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Previously Senior Valuations Consultant at a top commercial real estate valuations firm; I have expert-level experience with Argus Enterprise, Excel, financial modeling and projections, and real estate underwriting and valuations. I also have an intense passion for spreadsheets and automation, and am a Google Sheets expert.

With three decades of real estate experience and $22B+ underwritten across 38K residential units, 1.4K hotel keys and 13.5M commercial SF, I help institutional teams, proptech platforms and growing operators make faster, clearer, more defensible decisions. Typical engagements include acquisition and development underwriting, GP/LP waterfalls, pro forma modeling, assumption validation, IC‑ready packages and fund or portfolio stress testing. I connect strategy → underwriting → modeling → diligence as one system, applying institutional-grade judgment at each step: strategy sets direction, underwriting defines the logic, modeling expresses it, and diligence confirms it. That perspective is built on full‑cycle institutional experience, advanced Excel modeling fluency and early, sustained technology awareness — from GE Six Sigma A&D workflows and policy/process development to CRM workflow design for post‑GFC SFR platforms and proptech collaboration on AI‑assisted homebuilding, underwriting, site planning and diligence systems. Select transactions are included in the Notable Projects PDF in the Portfolio section. 𝗘𝗡𝗚𝗔𝗚𝗘𝗠𝗘𝗡𝗧 𝗙𝗥𝗔𝗠𝗘𝗪𝗢𝗥𝗞 (Strategy ➝ Underwriting ➝ Modeling ➝ Diligence) ✅ 𝗦𝗧𝗥𝗔𝗧𝗘𝗚𝗬 — Platform Direction ▪︎ Investment thesis development ▪︎ Portfolio & fund strategy ▪︎ Market selection & pipeline strategy ▪︎ Feasibility & assumption validation ▪︎ Strategy‑to‑execution alignment ✅ 𝗨𝗡𝗗𝗘𝗥𝗪𝗥𝗜𝗧𝗜𝗡𝗚 — Deal Logic ▪︎ Assumption architecture ▪︎ Feasibility & business plan logic ▪︎ Scenario & sensitivity frameworks ▪︎ Capital structure logic ▪︎ Risk framing & constraint mapping ✅ 𝗠𝗢𝗗𝗘𝗟𝗜𝗡𝗚 — Logic in Motion ▪︎ Institutional‑grade underwriting models ▪︎ JV/GP waterfall & capital‑stack modeling ▪︎ Fund & portfolio models ▪︎ Scenario, simulation & stress‑test engines ▪︎ Workflow & decision‑logic modeling ✅ 𝗗𝗜𝗟𝗜𝗚𝗘𝗡𝗖𝗘 — Reality Check ▪︎ Diligence execution & workflow systems ▪︎ Assumption validation ▪︎ IC‑ready memos, decks & investment packages ▪︎ AI‑assisted diligence logic 🧩 𝗔𝗦𝗦𝗘𝗧 𝗧𝗬𝗣𝗘𝗦 / 𝗨𝗦𝗘 𝗖𝗔𝗦𝗘𝗦 ▫️ Mixed-Use ▫️ Land Dev (Greenfield / Brownfield / PPP) ▫️ Homebuilding (Production / Modular / BTR) ▫️ Single-Family Rentals ▫️ Apartments (Core / Value-Add) ▫️ Condos ▫️ Commercial Campuses ▫️ Office ▫️ Industrial ▫️ Retail ▫️ Self-Storage ▫️ Hospitality ▫️ Portfolios / Funds 🌎 𝗥𝗘𝗚𝗜𝗢𝗡𝗔𝗟 𝗘𝗫𝗣𝗘𝗥𝗜𝗘𝗡𝗖𝗘 CA (SF Bay Area, Southern California), AZ, FL, GA, ID, IL, MO, NC, NE, NJ, NV, NY, OK, OR, PA, TN, TX, UT, VA, WA 𝙄𝙛 𝙮𝙤𝙪 𝙣𝙚𝙚𝙙 𝙨𝙚𝙣𝙞𝙤𝙧‑𝙡𝙚𝙫𝙚𝙡 𝙟𝙪𝙙𝙜𝙢𝙚𝙣𝙩 — 𝙘𝙡𝙚𝙖𝙧 𝙡𝙤𝙜𝙞𝙘, 𝙨𝙩𝙧𝙪𝙘𝙩𝙪𝙧𝙚𝙙 𝙖𝙨𝙨𝙪𝙢𝙥𝙩𝙞𝙤𝙣𝙨 𝙖𝙣𝙙 𝙙𝙚𝙘𝙞𝙨𝙞𝙤𝙣‑𝙧𝙚𝙖𝙙𝙮 𝙤𝙪𝙩𝙥𝙪𝙩𝙨 — 𝙄 𝙘𝙖𝙣 𝙝𝙚𝙡𝙥 𝙮𝙤𝙪 𝙢𝙤𝙫𝙚 𝙛𝙤𝙧𝙬𝙖𝙧𝙙 𝙬𝙞𝙩𝙝 𝙘𝙤𝙣𝙛𝙞𝙙𝙚𝙣𝙘𝙚.

