Tyler Williams
North Richland Hills,TX
Overview
8
8
years of professional experience
Work History
Director of Acquisitions
Bellaire Real Estate Funds
06.2023 - 01.2024
- Rebuilt the firm’s underwriting model to support detailed cash flow analysis and multi-level distribution waterfalls
- Underwrote approximately 130 multifamily assets throughout Texas with an average deal size of $15-20 million with heavy focus on Class B and C value add multifamily product
- Developed strategic partnerships with key industry players, enhancing access to potential acquisition targets and resources.
- Introduced the firm to key debt brokerage relationships which provided quick turnarounds on debt quotes for deals with significant interest in the pipeline
- Built a comprehensive operations budget template for the 2024 calendar year to be utilized by the management arm of the business, as well as for the purpose of lender and equity partner presentations
- Assisted the in house management company by providing insights and analysis on potential multifamily acquisitions for prospective third party management clients.
Director of Finance and Acquisitions
Napali Capital
04.2019 - 06.2023
- Developed and maintained the firm’s multifamily underwriting model using Microsoft Excel used to acquire $220 million in real estate transactions (11 deals)
- Underwrote over 250 deals spanning various multifamily asset classes ranging in value of $5-$75 million with a focus on value add Class B and C multifamily product
- Developed several key brokerage relationships with some of the industry’s largest brokerages in an effort to obtain “off market” opportunities available for acquisition
- Structured capital stacks for approximately 11 different transactions and actively worked alongside debt brokerages to obtain optimal deal financing utilizing both fixed and floating debt products
- Acted as the transaction lead for property acquisitions and dispositions working with all involved parties (buyer/seller, lender, legal) to provide surety to close
- Built and maintained financial cash flow models to ensure adherence to the firms investment strategy
- Provided managing partners monthly cash flow analysis and other property related metric report to help drive future decision making
- Worked along side the ops team to track and manage value add projects ranging between $1-$2 million in scope per acquisition and served as the lender/servicer point of contact for all capex compliance requirements
- Participated in the transition of the company portfolio to self-management by leading the systems migration of the property management system that housed the accounting, finance, and on-site property management functions necessary to operate
- Led the day-to-day accounting and finance activities for our portfolio, overseeing one accountant and one analyst
- Served as point of contact for all loan servicer interactions to handle all ongoing loan requirements for the multifamily portfolio.
Senior Financial Management Associate
Ernst and Young
10.2017 - 04.2019
- Served as a consultant to firm partners by providing financial analysis and reporting on $47 million in revenues
- Assisted in the creation of pricing and budgeting analyses for projects in an effort to elevate project profit margin
- Created forecast models to help client serving teams determine optimal strategies for completing projects efficiently while minimizing negative financial impacts
- Trained client serving personnel and internal team members on all company software and best practices to aid in self enablement allowing for quicker workflows and higher productivity
- Supervised the workflow within the financial assistants group, verifying that all delegated tasks were completed accurately and produced with high quality.
Financial Analyst
Jordan Health Services
01.2017 - 10.2017
- Prepared weekly operational reports that outlined key performance indicators for all business segments
- Developed monthly reports for operations to track company statistics that act as key revenue drivers
- Assisted in the month end close process by performing an extensive P&L analysis for each company branch and provided accounting team with any general ledger questions stemming from trend abnormalities, and unusual GL activity
- Assisted in the preparation of the financial package for all business segments
- Provided variance analysis across P&L items to upper management in an effort to bridge variances from budget to actuals
- Tracked profitability of company acquisitions by creating and maintaining reports that gauge organic vs
- Inorganic growth
- Created and prepared month end slide decks highlighting monthly and quarterly performance for all business segments
- Completed ad hoc reports as needed by management.
Business Analyst
Bethany Home Health Services
02.2016 - 01.2017
- Managed Sage 300 ERP accounting software implementation for the corporate office, primarily focusing on Payroll, Human Resources, Accounts Payable, and Financial Reporting
- Responsible for converting and manipulating key data for migration into new accounting ERP
- Served as an administrator for new accounting ERP, helping to train and educate corporate employees during transitional periods between accounting systems
- Served as a point of contact for the company's software distributor in order to communicate all concerns as well as develop new ideas to drive efficiencies within the ERP system
- Created a new Payroll procedure for two separate payroll processes that encompassed approximately 75% all semimonthly payroll items and 100% of all weekly payroll items, utilizing advanced excel skills to convert data to fit the needs of the new Payroll functions within the ERP system
- Provided daily reports for senior management and branch directors detailing company metrics that reflect daily production across over twenty different locations
- Produced ad hoc financial reports for senior management in an effort to find cost saving solutions across different company practices.
Education
BBA in Finance -
University of Oklahoma
Norman, OK06.2015
Skills
- Cross-functional Team Leadership
- Performance Metrics
- Organizational Development
- Due Diligence
- Relationship Building
- Investment Strategies
- Financial Modeling
- Budgeting and Forecasting
- Deal Structuring
- Real Estate Transactions
Timeline
Director of Acquisitions
Bellaire Real Estate Funds
06.2023 - 01.2024
Director of Finance and Acquisitions
Napali Capital
04.2019 - 06.2023
Senior Financial Management Associate
Ernst and Young
10.2017 - 04.2019
Financial Analyst
Jordan Health Services
01.2017 - 10.2017
Business Analyst
Bethany Home Health Services
02.2016 - 01.2017
BBA in Finance -
University of Oklahoma
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