Hire the Best Underwriters in New York

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.

I’m an ex-Investment Banker with experience in New York, now providing high-quality financial analysis, modeling, valuation, diligence, underwriting and strategic finance support to businesses, investors and entrepreneurs. I bring an investment banking approach to every engagement: building rigorous, practical financial models and analysis that help clients make better investment, financing and strategic decisions. Whether you’re evaluating an acquisition, raising capital, launching a new business, analyzing an investment or simply need a robust financial model to better understand your business, I can help. Services include: - Financial Modeling & Forecasting: 3-statement models, operating models, projections, scenario analysis, sensitivity analysis and cash flow forecasting - Valuation & Investment Analysis: DCF, comparable companies, precedent transactions, returns analysis, IRR/ROI and investment underwriting - Financial & Performance Analysis: profitability, margins, KPIs, variance analysis, benchmarking and peer comparisons - M&A & Transaction Support: acquisition analysis, due diligence, transaction modeling, sources & uses, accretion/dilution and deal analysis - Fundraising & Investor Materials: investor presentations, pitch decks, business plans, financial reports and fundraising models - Business Planning & Strategy: feasibility studies, new business initiatives, market analysis, financial planning and strategic decision support - Market Research & Market Sizing: industry research, TAM/SAM/SOM analysis, competitive analysis and customer segmentation - Debt & Financing Analysis: debt raise planning, debt capacity, repayment schedules, amortization and financing scenarios - Real Estate Financial Analysis: development and acquisition models, cash flow analysis, project returns, financing structures and investment underwriting I work with clients ranging from entrepreneurs and growing businesses to investment firms, private equity investors and real estate investors. If you need someone who can take a complex financial question, build the analysis from the ground up, and turn it into something practical and decision-useful, I’d be happy to discuss your project.

As a highly skilled actuary with 15 years of experience, I specialize in providing comprehensive risk assessment and financial analysis for businesses across various industries. My expertise covers areas including risk modeling, predictive analytics, pricing strategy, and data-driven decision-making. I offer consulting services providing tailored solutions that are both cost-effective and designed to meet your specific business needs. Whether you’re looking for assistance with insurance pricing, pension planning, or claims forecasting, my in-depth knowledge of actuarial science ensures that your projects are in capable hands.

I am an underwriting specialist and a licensed New York Property and Casualty Insurance Agent and Consultant with 20+ years of insurance experience across personal, commercial, and specialty lines. I also hold an Advanced Diploma in Insurance from the Chartered Insurance Institute (CII), United Kingdom. My product-line experience includes: • Property and Casualty — personal and commercial • Auto — personal and commercial • Marine and Aviation • Civil Engineering Insurance • Equipment Breakdown Insurance • International Travel Insurance My core underwriting background includes handling and supervising the full underwriting lifecycle: • Onboarding clients and supporting application forms • Determining coverage scope and reviewing, assessing, and rating risks • Issuing cover notes, certificates, policies, endorsements, and renewals • Retaining and servicing existing clients, their needs analysis, and cross-selling This underwriting work included managing personal and commercial accounts, coordinating with clients, agents, brokers, lessors, mortgagors, and financial institutions, and supporting accurate risk selection, policy issuance, renewals, and client retention. In addition to my underwriting background, I also served as a Claims Manager, overseeing claim handling, settlement, dispute resolution, and mediation for matters ranging from minor auto damages to large industrial fires. I can assist with underwriting support, insurance policy review and analysis, insurance advisory services, and risk placement and management.

Highly skilled and experienced professional with a strong background in banking and finance with a specific expertise in mortgage lending. In addition to my professional experience, I have an MBA with a concentration in Accounting. I have a large amount of experience in a variety of software programs and can assist with any project needs. I am also an expert at web searching and compiling data from a variety of sources and enjoy the investigative process. -Microsoft Word -Microsoft Excel -Microsoft PowerPoint -DocuSign -Data Entry -Typing (100+ wpm) -Transcription -Web Searching -Web Browsers -Data Mining -Real Estate -Mortgage -Banking -Lending -Credit Analyst -Financial Analysis -FHA -VA -Proofreading -Document Creation -EBay -Poshmark -Web Investigating -Accounting

Experienced Real Estate Finance & Investment Analyst and Assistant Property Manager with a background spanning multifamily investment, lending, and property management. Currently working as an Assistant Property Manager, assisting in the operational management of a 413-unit mixed-use multifamily portfolio consisting of a Class A, highly amenitized luxury mid-rise and a Class B mixed-use property with residential and commercial space. Previously worked as an Associate at a debt fund focused on originating multifamily loans nationwide, including bridge loans, fixed-rate loans, and preferred equity investments. Earlier experience includes serving as an Assistant Property Manager for a portfolio of three garden-style multifamily properties in New Jersey totaling 630 units. Additional experience includes freelance work for property owners, including screening multifamily acquisition opportunities, as well as experience with an agency lender's bridge-to-agency platform and mortgage brokerage firms.