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Real Estate Financial Analyst

Location:
San Bernardino, CA
Posted:
April 22, 2024

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Resume:

Brian Dunn

Culver City, CA, ***** C: 310-***-**** ad468g@r.postjobfree.com

I am a results-oriented professional seeking a position as a Sr. Financial Analyst, I am very passionate about real estate in every aspect. I am an expert at modeling Commercial Real Estate transactions in Excel and a highly motivated individual who thrives in high-pressure environments. I possess advanced Microsoft Excel skills, I am an expert in Multifamily Financial Modeling, I possess excellent written, verbal communication, and interpersonal skills.

Education and Training

Using Argus Enterprise for Commercial Real Estate Analysis

University of California Los Angeles Los Angeles, CA, United States

MBA: Corporate Finance

California State University Fresno Fresno, CA, United States

Bachelor of Arts: Liberal Studies

California State University Fresno Fresno, CA, United States

KEY SKILLS

Expert in the analysis of a potential real estate acquisition using historical and current performance in determining investor’s return expectations.

Strong quantitative and analytical skills with a strong working knowledge of financial concepts, accounting, investment underwriting, and financial modeling.

Advanced proficiency in Excel preparing financial models, Proficient in utilizing the CoStar platform.

Strong analytical skills, Versatile, detail-oriented, strong work ethic, and flexible superior problem-solving skills, Operating Statement Analysis, Review of T-12, and rent roll of a property.

Expert in the review of covenants with tenants, leases, taxes, and insurance, assist with preparing and presenting the results of the analysis clearly and concisely.

A team player with a commitment to excellence and a high level of integrity.

Self-starter with the ability to work both independently and in a team environment.

Demonstrated abilities to proactively prioritize, organize, and manage multiple assignments with professionalism, efficiency, and accuracy.

EXPERIENCE

Acquisitions Analyst 03/2020 - Present

Bullpen - Upwork

Prepare detailed analysis of properties by compiling financial data into an Excel spreadsheet for investment evaluation by senior management, Create Dynamic Waterfall Financial Models for Commercial Real Estate properties, investment analysis, calculating project IRR, Cash-on-Cash return, Equity Multiples, and Debt Yield

Expert in performing a quick analysis of new acquisitions and development opportunities and preparing a financial analysis on the viability of each acquisition.

Perform acquisition due diligence including key financial metrics.

Perform acquisition due diligence including the review of P&Ls and other key data sources.

Prepare financial models and analysis, Provide advice and knowledge of multifamily sector and financial modeling best practices, when necessary.

Perform analysis and run financial models for decision-making regarding the profitability and capital structure of properties and funds during the asset’s holding period.

Conduct market research and due diligence necessary to create and support the proforma assumption. Thoroughly analyze the impact of lease transactions on property value and yield within established timeframes.

Work closely with Asset Managers and C-level personnel to create a framework for tracking the accuracy of underwriting as compared to actual performance.

Financial Analyst

09/2019- 03/2020

Modis - U.S. Bank

Worked with project teams to collect and reconcile invoices across multiple projects, worked with capital and expense forecasting, produced financial reports utilizing Excel and PowerPoint, and Compiled status information from multiple written sources into one or more prescribed formats for peer audiences up through executive levels in the organization.

Developed, monitored, analyzed, and provided detailed reports containing budget activity within a $5.6M budget. Maintained budget documentation files to support budget activity.

Substitute Teacher

01/2019 – 08/2019

Agape Inc., Fresno, CA

Instructed courses in Business Technology and English, implemented teacher's lesson plans, assigned students class work and homework, and maintained classroom discipline.

Financial Analyst (Contract)

07/2018 - 01/2019

Rose International – Kaiser Permanente, San Diego, CA

Modis - Bank of the West, City of Industry, CA

Robert Half - Wells Fargo Bank, Sherman Oaks, CA

Managed and analyzed monetary resources and affairs within the organization. Responsible for conducting technical accounting.

Prepared and maintained supporting documentation for, monthly, quarterly, and annual reports.

Updated and collected business unit reporting packages and helped prepare ad hoc financial reporting as needed.

Responsible for reviewing refunds and balance adjustments for accuracy. Researched and analyzed member accounts.

Real Estate Financial Analyst - (Contract)

01/2015 - 06/2018

Adecco - Grand Bridge Real Estate Capital, Los Angeles, CA

Prepared detailed analysis of properties by compiling financial data into an Excel spreadsheet for investment evaluation by senior management, including operating and financial statements, tenants, leases, taxes, and insurance analyzed cam reconciliations,

Prepared and audited Rent Rolls, Balance Sheet items, and utilized proprietary software to complete variance analysis and normalizing of selected data,

Provided informal assistance such as technical guidance, and/or training to coworkers.

Activities and Honors

PRESIDENT'S LIST

DEAN'S LIST

CFA CANDIDATE LEVEL 1

FINANCIAL ANALYST CLUB WORLDWIDE

ULI MEMBER

NAIOP MEMBER



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