Financial Analyst | FP&A | Financial Modeling | Budgeting Forecasting | Real Estate Finance
Financial Analyst with 8+ years of experience in commercial real estate finance, FP&A, and portfolio analysis. Skilled in financial modeling, budgeting, forecasting, variance analysis, and reporting using Excel, Yardi, Power BI, and Tableau to deliver insights that support strategic decisions and portfolio performance.
Interim Senior Property Accountant / Financial Consultant - Vaco (Kilroy Realty Corporation Client) - San Francisco, CA
(2026-03)
Providing interim financial support for a commercial real estate portfolio of $900M+ Class A, partnering with property management to support budgeting, financial reporting, month-end close, and financial analysis.
Operations & Reporting Consultant - GoodAgent.org (Real Estate Brokerage Client) - Walnut Creek, CA
(2025-11 - 2026-02)
Supported reporting, analytics, and operational initiatives for nonprofit programs within a real estate organization.
Financial Analyst / Accounting Analyst - CBRE, Inc. - Walnut Creek, CA
(2024-06 - 2025-11)
Supported financial planning, reporting, and portfolio analysis for a 13-property commercial real estate portfolio valued at approximately $156M, developing financial models, analyzing operating results, and providing insights to improve financial performance.
Financial & Accounting Consultant - Be the Change in Mental Health (Nonprofit Client) - Santa Rosa, CA
(2024-02 - 2024-12)
Provided consulting support for financial reporting, month-end close, and accounting operations for a nonprofit organization.
Budget Analyst & Accountant - The Golden Rain Foundation - Walnut Creek, CA
(2022-02 - 2023-06)
Managed 41 annual budget packages across two fiscal years supporting a 2.26B+ real estate portfolio, performing budget-to-actual analysis, developing forecasts, and delivering financial insights to support FP&A initiatives and operational decision-making.
Staff Accountant & Budget Assistant - Common Interest Management Services - Danville, CA
(2020-10 - 2021-12)
Provided financial planning and reporting support for a $1.5M real estate portfolio, assisting with budgeting, forecasting, and performance analysis across multiple communities.
Interim Accounting Supervisor - SMEED CPA
(2018 - 2020)
Staff Accountant - Agemark Corporation
(2018 - 2020)
Accountant - Robert Half Accountemps
(2018 - 2020)
Bachelor of Science - Business Administration & Accounting - Rowan University