Hire the Best Underwriters in Texas

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Umair A.

Richmond, Texas

$100/hr
5.0
118 jobs

I am a licensed U.S. Certified Public Accountant (CPA) and the founder of Umair AK CPA LLC (DBA: UAK CPA), with over 15 years of experience providing accounting, audit, financial reporting, and advisory services to businesses, nonprofits, startups, and individuals throughout the United States. I specialize in delivering practical financial solutions that help clients meet compliance requirements, obtain financing, improve financial reporting, and make informed business decisions. Services Offered Audit/Review/Compilation and Agreed Upon Procedures 1) Audit, Review & Compilation Services (Commercial and Non-profits 501c3) 2) Agreed-Upon Procedures (AUP) 3) U.S. GAAP financial statement preparation and reporting CPA Letters & Certifications: 1)Investor Accreditation (Rule 506(c)) 2) Mortgage and refinancing purposes (Ownership/income verification, expense ratio, P&L etc.) 3) State licensing requirements 4) NMLS applications 5) Contract bidding requirements 6) Regulatory and compliance matters 7) Financial condition confirmations Financial Modeling & Analysis 1) Financial projections and forecasting 2) Budget and Cash flow projections or modeling 3) Business plans and lender packages 4) Ratio and trend analysis 5) Debt covenant calculations 6) Pro forma financial statements 7) Quality of Earnings (QoE) support Fractional CFO & Advisory Services 1) Financial oversight and reporting 2) KPI development and monitoring 3) Strategic financial planning 4) Lender and investor reporting 5) Financial due diligence support 6) Process improvement and financial controls Why Clients Hire Me 1) Licensed U.S. CPA and owner of a CPA firm 2) 15+ years of accounting, finance, and audit experience 3) Extensive experience with GAAP-compliant financial reporting 4) Experience working with lenders, investors, attorneys, and regulators 5) Responsive communication and timely delivery 6) Confidential and professional handling of sensitive financial information Whether you need audited, reviewed, or compiled financial statements, a CPA certification letter, financial modeling, Quality of Earnings support, financial due diligence, or ongoing CFO-level guidance, I would be happy to discuss your project and determine how I can help.

  • Financial Modeling
  • GAAP
  • Financial Accounting
  • Financial Audit
  • Accounting
  • Financial Reporting
  • Financial Statement
  • Taxes
  • Bookkeeping
  • QuickBooks Online
  • Report Writing
  • Refinancing
  • Intuit QuickBooks
Rod M.

Austin, Texas

$77/hr
5.0
72 jobs

I'm the development consultant and owner's rep who keeps your returns in mind for every decision. Developers and sponsors hire me to underwrite the deal, build and validate the budget, and take the lead during construction - and because I model an asset's IRR, I recalculate what each CO, cost overrun, and schedule slip does to your return and how we can mitigate it. Most owner's reps and cost consultants can tell you what something costs. Very few can tell you what it does to your equity multiple. I do both. 10+ years of experience bridging construction and CRE finance: - $1.2B+ in CRE transactions underwritten across 90+ multifamily, industrial, hospitality, and retail deals - $551M+ in construction cost estimates produced across all design phases - $110M+ in development loans monitored for draw management and budget oversight - AI and automation workflows that turn cost, schedule, and draw data into live reporting and on-the-fly return updates 100% Job Success | Top Rated Plus | USC Viterbi School of Engineering & USC Real Estate Finance & Development My background is unusual for this space. I started in construction - estimating $295M+ in projects at Swinerton, California's largest general contractor - then moved into CRE finance and development advisory. So I don't just model deals; I know what it actually costs to build them, where they go over budget, and how to keep construction on track once your capital is deployed. That's the whole point of how I work: the underwriting, the budget, and the field are one continuous loop, and your return is the number that drives every call I make on your behalf. I work across the full development lifecycle, structured around who you are and what you need: FOR DEVELOPERS & SPONSORS: - Acquisition underwriting and pro forma development (multifamily, industrial, hospitality, retail, mixed-use) - Development feasibility and early budgeting, with returns modeled - Conceptual and detailed construction cost estimating across all design phases - GC selection support, bid leveling, and value engineering - Fractional PM / Owner's Representative during active construction - run against your pro forma, with IRR and cash-flow impact recalculated as costs and schedule move - Change-order and budget review that reports cost, schedule, and return impact together FOR INVESTORS & FAMILY OFFICES: - Institutional-grade underwriting with detailed sensitivity analysis - Acquisition due diligence - financial and physical - Market and site feasibility studies - Custom financial modeling across all major CRE asset classes FOR LENDERS & CREDIT FUNDS: - Construction draw monitoring and fund control - Independent budget review and cost validation - Pay application analysis and construction progress verification - Rolling 12- and 18-month capital projection modeling - Pre-close construction due diligence FOR GENERAL CONTRACTORS & CRE FIRMS (AI & AUTOMATION): - Workflow automation and custom AI agents using Power Automate, Zapier, and Claude. - Procore, Monday..com, and Acumatica optimization - Dashboard and reporting buildout across estimating, PM, and accounting - Process audits and team training to cut manual work WHAT CLIENTS SAY: "Rod delivered a solid underwriting model and cost analysis that gave me a clear baseline for evaluating the project. His work was well organized and assumptions were transparent." - CRE Developer, Mixed-Use Feasibility "Very experienced construction professional... Would highly recommend due to Rod's integrity, follow-through, professionalism, and being a pleasure to work with." - Owner, Construction Administration "Rod did a terrific job for us in helping set up systems and processes to better manage our construction and capital draw oversight." - Managing Partner, CRE Credit Fund "Excellent SME who provided a lot of great insight into our industry. Will hire again when we have need." - Proptech Founder BACKGROUND: Before consulting, I spent 3.5 years at Swinerton Builders estimating and scheduling projects from $2.5M to $200M - new hospitals, high schools, retail, and parking structures - and earned two Swinerton Excellence Awards for bringing major healthcare builds in under budget. I hold a B.S. in Civil & Structural Engineering from USC. Based in Austin, TX, available for both project-based and ongoing engagements, and I reply to most messages within a few hours. Ready to discuss your next deal, project, or technology initiative? Send me a message! Rod Malyshev

