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Roxanne Yeo | Elance
 
176985602337900
Last Sign-in: Dec 24, 2014

Roxanne Yeo

Com'l Real Estate Analyst & Excel Model Specialist
   United States
  |   Seattle, WA

Overview

I have over 16 years of experience in commercial real estate and senior housing underwriting and transaction management. I have created complex financial models that are simple for the user but has the ability to perform complex and dynamic analyses.

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Skills (9)

Tested
Commercial Real Estate Underwriting
Senior Housing Underwriting
Complex Financial Modeling
Commercial Real Estate Model Design
Section 42 LIHTC and HUD
Cash Flow Projections

Service Description

A senior commercial real estate analyst, specializing in multifamily and senior housing, with extensive experience in financial underwriting, servicing clients and facilitating closure of sales, acquisitions and financing transactions. Proven ability to work independently, multi-task and meet deadlines in a fast-paced, high energy environment with reputation for efficiency, attention to details, planning skills, communication competence, creativity, knowledge, and experience in meeting business objectives. Skills include financial modeling, ad hoc analysis, and discounted cash flow analysis. Adept in Excel, Access, Acrobat, and other Microsoft Office products.

KEY STRENGTHS
Complex Financial Modeling
Template Creation
Financial Analysis/Reporting
Systems / Procedures
Decisive and Logical
Research
Attention to Detail
Project/Transaction Management
Problem Solving
Client Services Management
Written /Verbal Communications
Team Oriented


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Employment

The Tax Credit Group of Marcus and Millichap
Sr. Investment Analyst - Consultant
2014 - Present
Underwrite and evaluate a Section 42 LIHTC multifamily portfolio to support an estate tax filing with the IRS. Document and prepare detailed reports and supporting schedules/data to support...
CBRE
Consulting Analyst
2010 - Present
Provide financial underwriting support for the multifamily investment team and built the investment model that is currently used for all marketing and sales pitches. Customize the financial models...
Wackler Wellness
Payroll and Client Billing
2009 - Present
Created a financial payroll model to accurately track personal trainer payments for a tiered payment schedule and determine client invoices for the following month.
Areteaus
Consultant
2014 - 2014
Created a complex financial model that calculated equity fund returns based on several scenarios.
Emeritus Senior Living
Senior Financial Analyst - Consultant
2010 - 2014
Responsible for evaluating the viability of potential senior housing acquisition, disposition, financing transactions through analyzing historical financial performance and preparing cash flow...
Legalworks Law Corporation
Consultant
2013 - 2013
Created a progressive payment calculator for properties under construction, with the ability to provide a break down of the quantum of each progressive payment, the sources of payments, and GST....

Education

University of Washington (Seattle)
Bachelor of Arts in Business Admin (Finance)
-
Raffles Girls School (Singapore)
GCE O Levels
-
Raffles Junior College (Singapore)
GCE A Levels
-
Overview  |  Job History  |  Resume/C.V.

Keywords

Financial Modeling
Excel expert
Commercial Real Estate Analyst
Financial Analysis
Senior Housing Analysis
Commercial Real Estate Valuation
Acquisitions Analyst
Mortgage Broker
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roxyeo
Type
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Member Since
October 2014
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Roxanne Yeo | Elance

Roxanne Yeo