Finance and Acquisitions Leader

Lead full-cycle acquisitions for multifamily, industrial, and necessity-based retail assets across the NYC metro and Tri-State area. Source on- and off-market deal flow, build advanced Excel models, structure capital stacks, and prepare IC materials. Manage broker relationships and pipeline tracking across 100+ opportunities.

Run the full acquisition pipeline for an SBA-focused independent sponsor targeting lower middle-market service businesses. Own deal sourcing, financial screening, IC memo preparation, LOI drafting, and due diligence coordination.

Directed financial planning for ultra-luxury hospitality developments, including Four Seasons Hotels & Residences. Led budgeting, forecasting, variance analysis, return modeling, and fundraising analysis for multiple developments.

Built underwriting models for U.S. development and investment opportunities. Created investor-facing materials to support capital raising and collaborated with acquisition, development, and legal teams on deal execution.

Managed Oracle EBS 11 ERP system for multiple European branches and directed monthly and annual financial closing activities. Led migration from Oracle EBS 11 to R12 with zero downtime.

Consolidated annual budgets and five-year P&L forecasts for Brazilian operations. Directed monthly financial analysis and reporting to Canadian headquarters and managed CapEx tracking across multiple projects.

Provided board-level financial reporting across three entities and served on financial committees. Automated KPI reporting via BI integration to accelerate analysis and improve governance transparency.

Managed end-to-end monthly billing for 260+ retail tenants using Oracle ERP. Developed annual budgets and financial forecasts and streamlined billing workflows through dynamic modeling and variance analysis.

Performed financial modeling for concession rebalancing, PPP structures, and M&A due diligence. Secured R$87M in BNDES funding by delivering rigorous financial models and supporting negotiations.