  • Underwriting
  • Financial Analysis
  • Financial Modeling
  • Cost Analysis
  • Construction Management
  • Real Estate
  • Real Estate Acquisition
  • Real Estate Financial Model
  • Construction Estimating
  • Construction
  • Pre-Construction
  • Acquisitions
  • Cost Control
  • Budget Management
  • Budget Planning
Ally B.

McGregor, Texas

$65/hr
5.0
21 jobs

With a CPA license and experience as a commercial lender and also in financial accounting, I can provide a range of services including cleaning up books, real estate underwriting, and personal and business budgeting.

  • Underwriting
  • Financial Analysis
  • Bookkeeping
  • Real Estate Financial Model
  • Commercial Lending
  • Personal Budgeting
  • CPA
  • Business Plan Writing
William E.

Austin, Texas

$125/hr
5.0
26 jobs

Want to get things right the first time? When it comes to copywriting, what matters is results. Here are a few recent results I’ve helped clients achieve: 📈 B2B Website Rewrite: 39.24% higher conversion rate, 20.83% increase in organic traffic, 318% more MQLs. 📈 SEO Content Strategy: 2316.51% more impressions, 695.06% more organic traffic, over 100 new #1-#3 results in Google, 301.11% increase in ecommerce sales. 📈 Shopify Web Copy: 2 months, $630k+ revenue, 18.65% conversion rate – a 42.58% increase from the year before. 📈 Brand Positioning & Pitch Deck Copy: $184M in private investment, $16M partnership from major video game publisher. Here’s what I can help you with: 🔹 Expert-Level Copywriting + Content Writing 🔹 Keyword Research + On-Page SEO 🔹 Conversion-Optimized Website Copy 🔹 Website Information Hierarchy + User Journeys 🔹 SEO Content Strategy 🔹 Go-To-Market Strategy 🔹 Brand Narrative, Positioning + Taglines 🔹 Messaging Strategy 🔹 Direct Response 🔹 B2B Thought Leadership 🔹 Ghostwritten Bylined Articles 🔹 Video Scripts 🔹 Ad Copy 🔹 Google Ads Management 🔹 Email Funnels 🔹 Lead Magnets 🔹 Pitch Decks 🔹 OOH & Print 🔹 eBooks 🔹 White Papers 🔹 Brand Names 🔹 Case Studies Moreover, I’m reliable, responsive, a quick study, and a team player. Here’s what my clients have to say about me: ⭐ Brand Messaging Strategy: “Best in class! Wicked smart and very capable. A fount of good ideas." ⭐ Website Rewrite: “He wrote the most compelling content and went above and beyond in every aspect of the project.” ⭐ SEO Blog Articles: "William is clearly an expert in what he does and his advice and guidance has been super helpful. William has always delivered high quality work on time and been enjoyable to work with." ⭐ Keyword Research + SEO Content Writing: “William was fantastic to work with. He took the time to truly understand our business and product in order to produce a series of SEO blog articles tailored to our product's features, use cases, and audience. His writing is excellent” Whether you need web copy, ad campaigns, targeted SEO content writing, or help launching a brand from scratch – you have a choice: Send me a message, and we can do things right the first time. Or you can roll the dice. Industries I've written for: B2B▪️SaaS▪️FinTech▪️Pro Sports▪️Healthcare▪️B2C▪️Insurance ▪️Investment▪️Non-Profit▪️Manufacturing▪️App Startups▪️Finance▪️Retail▪️Food & Beverage▪️Fashion▪️AI Apps ▪️Sports Performance My work has appeared in: ThinkAdvisor ▪️ National Underwriter 360 ▪️ Workspan ▪️ Marketing Dive ▪️Industry Today ▪️ Beverage Master ▪️ Progressive Grocer Clients I've worked with: Atlanta Braves ▪️ Atlanta Vibe Pro Volleyball ▪️ Manhattan Associates ▪️ U.S. Soccer ▪️ TK Elevator▪️ S2 Cognition ▪️ InnerAthlete ▪️Beek Health▪️ SDS Industries ▪️ Jibility ▪️ Fuel Business Minded Creative ▪️ Velotee ▪️ Sprinkle▪️ Peak Asset Lending Platforms I'm good with: WordPress ▪️ Wix ▪️ Moz Pro ▪️ Yoast ▪️ HubSpot ▪️ Semrush ▪️ Surfer SEO ▪️ Google Analytics (GA4) ▪️ Google Search Console ▪️ Google Ads ▪️ Canva ▪️ MailChimp ▪️ Salesforce ▪️ Google Workspace ▪️ Microsoft Office ▪️ Asana ▪️ monday CRM ▪️ Basecamp I'd love to talk more about what you're trying to accomplish – and how we can use copywriting and marketing strategy to help you get there faster!

