I am a CPA/MBA with 15+ years of Commercial Real estate, Real Estate Development, Home building, Valuation, Portfolio Investment, Executive Level Accounting/Finance, and FP&A experience.
In addition, a Microsoft Excel and ARGUS Financial Modeling (i.
e.
NPV, CF, IRR, Cap Rates) Expert!
I also offer remote/In Person Accounting/Finance services including as Interim CFO/Controller, FP&A, Project Manager, Asset/Portfolio Manager, and Senior Financial Analyst.
I can work with remotely or travel to out-of-state client on my own expense.
Engagements/Projects can range in duration from a few hours to 6 months or longer.
SERVICES INCLUDE:
● Real Estate Consulting ● Financial Modeling (Microsoft Excel or ARGUS) ● Executive Level Finance and Accounting ● Underwriting ● Real Estate Development ● Acquisition ● Due Diligence ● Portfolio and Real Estate Transaction Management ● Highest and Best ● Entitlement ● Project Financing ● Valuation ● Debt/Equity Water Fall Analysis ● Budget/Forecasting ● Construction Cost Analysis ● Market Analysis ● Tax Planning ● Financial Reporting ● Asset/Property Management including CAM Reconciliation, YARDI setup ● Visual Lease ● FP&A -Budgeting/Forecasting, Monthly/Quarterly Reporting ● Investor Deck ● Business Valuation ● Excel Projects (Business non-real estate/Real Estate) ● Banking ● Contract Negotiations (LOIs & Purchase Agreements) ● Mentoring/Career Development/Tutoring
EXPERIENCE WITH FOLLOWING TYPE OF PROPERTIES:
● Multi-family ● Office ● Hotel/Hospitality ● Retail ● Home building ● Land Development ● Renewable Energy (Biogas/Solar) ● Industrial ● Banking
CURRENT/PREVIOUS CLIENT TYPES: I work with Real Estate and Non-Real Estate Clients
● Developers, ● Construction Contractors, ● Entrepreneurs, ● REITs, ● Institutional Commercial Real Estate and ● Asset/Property Management ● Financial Institutions and Banks ● Start-ups ● Fin Tech ● SaaS Software ● Automotive ● Renewable Energy
EDUCATION:
- Masters Degree in Real Estate Development (WP Carey Business – Arizona State Univ)
- Masters Degree in Accounting (Leeds Business – Univ of Colorado-Boulder)
- Bachelors of Science in Finance (Leeds Business – Univ of Colorado-Boulder)
LOCATION:
Recently relocated back to Austin from Boulder, CO.
I had previously lived/worked in Austin.
I continually work with clients in Central Texas.
• First 1-hour FREE consultation for new clients - My rate is based on a negotiated contract hourly rate or project basis depending on the scope of work.
• Will be able to provide excellent References, Letter of Recommendations, Portfolio Summary, and LinkedIN profile.
• Provide current Valid Professional Insurance including Errors and Omissions Insurance.
• Will submit to full background check.
Serious Inquiries ONLY Please, No spams or Scams.
I look forward to speaking with you!
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