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Financial Analyst Manager

Burlington, Massachusetts, United States
November 04, 2019

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Takeda (c/o Robert Half), Lexington, MA Executive Consultant – Real Estate Finance Manager June 2019 –

Provide knowledge and experience to both the Finance and Real Estate divisions of a global pharmaceutical company. Work with senior management across divisions to manage and track the financial aspect of integrating two global real estate & facilities portfolios. As well as consult on the strategy of the portfolio going forward. Create and project manage processes & KPIs related ted integration costs, capital expense as well as operational expense to give visibility to what synergies have been achieved though the integration and merging of the two portfolios.

Provide knowledge and experience to both the Finance and Real Estate divisions of a. global pharmaceutical company.

Project Manage the Integration Strategy of the 31m SqFt global real estate & facilities portfolio.

Contribute investment and market input towards the future strategy of global real estate portfolio.

Work with external consultants and internal teams to produce portfolio analysis used by the executive team to make strategic portfolio decisions.

Create, own and act as PMO for tools, processes & KPIs to analyze progress and illuminate issues.

Work with Global Finance & Real Estate Directors to correct issues.

Present to findings and recommendations to the executive team.

High Tide, London, UK & USA Director Dec 2016 – June 2019

Founded a new business to consult investors, business and individuals looking to enter or expand their real estate portfolios in USA, UK and internationally. Consulted on acquisition, fundraising, obtaining financing, development and project management. In addition, provided asset & project management services for residential, commercial and development assets on behalf of private investors. I managed all aspects of properties and projects, including vehicle structuring, financial planning, & management, contracts and legal matters.

Due Diligence & Acquisitions

Source & assess investment opportunities from agents, developers, and personal contacts.

Prepare financial reports & models such as DCF, IRR and Cash on Cash to determine the valuation price for acquisition based on the development costs and financing rates.

Create Investment Memorandum for potential investors - Propose goals, budget and timeline.

Fundraising to identifying Equity Investors for new investment opportunities.

Acquire sites in line with the investor’s appetite & budget. – negotiate, manage contracts budgets and timeline.

Development & Project Management

Manage Commercial and Residential new build, refurbishments, and fit outs with budgets of $3m and GDV $5m.

Full life cycle - acquisition, planning, construction, marketing and sales.

Negotiate contracts with agents, property managers, consultants and contractors and lawyers. And investors .

Manage budgets, construction, and timelines and report to necessary parties.

Working with contractor and designers to establish a final product, manage the team.

Design & space plan clients projects

Asset Management

Prepare and analyze project budgets for updates to clients, investor’s boards of directors, and stakeholders.

Prepare financial models to determine if the lease would cover the financing and operational costs of the asset and calculate the return to the investor.

Set up and manage offshore and onshore SPV companies and all related administration, as in line with the client's requirements.

Negotiate Lease with tenants and their agents and design marketing materials.


Source senior and mezzanine financing for assets and projects.

Manage Loans - work with lenders to meet requirements, manage drawdowns, documentation, refi & extensions

Develop models to determine the level of financing that was could be sustained by the asset.

Structure vehicles for financial and legal purposes.

Aerium, London UK Associate Director- Development & Asset Management Feb 2013 – Dec 2016

Managed the development portion of a real estate fund worth GBP 0.5bn of investment reporting directly to the CEO. Responsible for the management of projects, both financially and operationally. This included creating, maintaining and cracking budgets, quarterly reports, onsite progress, contracts, program and project team. I managed and international team of accountants, lawyers, consultants and contractors and property managers. I also managed the offshore SPV including asset structuring, taxes and board reports and meetings. Worked closely with investors and CEO to keep them apprised of progress through reporting and, meetings and calls. I also prepared investment memos and was part of the fundraising and obtained financing for the projects. Finally, I also asset managed the projects post completion. =

Manage a portfolio of UK developments with a total GDV of GBP500m and project budgets of GBP100m

Project manage full life cycle, from due diligence & acquisition through planning & construction to occupation and disposition for all aspects including legal, financial, scheduling, planning, design 7 construction.

Budget & Cost Control -negotiate fees, track costs & payments, approve management accounts &loan documentation to produce the monthly project finance report.

Financial modeling – DCF, NPV, IRR, Valuations, and Cash on Cash for perspective acquisitions, ongoing asset management, and financing structure, and Investor/Equity return.

Contracts – Negotiate contracts & appointments including DMA, SPA, JV agreements, Leases & construction contract.

Stakeholder Relations – Nurture relationship with all project stakeholders, assure agreements are upheld by all parties, including investors to obtain equity and approval.

Manage contractors, professional team, consultants, accountants and offshore administrators, lawyers.

Strategy & Structuring - Review & approve legal, accounting and structuring reports and agreements.

Project Finance - negotiate & close and monitor facility agreements, facilitate monthly drawdowns & equity top-ups.

Create investment memorandum for investors, collaborate with agents to sell assets and structuring new purchasers

Design & Space Plan - Work with tenants, architect, designer and contractor to establish a final design.

Canary Wharf Group, London, UK Financial Analyst Feb 2011 – Feb 2013

Created and presented financial quarterly reports to the MD, CEO, board, rating agencies and investors. The reports included both written and excel reports. In addition, prepared development and financing appraisals for perspective acquisitions and various projects such as developments, asset management and leasing. Investment Management: Day-to-day management of Equity Investment in a JV as well as the return of the project.