  • SEO Writing
  • SEO Keyword Research
  • Blog Development
  • Blog Writing
  • Freelance Marketing
  • Content Writing
  • Blog
  • Blog Content
  • Branding & Marketing
  • Copywriting
  • Marketing
  • Ebook
  • Content Strategy
  • Email Marketing
  • Web Content Strategy
Jeremy W.

Arlington, Texas

$190/hr
4.6
19 jobs

There are 3 main services I provide (in no particular order): 1. I sell my financial market analysis, research, forecasting, and education expertise to commercial enterprises If you are an entrepreneur or commercial enterprise that needs market content, trading ideas, or trading tips delivered on your website/platform, my 13 years of experience can solve that problem for you. 13 years of content experience: *Market analysis for forex, stocks, commodities, crypto *Trading tips *Financial market education *Research and analysis on crypto projects *Formats include written, video, live webinars and in-person presentations 2. I sell courses on chart reading and technical analysis to forex, commodities, stock and crypto traders. My 20 years of trading experience will help you learn: *How to determine market's trend *Technical analysis and chart reading *How to identify trading opportunities *Elliott Wave Theory (I have earned the rare Certified Elliott Wave Analyst - Masters designation [CEWA-M]) *Strategies to enter and exit the market *How to manage risk and where to place stop losses 3. I help businesses get more clients and leads online. If you are struggling with attracting the right client avatar or converting them into paid clients, then I can help you. We'll assess your online presence and discuss a plan for growth. My experience on the leadership team of a publisher reaching 2 million people monthly taught me what effective SEO, advertising, copywriting, and funnels look like so we can implement what you need within your business. We'll strategize on: *Your website *SEO *Advertising *Funnel engagement tools like bucket.io *Email nurture sequences Once the strategy is in place, I'll set these up so you can continue focusing on being the Subject Matter Expert of your business!

  • Financial Analysis
  • Google Analytics
  • Finance & Accounting
  • Technical Analysis
  • Cryptocurrency
  • Market Analysis
  • Teachable
  • Forex Trading
  • Online Writing
Thomas L.

Dallas, Texas

$75/hr
5.0
1 jobs

Commercial real estate professional with 5+ years of experience. - Deal underwriting - Modeling and cash flow projections - Due diligence - Market analysis - Asset Management - All property types including: multifamily, office, industrial, retail, single-family, mixed-use, condos, hotels, mobile home parks, IOS

  • Underwriting
  • Accounting
  • Acquisitions
  • Asset Management
  • Modeling
  • Argus
  • Real Estate Acquisition
  • Real Estate
  • Real Estate Financial Model
  • Real Estate Investment Assistance
  • Real Estate Business Plan
  • Real Estate Closing

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