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Real Estate Microsoft Office

Carrollton, Texas, United States
April 18, 2018

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Joseph Fitzgerald

**** ****** ******* **. ● Carrollton TX, 75006

972-***-****) ●


• Over five year of real estate finance and accounting experience

• Strong self-confidence and strong people skills

• Excellent written and verbal communication skills

• Proficient in Microsoft Office, especially Excel (V-lookup, pivot tables) & Abode software

• Fluent CoStar, Oracle, Yardi, QuickBooks, Tableau & Argus Education:

Bachelor Business Admin Finance 3.28 GPA

University of North Texas - May, 2014 Denton, Texas Work Experience:

Financial Real Estate Manager August 2015 – Present SRS Real Estate Addison, Texas

• Underwriting investment opportunities and created offering memorandums for Senior asset managers.

• Processed large, complex data to support with the monthly and quarterly property analysis.

• Prepare pro-forma financial models and reviewed leases for re-negotiations.

• Conducts audits, credit analysis, reviewed Site Plans, budgeted sales projections, rent roll changes, end-of-year reconciliations, bank reconciliations, managed consumer price index or percentage rent adjustments.

• Conduct research as needed to ensure that the lease renewal terms are appropriate with the current market, location, and other factors.

Marketing/Financial Analyst April 2013 – August 2015 Marcus & Millichap Dallas, Texas

• Created all marketing material for a Retail Investments Team of Marcus & Millichap.

• Worked alongside Senior Financial Analysis to create information for retail real estate investor and agents – (NOI, Cashflow Analyst, Rent Rolls, etc.)

• Preparation of quarterly and annual investor reports.

• Researched over 3,000 properties, owners, and contacts for properties in Louisiana, Oklahoma, and Arkansas.

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