Robert Kalteyer

Finance professional with 7 years of experience in corporate finance and FP&A, currently completing a Master of Science in Real Estate. Proven ability to build financial models, forecast cash flows, and analyze investment performance. Exposure to commercial real estate through Crow Holdings, with hands-on experience evaluating asset-level performance and ownership structures.

Strong interest in acquisitions, underwriting, and asset management. Proficient in Excel modeling, ARGUS, and financial analysis.

Senior Financial Analyst, FP&A at Kings III (2024-06 – Present)

• Led creation of full financial models (P&L, Balance Sheet, and Cash Flow) for monthly, quarterly, and annual reporting to private equity sponsors
• Conducted monthly variance analysis and budget and forecasts, identifying key business drivers and corrective actions
• Collaborated with cross-functional teams to support strategic investment decisions, including working with CFO and CEO in projecting 5-Year strategic growth plan

FP&A Lead, North & Central Texas Region at Summit Electric Supply (2022-12 – 2024-05)

• Built customer sales and profitability models to evaluate investment decisions and to identify areas for resource expansion
• Forecast net sales impact from salesforce deployment for strategic plan, supporting capital allocation strategies
• Partnered with regional managers to prepare annual budgets and track EBITDA performance across branches

Senior Financial Analyst-Real Estate Portfolio Analytics at Crow Holdings (2022-01 – 2022-12)

• Analyzed investment performance of 15+ real estate properties across various asset classes (retail, office, hotel)
• Created dashboards and models to evaluate asset-level KPIs, ownership structures, and NAV changes
• Presented performance trends and investment metrics (NOI growth, occupancy, IRR sensitivity) to senior leadership
• Collaborated with acquisitions and asset management teams to support portfolio strategy discussions

Senior Financial Analyst, FP&A at Elara Caring (2020-10 – 2022-01)

• Forecasted revenue and margin by service line and branch using trend-based KPIs; advised regional directors and operations managers on cost-saving initiatives
• Developed monthly reporting packages for consolidated financials and led variance discussions with business leaders

Senior Associate, Financial Management Associate at EY (2017-10 – 2020-10)

• Supported client-side financial planning for Fortune 500 clients; performed margin, pricing, and resourcing analyses
• Built scenario and sensitivity models to support strategic decision-making around headcount and cost structures

Financial Analyst-Treasury at Commercial Metals Company (2015-06 – 2017-06)

• Built capital structure and WACC models to inform corporate finance decisions; analyzed debt/equity tradeoffs
• Prepared board-level presentations on ROIC, credit ratings, and peer valuation multiples
• Built a Moody's credit rating model to give executives knowledge to make informed business and financing decisions

Master of Science in Real Estate – Southern Methodist University, Cox School of Business (2026-05)

Master of Business Administration – Southern Methodist University, Cox School of Business (2015-05)

Bachelor of Business Administration in Finance – Texas Christian University, Neeley School of Business (2009-05)