Financial Planning and Analysis

• Assist in researching property records, tax liens, deeds, foreclosure notices, and auction schedules.
• Compile and analyze market data, ownership history, and potential return on investment.
• Monitor trends and provide regular updates on investment opportunities.
• Assist in preparing and organizing all required documents for property acquisitions.
• Coordinate with attorneys, title companies, and municipalities to ensure compliance with regulatory requirements.
• Track deadlines for auctions, redemptions, and filings.
• Support the management and tracking of existing investment properties.
• Maintain accurate records of transactions, holdings, and returns.
• Assist with reporting on performance metrics and investment outcomes.
• Manage databases, spreadsheets, and digital filing systems to ensure accuracy and accessibility.
• Prepare summaries, presentations, and reports for leadership and investors.
• Support the Specialist in daily operations, scheduling, and project management tasks.

Real Estate Investment Specialist

Senior Financial Accountant – EST Working Hours

CFO Associate

Executive Assistant – Finance Industry

Finance Manager

Finance Director