Real Estate Financial Analyst

RYAN WIESE

Dallas/Fort-Worth, TX 908-***-**** **********@*****.*** LinkedIn

PROFESSIONAL SUMMARY

Experienced finance professional with a strong background in financial analysis, corporate strategy, and investment management. Over 8 years of expertise in financial modeling, budgeting, and FP&A, with proven success in driving profitability, managing investment portfolios, and optimizing business processes. Seeking to leverage quantitative and strategic analysis skills to support data-driven decision-making and business growth.

WORK EXPERIENCE

Managing Owner, Founder at W&L Ventures, LLC 10/2023 - Present

- Established and led a private capital fund specializing in real estate development and home servicing businesses.

- Raised $2.5M in initial capital, grew valuation of AUM to more than double the original capital investment. Majority of businesses and assets sold after receiving offer from private investment group.

- Deployed capital through purchasing of ‘build-to-lease’ and residential real estate holdings as well as home servicing and remodeling and interior design/construction businesses. Senior Financial Analyst at Core-Mark International 02/2022 - 08/2023

- Supported executive leadership in strategic planning and financial analysis, driving improved accuracy in forecasting and reporting for key industry KPIs, such as fuel price & consumption projections, regional inventory requirements to improve fulfillment rate to 98.7% by working with regional sales teams to understand critical data points that would most accurately predict customer sales and inventory requirements and operating expenses.

- Spearheaded C-Level requested improvements to weekly forecast report process and created live financial reports for key performance indicators, helping identify opportunities for cost savings and revenue growth.

- Conducted ad-hoc financial analyses for executive team, enabling improved data-driven decisions that led to a 15% reduction in operating expenses.

- Enhanced FP&A reporting accuracy by 20% by implementing greater usage of mathematical modeling techniques, which allowed for creation of a more accurate and live forecasting report suite. Senior Financial Analyst at 4WEB Medical 06/2019 - 02/2022

- Led financial forecasting and reporting overhaul - built from scratch the organization's financial model for actuals reporting and forecasting with real-time data updates and appropriate adjustments to the forecast, thereby giving the executive team the operational and financial insight for informative decision-making to drive company growth and logistical efficiency.

- The new financial model streamlined forecasting, budgeting, and valuation processes, resulting in a 10% increase in profitability by enhancing the accuracy of forecasted demand & sales expectations, as well as significant supply chain improvements via strategic inventory management.

- Automated financial reporting by implementing Microsoft PowerBI usage, improving the turnaround time for reporting by 40%, enhancing analytics and data utilization by management team.

- Managed the transition of organization's ERP software from QuickBooks to SAP, requiring coordination across departments to ensure seamless implementation and viability for all divisions.

- Analyzed financial statements and formally presented recommendations to the executive management team at weekly meetings that I was tasked with leading and organizing. Financial Analyst, Executive Coordinator at KREM Group, LLC 01/2017 - 01/2019

- Provided financial analysis and project support for a venture capital and advisory firm.

- Supported managing partners with financial modeling and due diligence on investment opportunities, contributing to informed decision-making for capital allocation.

- Conducted cash flow forecasting and variance analysis for client portfolios, ensuring accurate financial projections and improving investor relations.

EDUCATION

M.S. Finance University of Texas at Dallas GPA: 3.8 Graduated: 12/2018 B.S. Economics University of Texas at Dallas GPA: 3.9 Graduated: 01/2016 B.S. Applied Mathematics Pepperdine University GPA: 3.7 Graduated: 04/2014 SKILLS

Financial Analysis & Modeling: Quantitative analytics, cash flow forecasting, variance analysis Tools & Software: Advanced Excel, Microsoft Access, PowerBI, SAP BW, ERP systems Technical Expertise: Budgeting, forecasting, KPI development, pricing strategy, financial statement analysis Project Management: Process improvement, change management, cross-functional team leadership, investment strategy

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