Walnut Creek, California, United States
Financial Analyst with 8+ years of experience supporting commercial real estate, property management, and nonprofit organizations through budgeting, forecasting, financial modeling, variance analysis, and accounting operations. My background combines strong financial analysis capabilities with deep expertise in commercial real estate finance, including CAM reconciliations, budgeting, financial reporting, lease analysis, and portfolio performance review. I have partnered with property management, and executive leadership teams to deliver actionable insights that improve financial performance and support strategic decision-making. Throughout my career, I have worked with organizations including CBRE, The Golden Rain Foundation, and various consulting clients, supporting budgeting initiatives, financial reporting, dashboard development, process improvements, and operational planning. Technical expertise includes Excel, Yardi, Power BI, Tableau, NetSuite, SAP, Sage Intacct, QuickBooks, DCF modeling, IRR analysis, forecasting, and financial performance reporting. CAFM | CCAM | Fluent in Spanish I highly value: • Working with people who demonstrate both warmth and intellectual rigor • Continuous learning and improvement • Careful listening and clear communication
Developed a financial budget model adopted across seven property locations, while managing expense reviews for 250+ operating costs across two Class A commercial properties. Supported CAM reconciliation reviews for multiple tenants, researched regulatory changes with vendors, and maintained clear financial documentation and reporting schedules to ensure accuracy and transparency.
Supported accounting operations, donor relations, tax record management, and fundraising initiatives while assisting with month-end close activities and investor outreach efforts.
Own annual CAM reconciliations for a 13-property commercial real estate portfolio, partnering closely with property management and leadership on budgeting, forecasting, and variance analysis. Serve as a primary finance point of contact for CAM estimates, reconciliations, and tenant communications, while producing utility, expense, and vendor performance reports to support cost control. Manage accruals, lease abstraction, expense reporting, and close calendars to ensure timely, accurate financial reporting in Yardi. Provided accounting and financial reporting support for healthcare clients, ensuring accuracy, compliance, and timely reporting in regulated environments.
Hired through a board member referral, I successfully assisted the CEO/CMO in meeting the Form 990 tax deadline, despite the demanding workload and tight schedule. My adaptability and initiative were evident as I quickly learned new healthcare systems and regulations, applying my accounting and finance expertise to reconcile past years and ensure accurate current-year data. Additionally, I provided valuable support to key stakeholders such as Directors of Operations and Business Development. With a background in managing 82 annual reports in real estate, I found particular joy in contributing to this healthcare endeavor. Witnessing the tangible impact of financial data on improving mental health outcomes underscored the significance of my work. I'm eager to continue leveraging my skills and passion within this rewarding industry.
I recently became certified in CAFM, Certified Association Financial Management and CCAM, Certified Community Association Manager. With gratitude, I was fortunate to be able to take a break and focus on exploring what I wanted to pursue next professionally, and to enjoy time with my family. I spent this time completing professional development. Besides getting certified, I published 4 VIzzes on Tableau Public, and completed a LinkedIn Learning Path on Business Intelligence. Now, I am refreshed and ready to work.