Teams at Cresa Phoenix

Leads budgeting, forecasting, management reporting, and financial performance analysis. Partners with executives and business leaders to evaluate results, risks, opportunities, and operational drivers. Develops executive summaries, financial models, reporting packages, and standardized processes across regional markets. Supports annual operating plans, quarterly forecasts, business reviews, financial systems improvements, automation, and strategic decision-making while collaborating with accounting and business finance teams.

Lead transaction and portfolio initiatives for commercial real estate clients, providing analytics, lease review, financial reporting, negotiation coordination, and client presentations. Ensure transaction accuracy, manage documentation and revenue tracking, develop analytics/models, and support strategic portfolio planning and due diligence.

Lead end-to-end commercial real estate transactions for complex client portfolios, including site selection, financial analysis, negotiations, zoning/entitlements, acquisitions, dispositions, and portfolio transaction strategy while managing stakeholders and internal/external teams.