Felipe Silva
Finance Leader | Multi-Asset Portfolios | GAAP
- Role
- Investor Relations Manager at Lee & Associates Cincinnati
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Felipe Silva
Finance Leader with 10+ years of experience in real estate and multi-asset portfolios.I lead accounting and financial operations for complex real estate portfolios, supporting ownership, investors, and executive teams with accurate reporting, strong internal controls, and actionable financial insights.Currently responsible for end-to-end accounting and reporting for portfolios exceeding 7.1M square feet, including healthcare, MOB, self-storage, office, commercial, and warehouse assets. My work directly supports cash flow management, capital calls, distributions, audits, and strategic decision-making.Key areas of expertise:• GAAP financial reporting (BS, IS, CF)• Month-end, quarter-end, and year-end close• Cash flow forecasting, capital calls & distributions• Budgeting, variance analysis (Actual vs Budget, YoY, QoQ)• CAM reconciliations, lease administration & rent billing• Portfolio consolidation & intercompany accounting• Audit leadership (Big 4: KPMG & Deloitte)• Investor and board-level reportingTechnology: Yardi | SAP | Advanced ExcelI am currently targeting Controller, Director of Finance, or Senior Property Accounting roles, with openness to broader finance leadership opportunities beyond real estate in the f••••••••@gmail.com
Experience
Investor Relations Manager
Jul 2025 — Present · Cincinnati, OH, US
Led the rollout of the investor portal JUNIPER SQUARE;• Manage and maintain Investor Subscription Agreements, ensuring accuracy, compliance, and secure organization within the Investor Portal;• Serve as the primary point of contact for investors, providing ongoing investor communications, relationship management, and timely responses to inquiries;• Coordinate capital contributions (capital calls) with investors in connection with new acquisitions, investment closings, and portfolio expansions;• Oversee and execute quarterly distributions, ensuring accurate calculations and timely payments;• Prepare, organize, and distribute required investor documentation, including ownership statements and Schedule K-1 tax documents;• Support fundraising and acquisition activities by ensuring seamless onboarding of new investors and efficient capital deployment processes.
Education
FK Partners
Financial modeling & Valuation
2018 — 2018
Universidade Presbiteriana Mackenzie
Specialization, Controller
2019 — 2019
Uninove - Universidade Nove de Julho
Bachelor of Applied Science - BASc, Accounting
2011 — 2014
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