Financial Analyst

Education

Temple University, Fox School of Business Philadelphia, PA May 2020

Bachelor of Business Administration in Finance with a Concentration in Corporate Finance

Major GPA: 3.2

Relevant coursework: Financial Modeling, Financial Statement Analysis, Real Estate Finance and Investments, Corporate Finance, Security Analysis and Portfolio Management, Management Information Systems

Professional Experience

Marcus and Millichap New York, New York May 2020-Present

Investment Sales Associate

Collect and analyze quantitative data related to local industrial market and present actionable insights and investment opportunities to management

Monitored historic KPI performance and projected growth of specific real estate sectors in New York

Created a database template on Excel which significantly reduced time it took to record ownership records

Developed and executed cold outreach strategy; connected with prominent industrial real estate owners to discuss opportunities and partnerships

Refine skills including market research, quantitative analysis, databasing and underwriting

SD Holdings LLC San Juan, Puerto Rico May 2020-August 2020

Business Analyst Intern

Financially modeled opportunities for development site in Puerto Rico; estimated costs and revenue potential for developmental plans; managed cash flow and timelines for various projects

Managed special project focused on sourcing local talent for company-owned entertainment venue; conducted market research on ice cream vendors in Puerto Rico; identified and hired local vendor; saw the process from beginning to close.

L+M Development Partners Larchmont, New York June 2019-August 2019

Compliance Intern

Monitored Minority and Women Business Enterprises subcontracting goals during construction phases for a low income/mixed income housing development firm in New York City; tracked and managed allocated funds to ensure compliance with state laws and regulations

Represented company at outreach events; added over 120 minority subcontractors to company network

Analyzed data and conducted background checks on companies to determine if they met MWBE criteria; categorized companies based on certification type, industry; prepared list of companies for partnership consideration

FLS Trust San Juan, Puerto Rico June 2018-August 2018

Summer Analyst Intern

Analyzed growth, net operating income (NOI), debt coverage ratio (DCR), and cap rates of twenty-two low income housing projects on a per unit basis for Low-Income Housing Tax Credit (LIHTC) developer

Created scoring and benchmarking system to evaluate project performance; regularly presented findings related to financial stability of projects to management; provided recommendations and strategies to improve performance

Technical Skills & Languages

Advanced: Microsoft Excel (IF Functions, Index Match, VLOOKUP’s, Pivot Tables); Microsoft Office (PowerPoint, Word, Project) Financial Modeling (NPV, IRR, DCF Valuations); Databasing

Proficient: SQL; Tableau; Capital IQ; Co-Star Analytics; Salesforce

Languages: English (Advanced); Spanish (Advanced)

Licenses & Certifications

Licenses: New York Real Estate Salesperson License, 2020

Certifications: Brain Station NYC Data Analytics (Excel, SQL, Tableau), November 2020 • Bloomberg Market Concepts (BMC Terminal), 2019 • Real Estate Financial Modeling (REFM) Level 2 (Excel), 2020 • Harvard Spreadsheet Modeling (Excel), 2019

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