Group and DDB Mudra From Omnicom (now The Max, a Tribes Group Company)
Lead Fellow at Centers for Medicare and Medicaid Services (CMS), Office of Group Director Quality Improvement & Innovation Group, Center for Clinical Standards & QualityLead Fellow at Centers for Medicare and Medicaid Services (CMS), Office of Group Director Quality Improvement & Innovation Group, Center for Clinical Standards & Quality