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Skills

  • Modeling
  • Cash Flow Analysis
  • Collections
  • Creative
  • Financial Analysis
  • Financial Modeling
  • Financial Statements
  • Help Desk
  • Microsoft Excel
  • Packaging Design
  • Program Management
  • Raising Equity Capital
  • Real Estate
  • Software Development
  • Summarizing

Services

  • Real Estate Financial Modeling/Analysis

    $75/hr Starting at $50 Ongoing

    Dedicated Resource

    I can create a real estate financial model that can help inform development decisions as well as operating decisions. The package would include a program summary, project cost page, equity and debt details...

    Cash Flow AnalysisCollectionsCreativeFinancial AnalysisFinancial Modeling

  • Operating Statements

    $75/hr Starting at $50 Ongoing

    Dedicated Resource

    I can develop a yearly or monthly operating statement that will be robust enough for anyone to update easily. This model would be excel based. In addition I can add a cost projection with cash needs...

    Financial StatementsMicrosoft ExcelModeling

About

I work with business owners to optimize their business model, by personalizing my focus based on your business needs.

I have 25 years of a well-rounded experience in accounting and finance with reputable Real Estate Investment Trusts and private companies. I have extensive experience in financial modeling and analysis, budgeting and forecasting.

My Core Skills Include: Evaluate Business Opportunities. -Create strategic presentations for investment opportunities - Extensive experience creating and analyzing budgets & forecasts -Develop operating agreements and business plans -Evaluate business vs competitor market -Experienced in getting to the bottom line, business decisions based on what your numbers tell you - Project Management set up -Recognized as a strong "team player" with a natural ability to establish consensus among cross-functional lines and getting the job done

Most Recent Corporate Role - Directing Executive Team Decisions via Financial Analytics and Deal Structures
The Yards SE DC (42 acres) - responsible for all aspects of financial guidance on: Infrastructure, Commercial Office/Retail, Hospitality and Residential ground up development and redevelopment of historical buildings. Projected costs $10-$400M; consists of 1M sf developed, 788K under construction & 3.2M sf predeveloped parcels
Co-developed The Yards Marina – 40 boat slips, ~$3M project cost; participated in contractor meetings, negotiated operating agreement, ground lease agreement, contribution/distribution waterfall, approved initial operating budget
Waterfront Station JV partnership - reporting and analytics of development, leasing and sale of 640K sf Office/Retail/ grocery store for $356M ($556/SF) @ a 5.6% cap rate 2010. Participated in due diligence and buy out negotiations with partners on $20M sale of two vacated office towers (440K SF) for conversion to 530 apartment units 2011. Developed value creation & complex waterfall results for executives which drove the “sell” over “hold” decision

Work Terms

10-25 hours per week. Work based on a project price or hourly depending on the work needed. Depending on the scale of the assignment my hourly rate range is $95 - $175/hour or I will put together a proposal for a project

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