I am a financial analyst with 10+ years of experience at a top Wall Street bank and as an independent financial consultant. I specialize in building, managing, and maintaining financial models, and advising businesses through model-driven insights. I've completed more financial modeling projects on Upwork than any other freelancer: 500+ engagements, 100% Job Success, Top Rated Plus, over $1BN raised on my models. CFA Charterholder. Financial Modeling I build investor-grade 3-statement models from scratch for your business. I've supported raises from seed through Series B, including a unicorn and multiple $100M+ ARR companies, along with lender models, board models, scenario and sensitivity analysis, valuation, and 409A work. I've built models for 1,000+ companies across virtually every industry, with particular expertise in lending, SaaS, ecommerce, logistics, and energy, AI has changed financial modeling in two important ways. It has made it effortless to spin up amateur models, and it has made high-quality models even more valuable by expanding what they can do. A model built from the ground up to be operated by AI agents is the best of both worlds: institutional-grade structure, optimized for scale, user-friendliness, and auditability, with an architecture that lets tools like Claude and ChatGPT in Excel update data, run scenarios, and make changes reliably. My models are built to leverage AI agents and serve as a "financial operating system" for your business that is easily actualized with current data and adapted as your needs evolve. EBITDAI: I also founded EBITDAI. The consumer app is live in the Excel Addin store and Micrsoft Appsource and is the most cost-effective AI Excel agent on the market today. This also gives me valuable real estate directly inside of Excel that I can use to implement managed services solutions for my clients. In the past, I have built integrations that connect to the client's Quickbooks, Campfire, and Stripe accounts to the EBITDAI addin, which sideloads inside of Excel. The end result was full automation of actualization. The client simply logs into EBITDAI inside of Excel each month and asks the agent to update the model.

Core Services: - Building & updating cap table in Excel, or in a software program. - Onboarding to a cap table management platform, such as Carta, Mantle, Pulley, Capboard, Cake or others. - Comprehensive administration of equity plans and cap table, including issuing grants, processing terminations, and generating custom reporting. - Auditing cap table to ensure accuracy & compliance - Can provide exclusive deals and discounts to cap table management software through industry partnerships. I can assess your current utilization of the software you might be using to identify cost savings of possibly switching platforms. Credentials: -Ex-Carta employee -Certified Equity Professional certificate -Owner of boutique stock administration firm

Highly experienced Financial Analyst in Cash Flow and Partnership Modeling, Financial Software, Strong understanding of Commercial Real Estate Acquisition Analysis Check out my CRE Underwriting Package in my Project Catalog below.

Hello There, I am a freelancer with over 15 years of finance and accounting experience. I have served as CFO for several clients and have worked in private equity. I am a CFA charterholder based in Los Angeles. I can pick up tasks quickly and would love to work with you and your team. I have worked on projects involving the following: - Fractional CFO - M&A - Financial Modeling - Budgeting/Forecasting - Valuation - Real Estate Modeling - Research - VBA Automation Please let me know if you have any questions. Thank you! Thanks!