Jose Alfredo Castaneda
*** ***** ***** ** ****, TX 79932
Email: abim0l@r.postjobfree.com
Major Accomplishments
Acquisitions
Analyzed potential acquisitions, new business ventures and debt covenant requirements.
Structured the acquisition of $184,000,000 (2,000 units) of multifamily residential real estate
Prepared reports and presentations of the potential acquisitions for investors, lenders and upper
management.
Provided investment decision support through the analysis and interpretation of purchase and
sale agreements, economic data, partnership agreements, demographic, financial and market
data.
Evaluated and assisted in structuring and closing of real estate acquisitions and re-finances.
Finance
Arranged the financing/and or refinancing of over $110,000,000 for multifamily acquisitions
Structured the financing and marketing plan of a $48,000,000 apartment community in
Charleston, SC and $21,000,000 unit apartment community in Orlando, FL
Developed national banking relationships with Wells Fargo and Country Wide to finance
companies entire condo conversion sales.
Lead high volume real estate closings of over $150 million single family financing arrangements
over a 4 month period.
Originated loans, closed, funded and reconciled over 1,200 real estate transactions over a 4
month period.
Contributed in raising millions in equity from high net worth individuals and institutional
organizations
Negotiated over $1 million of savings lender fee savings to clients
Designed cash flow model for varying company wide needs.
Optimized use of cash flow through company trend and industry analysis.
Management
Managed accounting, payroll, human resources and property insurance departments.
Investor relationship manager.
Created and implemented procedures and manual used to train accounting department.
Coordinated and organized the financial accounting process and procedures for all newly
acquired and/or developed properties.
Managed company cash, accounts receivable and information technology.
Lead financial review for company and managed external audit and banking relationships.
General Accounting
Completed change of accounting systems in seven months.
Planned and performed audits to evaluate expenditure and accounting procedures.
Assisted in the creation of company budget and prepared forecasting.
Created and analyzed special reports for executive committees.
Work History
TVO North America
Senior Financial Analyst, November 2006 – October 2010
Aztlan Investment and Advisory Services
Real Estate Investment Advisor, April 2005 – October 2006
Montecito Property Company (formerly Chelsea Residential Group)
Controller / Manager Lending and Closing, April 2000 – March 2005
Capstone Real Estate Services
Assistant Controller, March 1997 – April 2000
Homestead Village Incorporated (affiliate of SCG Realty)
Team Leader, February 1996 – March 1997
Security Capital Group Realty Services
Regional Accountant, June 1994 – January 1996
El Paso County Auditors
Accountant/ Internal Auditor, February 1991 – May 1994
Education
University of Texas, El Paso
Bachelor of Business Administration – Double Major: Accounting and Finance – December 1990
Personal
Fluent written and verbal skills in Spanish. Bi-cultural business background.