● Analyze and present monthly/quarterly financial packages for 5 class A office assets and 1 medical asset, including review of KPIs (e.g.
Fund NAV, Total return, expense control, budget vs. actuals, cash flow, and asset allocations)
● Collaborate with cross-functional teams, including property management, AP, AR, and Cash Management
● Led a team of 3 in high-profile fund-level workpaper for a diverse portfolio of 65 industrial assets across 192 properties within deadlines
● Improved month-end close process resulting in a 10% time saving by streamlining General Ledger closing activities
● Conducted budget variance reviews, identifying cost-savings directly contributing to 12% expense reduction
● Manage the annual year-end reconciliation process, and resolved financial escalations with a 95% success rate
● Partnered with JLL GPT Team within the AI Pathfinder group to enhance operational processes utilizing GPT technology, focusing on
optimizing client finance workflows.