Development Appraisals: Develop financial models to appraise perspective developments via property level DCF, IRR, returns, income & exit.

Financing Models: Create loan models exploring the maximum facility on an ICR & LTV basis, financing costs, Peak Equity, DCF & IRR, structuring loans and swaps.

Investment Management: Day-to-day management of Equity Investment in a JV including funding, investor budgets & payments, investor reporting, monitoring valuations, ad hoc analysis and managing relationships between investors, JV partners, Development Manager & Administrator.

Presentations: Prepare presentations to banks and investors and create the supporting financial models.

Securitization Portfolio: Monitor, analyses, report on a £1B securitization portfolio, and act as liaison with rating agencies.

Reporting: Produce quarterly portfolio reports for the board, including KPIs, valuation analysis, tenancy schedules, and debt commitments by working with the accounting team and exporting information from MRI.

Special accounting reports for key investors over on a quarterly basis.

Executives’ Projects: Bespoke analysis for executive including leasing analysis, loan restructuring, potential bond offers, and apportioning historical portfolio development cost.

Short Contracts, London, UK Financial Analyst (Contractor) Feb 2010 – Feb 2011

Clients: The Crown Estate, Gerald Eve, Lambert Smith Hampton, Echo Research Ltd., Private Investors

Creating financial models and analysis tools for the investment strategy team, with a focus on the Regent Street Portfolio.

Create Strategy Model, in Excel using VBA and Macros, to be used by the Urban department for the analysis of various investment scenarios on asset, portfolio, and departmental level.

Work closely with portfolio managers to validate individual asset investment decisions scenarios, such as leasing, development, acquisitions, disposal, and partnerships.

Produce and maintain monthly reporting for portfolios, supplying historical current and forecast data, used by asset managers and portfolio directors.

Attend valuation meeting to have knowledge of updated valuations going forward.

Create presentations of portfolio performance and financial modelling.

Prepare financial reports for private equity and Real estate fund clients. Manipulate information in eFront data warehouse via SQL and VBA to calculate financial formulas in Excel.

Create, optimize and improve custom Financial Reports for Clients, REITS, Real Estate and Private Equity Funds.

Model DCF, drawdown, waterfalls, FX movements, financial statements.

Resolve Technology, Boston, USA Financial Analyst Sept 2007 – Aug 2008

Prepare financial due diligence, forecast, and M&A reports for clients (mainly REITS) regarding possible property and portfolio acquisitions of all property classes.

Build financial models, including; DCF, NOI, Valuations, Income Statements, Sensitivity Analysis, Debt Structuring, P&L, Forecasting, Budgeting, Feasibility Reports, Waterfalls and Drawdowns.

Conduct market research on occupancy levels, leasing rates, and market trends though secondary research and calling leasing agents to use in creating models and proposal reviews.

Prepared accurate and valid due diligence reports for Client’s deals by extrapolating property and market data from legal documents and market research.

Utilize ARGUS/DYNA/Circle Investor and development and MRI and Yardi to create financial models by manipulating data via SQL.

Teach class on how to model real estate financials in ARGUS and DYNA.

Advised REITS, private equity and institutional investors on opportunities in US and overseas.

Advise clients on what software would work best for their needs alongside the Resole software.

Lead clients with the instillation of the Resolve software.

Beal & Co., Boston, MA Assistant Manager/Management Accountant Sept 2005 – May2007

Manage daily operations and finances of mix-use retail and office property, including taking on the role of Property Accountant in absent of a designated Property Accountant.

Management Accounting; budget, variance report, forecasting, AR/AP, general ledger, double entry accounting and service charges.

Prepare & managed operating budget.

Forecasted budget reducing costs by 3%.

Create variance reports though analyzing Rent Roll and the Budgets.

Analyze returns & KPIs to client, Harvard University, for preparation of Monthly Financial Reports.

Analyze lease, contact and legal documents to create budgets, service charges and reports.

Lead companywide property implementation of property management software system Building Engines.

Directed a staff of five and restructured the notification system to improve productivity.

3M PROPERTIES, OAK BLUFFS, MA Property/Asset Manager June2004-Sept2005

Manage daily operations, finances and investment strategy of mix-use retail and office property.

Directed a staff of five and restructured the notification system to improve productivity.

Headed operational tasks and financial management of the property, including KPI analysis and competitor research.

Conduct market research on occupancy levels, leasing rates, and market trends though secondary research and calling leasing agents used to create lease agreements.

Build financial models from market, legal and financial research for principal investment opportunities.

Develop strategic investment recommendations to the owner regarding portfolio planning.


Cass Business School, London UK


Graduated March 2010

Merit Honors

University of Vermont, Burlington, VT

BS in Business Administration

Minor in Sociology

Graduated May 2004

3.4 GPA

(University of Queensland, Brisbane, Australia

Semester Abroad)

Harvard University, Cambridge, MA

Sustainability: The Challenge of Changing Our Institutions

Feng Shui Institute, London, UK

Certificate in Feng Shui


Microsoft Office Suite,

Access & SQL

VBA & Macros


MRI & Yardi


Web Design


BI Tools - Oracle, JDE, SAP



Contact this candidate