Real Estate Analyst
John A. Caprio
Clifton, NJ 07013 • ------------ • ------------
------------/in/john-caprio-mba/
REAL ESTATE ANALYST
REAL ESTATE ANALYSIS & VALUATION ? OPERATIONAL STRATEGIES & DELIVERY ? PROCESS IMPROVEMENTS
Experienced Analyst with proven track record of conducting real estate and financial analysis. Expertise in creating analytical and forecasting models, monitoring and reviewing financial performance, and generating statistical reports. Proficiency in identifying process improvements and driving positive change, implementing internal controls, and designing process efficiencies. Collaborate with all members to achieve and surpass objectives.
Key Skills & Competencies
Real Estate Analysis| Valuation • Acquisitions • Negotiation • Problem Solving • Financial Modeling
Forecasting • Performance & Change Management • Budgeting • Strategic Planning & Execution • Project Management
Innovative Solutions & Improvements • Risk Management • Teamwork & Leadership • Communication • Deal Creation
PROFESSIONAL EXPERIENCE & SELECTED ACHIEVEMENTS
HUDSON COUNTY SURROGATE’S COURT, Jersey City, NJ 2015 – Present
Financial Analyst
Administer research and analysis in development and execution of $1.5MM budget; develop detailed spreadsheets to track/forecast departmental and salary spending; assist in annual planning process, providing analysis and strategic recommendations; prepare summary reports and attend meetings alongside senior management with the county finance department and freeholders regarding the annual budget. Oversee daily revenue reconciliation, monthly and annual revenue reports, and correct all bookkeeping discrepancies. Set up and maintain accounts in financial accounting system; review and process all documents for guardianships and withdrawals of Intermingled Trust Fund accounts.
• Enhanced revenue tracking process through development of streamlined spreadsheet.
• Attained $45K annual savings by restructuring work schedules and increasing efficiency; improved client visit times.
• Identified $32K of unused salary appropriations by designing detailed tracking and forecasting spreadsheets on salary spending in alignment with budget.
• Discovered interest underpayment from bank and saved $16K through effective research and analysis.
BACIA REALTY (Part-Time), Woodland Park, NJ 2009 – Present
Real Estate Analyst and Realtor Associate
As Real Estate Analyst, conduct financial analysis on all potential real estate transactions; ensure property purchases and sales meet criteria for returns/income potential; utilize spreadsheet programs and research strategies. As Realtor Associate, represent buyers and sellers in real estate transactions with home inspections, appraisals, and loan procedures. Negotiate and execute contracts, purchase agreements, and leases. Prospect, schedule appointments, and prepare comparative analyses; design customized marketing plans for clients.
• Increased quality lead generation of off market properties / distressed owners through application of new research platforms.
• Enhanced valuation of all real estate property types through development of universal spreadsheet form; streamlined valuation process.
MONTCLAIR STATE UNIVERSITY SCHOOL OF BUSINESS, Montclair, NJ 2012 – 2014
Graduate Research Assistant, Management Department
Provided key assistance to Management Department Professors with research on various topics including business management and social entrepreneurship. Conducted statistical analysis and data entry for course evaluations and surveys; assessed data from comparable universities. Organized and managed department’s social media accounts.
Montclair State University School of Business, Graduate Research Assistant, Management Department, continued…
• Improved evaluation process of examination results by designing new excel document; illustrated statistical results of students’ answers with various options.
• Participated as speaker at open houses and orientations to prospective MBA students regarding school’s cohort based program and associated benefits.
CLUB KO EDGEWATER, Edgewater, NJ 2008 – 2012
Operations Manager
Oversaw daily operations involving sales, customer service, purchasing, accounting, and inventory management; supervised 12 team members including hiring and training. Developed and implemented strategic business plan; administered budgeting, payroll, bookkeeping, collections, and contract management. Performed analysis of revenues and expenses; supplied recommendations for enhancements; fostered and maintained relationships.
• Elevated membership sales by leading marketing campaigns containing web and social media ads, print, direct mailings, and coupons.
• Raised revenue streams 25% by launching sales of quality equipment, apparel, and refreshments.
• Delivered training sessions with team members on operations and customer service; conducted daily instructional sessions with clients on exercise programs.
ABERCROMBIE & FITCH, Rockaway, NJ 2006 – 2008
Assistant Manager
Managed store activities including sales, customer service, marketing, bookkeeping, inventory, and vendor management. Supervised up to 100 team members involving recruiting, training, scheduling, payroll, and performance management. Aligned team members with priorities for optimal operational efficiency; monitored and analyzed trends and conducted forecasting. Built and managed relationships and partnerships.
