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