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MBA/CPA ACCOUNTING, FINANCE, Financial Modeling REAL ESTATE Consultant (Washington DC)

license info: CPA License since 2004 (will provide active license certificate # upon request)
offered in person
offered virtually

MBA/CPA ACCOUNTING, FINANCE, Financial Modeling REAL ESTATE Consultant
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:
Based in Boulder, CO where I previously relocated from Los Angeles after 5 years with Deloitte and Touche (Big 4 Consulting/Accounting firm) in Real Estate. I continually work with clients across US including in Washington DC. I am looking to relocate my family to the East Coast (Raleigh, NC) within the next year.

• 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!
  • do NOT contact me with unsolicited services or offers

post id: 7408594351

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