Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Yash Pratap

Dallas,Texas

Summary

A highly motivated professional well-versed in financial analysis, budgeting, and forecasting. Experienced in creating financial statements and conducting financial modeling. Adept at identifying financial trends and developing strategies to maximize financial performance. Proven ability to work independently as well as collaboratively with teams to resolve complex financial issues.

Overview

6
6
years of professional experience

Work History

Senior Financial Analyst - Real Estate

First Key Homes
Dallas, Texas
12.2022 - Current
  • Conducted financial analysis on acquisitions and development opportunities through Excel, involving financial modeling, cash flow analysis, and application of valuation methods such as Cap Rates, Internal Rate of Return, Cash on Cash Return, and Equity Multiple.
  • Streamlined acquisition/dispositions team operations by providing guidance, training, and analysis, prioritizing the strongest leads, sending quality offers, reducing re-trades and cancellations by 18%
  • Collaborated with Senior Directors of Investment and VP of Acquisitions to analyze rent reports, budgets, and forecasting processes, leading to valuable insights and recommendations for the investment committee.
  • Translated business requirements into PowerBi reports for tracking performance of Build to rent acquisitions, sales listings and offers
  • Provided training and support to team members in SQL by teaching fundamental SQL concepts, data manipulation and querying
  • Created advanced SQL queries to extract precise datasets regarding financial performance (monthly/quarterly/annual), rents, and construction cost.
  • Provided crucial insights to the investment committee through detailed dashboards that highlighted disposition cycle times, status updates, and performance metrics.

Acquisition Associate

First Key Homes
Atlanta, Georgia
07.2021 - 12.2022
  • Allocated more than $450 million in capital for the acquisition of over 1400 homes utilizing diverse channels (MLS 1x1, OffMarket, New Construction, and iBuyer) spanning across prominent locations such as Raleigh, Charlotte, Las Vegas, and Dallas
  • Incorporated custom visuals into PowerBi reports to facilitate a comprehensive evaluation of key metrics like total homes acquired, monthly/annual acquisition costs, as well as a comparison between projected rehab budgets and actual expenses.
  • Extracted Yardi Voyager data through Microsoft SQL Server database to create meaningful reports in PowerBi and Excel, tracking vital metrics such as lead generation, revenue growth, and inventory levels
  • Conducted Competitive Market Analysis and performed Direct Capitalization Stabilized Year One investment modeling to procure residential properties
  • Achieved a cost savings exceeding $400,000 by establishing direct partnerships with wholesalers and eliminating commissions.

Finance Trading Lab Assistant

UT Dallas
Dallas, Texas
02.2021 - 05.2021
  • Assisted students in gaining proficiency with important financial databases such as FactSet, Bloomberg, Morningstar, Capital IQ, Thomson Reuters EIKON and DataStream
  • Provided tutoring support to undergraduate and graduate students on financial management issues through interactive sessions covering NPV, IRR, and Cashflow.

Equity Research Associate

Choice Equity Broking Pvt. Ltd.
Mumbai, India
08.2018 - 05.2019
  • Conducted extensive fundamental research and analysis of the companies in the FMCG sector in India and recommended investment strategies to the clients
  • Published over 15 detailed reports that included financial models and valuation methodologies (DCF, multiples analysis)
  • Assisted in creating presentation for clients and senior management with respect to investment opportunities.

Education

Master of Science in Finance -

UT Dallas

Master of Commerce in Business Management -

University of Mumbai

Skills

  • MS Office (PowerPoint, Word, Access)
  • Advance Excel (Lookups, Pivot Tables, IF Error)
  • Power BI
  • Tableau
  • Argus
  • Data Analytics
  • Investment Modeling
  • Real Estate Valuation
  • Underwriting
  • Financial Analysis
  • Cross-functional Collaboration
  • Financial Modeling
  • Project Portfolio Management
  • Debt Financing
  • Equity Waterfalls in JV
  • R for Finance
  • SAS Data Analytics
  • SQL Server (Joins, CASE Statements, CTE)

Timeline

Senior Financial Analyst - Real Estate

First Key Homes
12.2022 - Current

Acquisition Associate

First Key Homes
07.2021 - 12.2022

Finance Trading Lab Assistant

UT Dallas
02.2021 - 05.2021

Equity Research Associate

Choice Equity Broking Pvt. Ltd.
08.2018 - 05.2019

Master of Science in Finance -

UT Dallas

Master of Commerce in Business Management -

University of Mumbai
Yash Pratap