Hire the Best Underwriters in New York
New York, 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.
- Financial Analysis
- Financial Modeling
- Microsoft Excel
- Microsoft PowerPoint
- Data Analysis
- Cash Flow Analysis
- Information Analysis
- Analytical Presentation
- Sensitivity Analysis
- Market Research
- Real Estate Acquisition
- Real Estate Financial Modeling
- Real Estate Investment Assistance
- Real Estate
- Real Estate Financial Model
Erin, New York
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
- Financial Analysis
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Data Analysis
- Lending Regulation
- Data Entry
- Typing
- Professional Tone
- Web Browser
- Document Format
- Lead Generation
- Accounting
- Financial Statement
- DocuSign
New York City, New York
Real Estate Underwriting | $380M+ in Transactions | NYC-based Most real estate models on Upwork are recycled templates with new numbers plugged in. I build underwriting from scratch for each deal, using the same standards required at a top NYC brokerage and a major government housing finance agency. Deals I underwrite: multifamily (stabilized, value-add, distressed), mixed-use, ground-up development, office-to-residential conversions, and affordable housing (LIHTC, HUD, tax exemption structures). What I deliver: acquisition and development pro formas, 10-30 year cash flow projections with debt sizing, DSCR, and sensitivity tables, IRR and equity multiple waterfalls, hold/sell and exit cap stress-testing, rent roll and T-12 normalization, market comparable studies, and offering memoranda. Tools: Excel (advanced), Google Sheets, CoStar, PropertyShark. Message me with the deal you're working on. I'll tell you within an hour whether I'm the right fit.
- Real Estate Investment Assistance
- Real Estate Business Plan
- Real Estate Financial Modeling
- Real Estate Appraisal
- Real Estate Acquisition
- Analytics
New York City, New York
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.
- Financial Planning
- Microsoft Excel
- PowerPoint Presentation
- Business Mathematics
New York, New York
Hey there! I'm a financial professional with experience at a bulge bracket investment, late-stage and early-stage startups. My career on Wall Street has consisted of assisting clients in the real estate, gaming and tech space with their financial and strategic ambitions. You should hire me if you're looking for someone with experience completing over $2bn in mergers and acquisitions, raising over $3bn in debt and equity, and revamping a companies financial reporting and investment framework from the ground up. I have a Bachelor of Business Administration in Finance and a Minor in Economics. I'm a business partner who can quickly evaluate, plan and execute a project while succinctly communicating updates and milestones. I genuinely enjoy helping entrepreneurs and small businesses to attain their goals and realize their aspirations. I look forward to the prospect of working with you to help achieve your full potential. Previous Real Estate projects I've completed: - Acquisition Analysis and Underwriting (any property type) - Pro Forma Statements - Market Analysis - Comp Analysis - Investment memos General Business Projects I've completed: - DCFs - Company Financials and Projections - Budgeting - Investor Presentations - Board Presentations - Raising Capital - Excel Report Creation - KPI Reports
- Underwriting
- Financial Analysis
- Financial Modeling
- Business Presentation
- Valuation
- Microsoft PowerPoint
- Microsoft Excel
- Private Equity
- Investment Banking
- Venture Capital Consulting
- Startup Consulting
- Real Estate Investment Assistance
Buffalo, New York
I am a licensed Property and Casualty Insurance Agent and Consultant in the State of New York. I also hold the "Advanced Diploma in Insurance" issued by the Chartered Insurance Institute (CII), United Kingdom, and possess over 20 years of experience working with insurance companies at various operational and management levels in the Underwriting and Claims Departments. I have knowledge and experience working with the following product lines: + Property and Casualty (Personal and Commercial) +Auto (Personal and Commercial) + Marine & Aviation + Civil Engineering Insurance; + Equipment Breakdown Insurance; + International Travel; As an Underwriter, I have handled and supervised the entire underwriting process as follows: • Onboarding new clients. • Helping with insurance application forms. • Determining the scope of coverage. • Reviewing, assessing, and rating risks. • Issuing cover notes, certificates, policies, endorsements, and renewals, • Retaining and servicing old clients. As part of the underwriting team, I managed personal and commercial accounts, maintaining direct contact with clients, insurance agents and brokers, lessors and mortgagors, and other financial institutions. As a Claims Manager, I managed the claim handling and settlement process and settled hundreds of claims, ranging from minor auto damages to large industrial fires. I was also part of many dispute resolution and mediation teams and closely coordinated with clients, agents/brokers, adjusters/solicitors, and financial institutions. I can help you with "Insurance Policy Review and Analysis" and with 'Insurance and Risk Management." I also have a passion for writing and would welcome opportunities in technical and creative writing.
- Underwriting
- Insurance
- Insurance & Risk Management
- Insurance Consulting
- Creative Writing
- Computer Basics
- Complaint Management
- Microsoft Excel PowerPivot
- Writing
- Business Management
- Management Skills
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