Prepare financial and legal document abstracts to be used for dispositions, acquisitions, and tax planning, including deals involving tax credit projects (LIHTC, HTC, BCP, master leases, and state & local tax incentive programs.
October 12, 2022
Understanding client needs and identifying Regions products and services, or other unique, actionable ideas that can help clients achieve their goals.
November 27, 2022
Review and interpret web statistics and transactional data (via Adobe Analytics and Tealeaf) with the objective of identifying trends, correlations, and user behavior supporting business analysis efforts and provide actionable recommendations and information to optimize acquisition, engagement, conversion and revenue.
January 03, 2023
Provide project management support for various team initiatives, developing and monitoring cross-functional work plans, project timelines, data/resource requirements, and specific steps/benchmarks.
January 07, 2023
Performs month-end close procedures, including the communication and coordination with internal customers, preparation and recording of financial and statistical journal entries, completion of balance sheet reconciliations, and review of various financial reports.
January 12, 2023
Create discounted cash flow models, as well as conduct market and transaction comparable analysis, based on input from business leaders and senior Corporate Development professionals while identifying key assumptions and scenarios, analyzing the results, and providing meaningful insights.
March 20, 2023
Participate in executive briefing meetings with Steering Committee, Integration Leads, workstream leaders and Executive Leadership team (C Suite) for executive briefing, decision making, and escalation.
March 23, 2023
Development and management, while simultaneously applying their analysis experience managing his or her own complex business projects to reach the best outcomes for the customer and the business.
March 25, 2023
Demonstrate ability to manage tight deadlines and prioritize workloads with a high degree of accuracy and minimal supervision in a fast pace environment.
April 13, 2023
Assist in the development of corporate, property and portfolio level financial models, reports, graphs, metrics and other analysis, including LIHTC LP buyouts, dispositions, and corporate & investor level tax projection preparation.
May 16, 2023