Management Training Program - Menards - Iowa City, IA
(2025-07 - 2026-02)
- Electrical
- Plumbing
- Freight / Receiving
- OPD
- Front End / Cashiering
- Paint & Grocery
- Inventory Mgmt. & Freight in Plumbing Dept.
- IT knowledge, ERP and Network
- Inter department Coordination and Teamwork
Relocated to Midwest to help Mother retire, Temporary Work assignments - Sabbatical
(2024-01 - 2025-07)
1099 Consultant - Preferred Systems - Charlotte, NC & Plantation, FL
(2018-10 - 2024-01)
1099 consulting for owners in growth mode of Commercial Real Estate and their contractors and suppliers. Mostly Multi-family and Commercial Real Estate. ROI: 33x+ per year NOI increase found.
Controller, Senior Financial Analyst, Asset Manager, Consultant- Engineering and Asset Management - Transcendent Investment Management - Aventura, FL
(2017-06 - 2018-10)
A rental portfolio company with 4 companies plus Construction, Property Management. ROI: 100x+ processes that allow new capital to be raised and saving due to Proactive Risk Management and Review.
- Managed a team of 5 accountants to publish financials and submit pay applications to lenders monthly
- Managed a release of a multi-family property in Doral by replacing property manager and hiring new manager: occupancy went from 50% to 96% leased in 70 days and from 80% uncollected to 99% collected in 70 days
- Established and Provided a KPI report weekly for portfolio leasing and Revenue / Collections for improved cash flow and to prepare properties for sale
- Managed construction renovation progress and subcontractors to improve properties for increased rental rate and for increase of sales price to meet value add and improve payment request turnaround time for improved cashflow
- Budgeting and fiscal planning for Operations and Capex. Proficiency in Excel and the ability to manage and manipulate multiple data sets. Produced Variance Reports: Actuals Vs. Underwriting and Actual vs Previous Month(s) Operating Statements
- Solid understanding of accounts reconciliation, roll forwards, asset accounts, and liability accounts
- Conducts thorough financial analysis to determine the root cause of any issues and propose solutions for ownership
- Evaluated and created Quarterly risk Ratings
- Created and Excel model to plan for and too spot low cash flow situations per property and by ownership entity. Created Strategies across dept. functions to proactively correct. Then Updated Risk Ratings / Credit Quality Reports
- Demonstrated financial & operational prowess by creating a cash flow planning tool for portfolio and made all Salary payments, Mortgage payments and Portfolio Expense payments accurately and on time. Controller for 1000 Property Portfolio in SE US plus 300 units multi-family the construction / renovation and Property Management Co. Position grew into FP&A manager and Asset Manager cross functional roles
- Worked with a team of highly talented interns on special projects
- Sped up payment for Cap Ex and construction through lenders and construction lenders by finding and properly requesting reserve funds within the permanent / construction loan by knowing the loan serving process and proper channels for requesting and submitting requests improving cash flow and cash balances
- Grew the capability to FP&A expert and Asset Manager functions
- Found discrepancies and cost overruns and updated risk rating accordingly
- Created Risk ratings and determined a portfolio Valuation Process for potential defaults and slow cashflow performance
Controller, Financial Planning & Analysis, Asset Manager - Transcendent Investment Management - Aventura, FL
(2017-06 - 2018-10)
100x ROI per Yr. Portfolio Savings & Growth of Portfolio
- Saved up to $1M in taxes annually through the development of a strategic system for monitoring and appealing real estate tax assessments
- Guided the successful acquisition and asset management of a 224-unit multifamily property and a 50-unit multifamily property in favorable markets in geographically dispersed locations
- Spearheaded the acquisition, renovation, and lease-up of an 800-unit portfolio
- Budgeting and fiscal planning for Operations and Capex
- Identified inefficiencies in the acquisition process for 200+-unit multifamily assets and recommended successful mitigation strategies
- Established a market study process for determining rent premiums for a value-add underwriting model for Class C and affordable multifamily assets
- Blended in on site and Corporate Ownership for Optimized Objectives of Investment vs. Operations, In addition performed inspections and Project Management Duties
- 224-unit Multi-family Property in Pensacola, FL Oct, 2019, Consulting client Acquisitions & Operations Management
- 50 Unit Multi-family Property in Edgewater, CO Jan, 2021, Consulting client Acquisitions & Operations Management
- 800 Unit portfolio in Jacksonville FL in Renovation & Lease Up
Asset Manager / Transactions - Advenir - Aventura, FL
(2014-01 - 2017-06)
ROI: 1222x+ per yr Bal. sheet asset increase
- Led closings of Commercial Real Estate Investment properties, i.e. large Multifamily Properties, for large owner in 3 markets, FL, TX & CO at the rate of 1 per month for 33 months straight totaling $1Bil in Balance sheet asset growth
- Implemented the Value-add strategy for rental increase across the Marketing, Construction and Property Management Departments
- Reviewed Service contract language and created a Keep Cancel list per the PSA agreement and determined the new agreements approved for new ownership
- Coordinated and resolved problems relating to accounting expense reporting and provided feedback loop for fast correction or action
- Performed contractual updates for deregulated energy savings, Cable Revenue: $3 Mil NPV
- Budgeting and fiscal planning review for Operations and Capex
- Improved the NOI on All Properties through as a part of the Value -Add process for Ownership through Real Estate Tax Savings, Cable Revenue sharing and Cell Tower agreements and leases for the portfolio, Lowering energy contract costs for lower expenses
- Lowered Expenses through deregulated energy contracts for Electricity and Gas for operation expense savings
- Found best practice in the selection of vendors necessary for Apartment Operation for insurance, and onsite maintenance providers and contractors
Director of Asset Management - Hercules - Virginia Beach, VA
(2012-02 - 2013-06)
ROI: 40x+ per year NOI Incr. Implemented Asset Management practice under a new COO, Managed the compliance department for Owner/Operator of highly diverse mid Atlantic affordable housing with financing in various arrangements.
