Functional Skills

Financial Modeling
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Real Estate Investing
Business Operations
Accounting
Business Analysis
Business Analytics
Budgeting
Private Equity Investing
Investor Relations

Software Skills

Microsoft Excel
Microsoft Word
Google Sheets
Google Docs

Sector Experience

Business Services
Real Estate
Travel & Hospitality

Languages

English

Notable Clients

ACUrban
La Corsha Hospitality
Lyda Holdings, LLC
Stagecoach Inn

Big 4 Accounting
Top Consulting Firms

Experience

Koinis Ventures Corporate Strategy & Development
General Partner and Consultant
7/2018 - Present
Create financial analysis, pro formas, pitch decks and strategy statement for clients, including prior employer, AC Urban
● Perform market analysis, sales forecast, and budgets for investment opportunities
● Negotiate asset purchase, spearhead development, develop plans for and manage consultants, drive value creation for
shareholders oversee branding and marketing as well as project disposition for Stanton Vistas (an 85 acre ranchette community), Olive Street Ranch (a collection of vacation homes in Fredericksburg TX), and a 500 acre private luxury eco- hood development outside of Austin, TX

AC URBAN Finance
Director of Operations
6/2017 - 7/2018
Advise Managing Partner on strategy, direction, planning, and risk mitigation; assist in board and investor meetings
● Build models, budgets and analyze financials for current projects, investment opportunities, and lender requirements
● Daily office operations and strategy for all projects, including current assets, new ventures, and development

ARTESIA Data Science / Analytics
Director of Operation | Asset Manager and Investment Analyst
3/2014 - 1/2017
512 Realty Director of Operations
● Profit and Loss responsibility; financial statement, capital expenditure, weekly expense and accounting oversight
● Evaluated existing and potential new business; modified renewal and proposal contracts
● Directed 45-person company, oversaw HR, managers, and reporting; implemented process improvements
Artesia Asset Manager and Investment Analyst
● Managed FP&A, investor distributions, investor databases, and excel modeling and underwriting
● Asset Manager for 50+ properties averaging a net +2x equity return in under two years
● Directed team of ten property managers and agents; oversaw capital expenditures
● Sourced and modeled investments, resulting in $100 million in fund acquisitions; led development consulting

Freqsho Management Consulting
Consultant
7/2015 - 11/2015
Beta Social Media and SXSW navigation site: Created a marketing expenditures plan and a financial model
for CEO of Austin technology startup

Micro Ventures Management Consulting
Consultant
2/2015 - 6/2015
Venture Capital Crowdfunding: Led threat assessment and competitive analysis for VC crowdfunding site and presented to senior management

City Ventures Finance
Assistant Controller
1/2013 - 12/2013
Assistant Controller
● Managed company wide forecasting models and support schedules during high growth period and pre-IPO S-1 review
● Developed financial statement consolidation model and process for over 98 entities and prepared financial reports
● Provided support for institutional investors, lenders, auditors, and executives for reports and assets (over $280 million)

Deloitte Accounting
Senior In-Charge
9/2010 - 12/2012
● Managed audit team and coordinated with client executives to balance multiple priorities and deadlines
● Selected for one of Deloitte’s five “greater than normal risk” audits and performed high risk area valuation testing

Ronald Blue and Co Accounting
Auditor
1/2010 - 9/2010
Performed audits, reviews, and compilations for small businesses and holding of high net worth individuals.