Real Estate Financial Analysis

Timothy W. Owens

adzfvl@r.postjobfree.com • LinxkedIn

Kaufman, TX • 702-***-****

Summary

Finance Manager/FP&A Manager

Accomplished, forward-focused Financial Planning and Analysis professional with expertise in driving financial success.

Proven success in driving improvement in operations and profitability, particularly in startup and turnaround environments. Creative problem-solver with proficiency in variance analysis, budgets, and forecasts. Possess an entrepreneurial spirit and a decade-plus experience in managing diverse projects. Adept at time management, project management, and financial negotiations. Leverage excellent communication skills to build productive partnerships with internal and external stakeholders. Ability to thrive in fast-paced, deadline-driven work environments. Tech-savvy with proficiency in MS Excel, PowerPoint, and Word and experience in Data Mining, SQL, Access, Great Plains, FRx, Hyperion Essbase, and QuickBooks.

Areas of Expertise

•Variance Analysis

•Cash Management

•Regression Analysis

•Data Mining & Analysis

•Budgeting & Forecasting

•Financial Analysis & Planning

•Working Capital Management

•Risk Management & Compliance

•Performance Measurement & Reporting

Career Experience

Pair A Dice Pools, LLC, Henderson, NV 2012 – 2023

Managing Director

Founded and operated a repair and service company catering to Clark County. Spearheaded marketing, accounting, sales, and service activities.

●Achieved substantial growth, increasing the client base from 30 to more than 200 accounts.

●Collaborated in establishing and managing a local chapter of UPA for pool service professionals.

Additional Experience

Buy Rental Real Estate, Inc., Irvine, CA

CFO

Oversaw a team of 22 employees while leading financial operations of the company. Secured financing for commercial real estate projects and negotiated favorable terms with lenders. Managed accounting processes, including bookkeeping, financial statements, and financial analysis. Administered payroll and tax processes, ensuring compliance with applicable laws and regulations.

●Successfully raised $15M in capital from private investors for commercial real estate projects.

Marshall Reddick Investments, Irvine, CA

VP Finance

Established and employed financial policies and procedures to ensure effective financial management. Deployed sales tracking systems to monitor and analyze sales performance and created a commission-tracking system to accurately calculate and distribute sales commission for sales team. Restructured debt to optimize the company's financial position and minimize interest expenses. Established and maintained strong relationships with banks and financial institutions to ensure reliable banking services and support.

●Designed and implemented an Employee Stock Ownership Plan (ESOP) to enhance employee engagement and retention.

●Achieved a 200% increase in profitability at Marshall Reddick by establishing an HR department, managing wages, KPI and commission expenses, and restructuring debt.

Rubio’s Restaurants, Inc., Carlsbad, CA

Finance Manager

Monitored and analyzed financial data to identify trends and opportunities for improvement. Oversaw the preparation of financial reports and presentations for senior management. Conducted financial risk assessments and recommended mitigation strategies to ensure business stability.

●Implemented a food variance management system, resulting in a 6% reduction in food variance and saving $2.5 million annually.

●Developed and implemented a store success evaluator tool to assess the performance of new stores.

Del Taco, Inc., Lake Forest, CA

Senior Financial Analyst

Conducted financial analysis and forecasting to support strategic planning and budgeting. Managed cash flow and oversaw ACH transfers to ensure efficient cash management. Evaluated and recommended new store sites to senior management based on extensive data analysis and site assessment.

●Developed and implemented a streamlined budgeting process, reducing the timeline from 6 to 2 months using advanced Excel techniques.

●Utilized regression analysis and extensive data mining to improve the success rate of new store openings from 50% to over 90%.

Education

Bachelor of Science in Business Administration and Finance

California State University, Fullerton

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