Assisted with monthly budgeting and financial forecasting, improving the accuracy of expense tracking and short-term cash-flow planning for 5–10 active construction jobs at a time.
Implemented and organized QuickBooks to streamline invoicing, categorize expenses, and improve financial statement accuracy; reduced monthly reconciliation time by 25%–40%.
Assisted with credit repair efforts by creating payment schedules, negotiating with vendors, and prioritizing high-impact obligations, contributing to a 20–30 point improvement in the business credit score over several months.
Reviewed project job costing, labor allocation, and materials expenses across $750,000+ in annual project volume, identifying variance issues and cost-control opportunities that reduced waste by an estimated 8–12%.
Real Estate Analyst
Premier Real Estate Investors
Santa Maria, California
06.2021 - Current
Analyzed residential investment opportunities in the $500,000–$550,000 range, evaluating projected returns on $40,000 renovation/ADU additions, using comparable sales, rental projections, and cash-flow modeling.
Conducted due diligence on properties of 1,200–1,600 sq. Ft., reviewing inspection reports, disclosures, contractor bids, and repair estimates to validate $35,000–$45,000 renovation budgets.
Coordinated documentation for transactions with lenders, appraisers, and escrow, organizing 20+ files of contracts, statements, and compliance materials with high accuracy.