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Cynthia Jonas

Financial Analyst | FP&A | Financial Modeling | Budgeting Forecasting | Real Estate Finance

Walnut Creek, Contra CostaMember since May 28, 2024
Financial ModelingBudgeting & ForecastingVariance AnalysisFinancial ReportingPortfolio AnalysisFP&APower BITableauYardiQuickBooksXero
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About

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.

Experience

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.

  • Developed a Working Budget model for two commercial properties that was adopted across five additional properties, standardizing budgeting methodology and improving reporting consistency.
  • Analyzed operating results, lease economics, CAM recoveries, and financial trends to improve forecast accuracy, support budget planning, and provide actionable insights to property management.

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.

  • Prepared reports and coordinated cross-functional initiatives to support operational objectives.

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.

  • Developed financial models, executive dashboards, and budget-to-actual variance analyses that supported budgeting, portfolio performance reviews, and cost-control initiatives, improving budgeting accuracy and improving forecast accuracy and supporting portfolio performance decisions.
  • Managed annual CAM reconciliations, analyzed lease agreements and tenant recoveries, and prepared audit-ready financial analyses and supporting documentation, ensuring accurate tenant billings, revenue allocation, and regulatory compliance.

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.

  • Prepared reconciliations, maintained financial records, and supported compliance reporting.

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.

  • Managed 41 annual budget packages across two fiscal years, developing forecasts and financial analyses to support FP&A initiatives and operational decision-making.
  • Enhanced financial reporting processes through improved documentation controls, accounting workflow support, and year-end audit preparation.

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.

  • Supported annual budgeting and forecasting processes by analyzing operating performance and preparing financial reports for property teams.
  • Collaborated with property managers to identify operational trends, support strategic planning, and improve financial visibility.

Interim Accounting Supervisor - SMEED CPA

(2018 - 2020)

Selected Contract Assignments

Staff Accountant - Agemark Corporation

(2018 - 2020)

Selected Contract Assignments

Accountant - Robert Half Accountemps

(2018 - 2020)

  • Supported financial reporting, budgeting, month-end analysis, process improvements, and accounting operations across multiple organizations.
  • Assisted with acquisition onboarding, accounting system transitions, and staff training to improve operational efficiency and reporting accuracy.

Education

Bachelor of Science - Business Administration & Accounting - Rowan University

Skills

Financial AnalystFP&AFinancial ModelingBudgeting ForecastingReal Estate Finance

Reviews

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