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
● 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
● 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
● 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
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)
● 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
● 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.