Financial Analyst Real Estate

JONATHAN POLSTER

**** ***** **. ** * Washington, D.C. 20009 l 440-***-**** l *********@*****.***

Experience

Fannie Mae, Senior Financial Analyst Washington, D.C. Single Family Financial Reporting & Analytics Apr 2017 – Present

• Oversee a $430 million annual administrative budget for the Single Family business

• Supervise team of three financial professionals responsible for performing month-end analysis and reporting

• Prepare and present financial data from monthly transactions to senior stakeholders

• Serve as the advisor for Single Family business units in making financial, staffing and third-party vendor investment decisions to satisfy annual objectives

• Track the progress of each group’s “Simplify” headcount reduction objectives, along with the resulting savings for the Single Family enterprise

Fannie Mae, Financial Analyst II Washington, D.C.

Single Family Financial Reporting & Analytics Feb 2016 – Apr 2017

• Recognized as a top 5% performer at Fannie Mae during the year-end performance review

• Led initiative to transition all reporting functions to a Tableau dashboard tailored to each customer

• Created mid-year forecasts and annual budget plan for each business unit to assess financial standing Fannie Mae Rotational Program, Financial Analyst I Washington, D.C. Real Estate Mortgage Investment Conduit (REMIC) Tax Aug 2015 – Feb 2016

• Modeled multiple new REMIC structured transaction deals monthly by interpreting prospectus supplements, writing payment rules and modeling cash flows

• Independently verified collateral, prepayments and LIBOR rates for accurate monthly bond payments Corporate Tax Accounting Feb 2015 – Aug 2015

• Completed ASC740 filings for 18 ‘Other Taxable Income’ accounts quarterly, outlining differences between book basis and tax basis

• Ensured compliance with Internal Revenue Code (Section 265a), specifying that tax-exempt obligations remain within 2% threshold of $3 trillion in assets

Credit Finance Mortgage Unit CFO Aug 2014 – Feb 2015

• Provided reports analysis for senior-level management monitoring the performance of loss mitigation product offerings. This aided business decisions by identifying key operational, risk and financial indicators

• Developed a dynamic credit dashboard in SpotFire, analyzing the performance and financial impact of each loss mitigation program, as well as providing extensive loan-level information

• Delivered SDQ and Servicer analysis for the National Servicing Organization and various internal stakeholders Fannie Mae, Intern Washington, D.C.

Multifamily CFO Group Jun 2013 – Aug 2013

• Reported on the overall financial strength, capital structures and market positions of the top earning REITs

• Underwrote various multifamily deals that Fannie Mae had recently acquired Gross Builders Property Management, Intern Cleveland, OH Finance and Marketing Team Jun 2012 – Aug 2012

• Assessed competitor profiles and pricing systems to evaluate the current company strategy

• Evaluated the efficiency of the current operating expenses and the budgeted advertising strategies Education

School of Continuing Studies Georgetown University Master of Professional Studies in Real Estate Expected Graduation: May 2018 Robert H. Smith School of Business University of Maryland Bachelor of Science: Finance Major & Sports Management Fellow Graduation: May 2014 Skills

• Excel • SQL • Tableau • Essbase • SpotFire • Hyperion • WinFast • Access • PowerPoint • Photoshop • Photography

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