Jon Dulaney
- Role
- Asset Manager at Medcore Partners
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Jon Dulaney
Over 4.5 years of experience in asset management and financial analysis, currently…
Experience
Asset Manager
Oct 2021 — Present
Asset Management • Monthly and Quarterly financial review and analysis • Compare financial performance to underwriting and operating budgets. • Model full lifecycle financial analysis for projects/assets in the portfolio. • Track and monitor cash positions for each asset/portfolio • Draft monthly and quarterly investor reports. • Assist with the development and analysis of annual operating budgets. • Loan covenant compliance and tracking Acquisitions • Prepare market and initial site analysis, including trends, competition reports, and general site information. • Review/apply NIC data, KPIs and current data from existing assets to underwriting metrics and improve accuracy. • Review financial model efficiencies (closing costs, inputs on payroll, insurance, real estate taxes etc.) • Assist with Market analysis, competitor information, and demographic research on new acquisitions. • Assist in preparation of investor packages, capital request summaries, and offering memorandums.
Skills
- Microsoft Excel
- Financial Analysis
- Financial Accounting
- Budgets
- Real Estate
- Accounting
- Training
- Financial Reporting
- Gaap
- Quickbooks
- Auditing
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