About Brian
Key Achievements
- Led FP&A function for $1B+ asset portfolio, including rebuild of monthly financial package as well as overseeing, budgeting, forecasting, and strategic planning processes to support business objectives and drive financial performance
- Built detailed long range planning models, performed valuation analysis, and prepared comprehensive due diligence reports highlighting key findings and investment considerations
- Developed and maintained monthly financial models and analytics to assess business performance, analyze key performance indicators (KPIs), and provide insights to drive operational efficiency and profitability
- Implemented a new file sharing system that helped reduced closing and reporting process by 5 business days
Technology Expertise
- NetSuite
- Excel
- Oracle ERP Systems
- IBM Cognos/TM1
- Yardi
Education
- University of Southern California, MBA
- University of Southern California, MRED
- University of California – Santa Barbara, BA
- CPA (Inactive), State of California
Previous Companies
- Deloitte
- Unibail-Rodamco-Westfield
- The Picerne Group
- The Previti Group
- CBRE Global Investors