• Consistently exceeded sales goals through relationship building, training, performance management, and ensuring optimal service provision by all team members.
• Lowered inventory shrinkage 20% by executing loss prevention strategies.
• Developed staff members into management roles through coaching and mentoring.
• Performed training sessions with team members on sales techniques, customer service, and operations.
Prior Experience: Financial Advisor at Ameriprise Financial Services, Paramus, NJ (2005 – 2006)
EDUCATION & CREDENTIALS
Master of Business Administration; Dual Concentration: Finance and Accounting (Summa Cum Laude)
Montclair State University, Montclair, NJ
Bachelor of Science in Business Administration; Concentration: Finance (Magna Cum Laude)
Drexel University, Philadelphia, PA
Certification ? License ? Exams
County Administrator Certification, Center for Government Services, Rutgers University
Real Estate License, State of New Jersey • Actuary Exam P/1 and FM/2
Technical Proficiencies
Microsoft Office Suite (Excel, Word, PowerPoint, Access, Outlook) • Bloomberg Professional
Argus • QuickBooks • Multiple Listing Services • Online Tax Prep Software • Bluestone Case Management
Application Xtender Document Manager • Guardian Financial Accounting System (GFAS)
Memberships
Dante Alighieri Society of Jersey City • Enterprise #31 Masonic Lodge • Hippocrates Renaissance Lodge #304
John A. Caprio
Clifton, NJ 07013 • ------------ • ------------
------------/in/john-caprio-mba/
REAL ESTATE ANALYST
REAL ESTATE ANALYSIS & VALUATION ? OPERATIONAL STRATEGIES & DELIVERY ? PROCESS IMPROVEMENTS
Experienced Analyst with proven track record of conducting real estate and financial analysis. Expertise in creating analytical and forecasting models, monitoring and reviewing financial performance, and generating statistical reports. Proficiency in identifying process improvements and driving positive change, implementing internal controls, and designing process efficiencies. Collaborate with all members to achieve and surpass objectives.
Key Skills & Competencies
Real Estate Analysis| Valuation • Acquisitions • Negotiation • Problem Solving • Financial Modeling
Forecasting • Performance & Change Management • Budgeting • Strategic Planning & Execution • Project Management
Innovative Solutions & Improvements • Risk Management • Teamwork & Leadership • Communication • Deal Creation
PROFESSIONAL EXPERIENCE & SELECTED ACHIEVEMENTS
HUDSON COUNTY SURROGATE’S COURT, Jersey City, NJ 2015 – Present
Financial Analyst
Administer research and analysis in development and execution of $1.5MM budget; develop detailed spreadsheets to track/forecast departmental and salary spending; assist in annual planning process, providing analysis and strategic recommendations; prepare summary reports and attend meetings alongside senior management with the county finance department and freeholders regarding the annual budget. Oversee daily revenue reconciliation, monthly and annual revenue reports, and correct all bookkeeping discrepancies. Set up and maintain accounts in financial accounting system; review and process all documents for guardianships and withdrawals of Intermingled Trust Fund accounts.
• Enhanced revenue tracking process through development of streamlined spreadsheet.
• Attained $45K annual savings by restructuring work schedules and increasing efficiency; improved client visit times.
• Identified $32K of unused salary appropriations by designing detailed tracking and forecasting spreadsheets on salary spending in alignment with budget.
• Discovered interest underpayment from bank and saved $16K through effective research and analysis.
BACIA REALTY (Part-Time), Woodland Park, NJ 2009 – Present
Real Estate Analyst and Realtor Associate
As Real Estate Analyst, conduct financial analysis on all potential real estate transactions; ensure property purchases and sales meet criteria for returns/income potential; utilize spreadsheet programs and research strategies. As Realtor Associate, represent buyers and sellers in real estate transactions with home inspections, appraisals, and loan procedures. Negotiate and execute contracts, purchase agreements, and leases. Prospect, schedule appointments, and prepare comparative analyses; design customized marketing plans for clients.
• Increased quality lead generation of off market properties / distressed owners through application of new research platforms.
• Enhanced valuation of all real estate property types through development of universal spreadsheet form; streamlined valuation process.
MONTCLAIR STATE UNIVERSITY SCHOOL OF BUSINESS, Montclair, NJ 2012 – 2014
Graduate Research Assistant, Management Department
Provided key assistance to Management Department Professors with research on various topics including business management and social entrepreneurship. Conducted statistical analysis and data entry for course evaluations and surveys; assessed data from comparable universities. Organized and managed department’s social media accounts.
Montclair State University School of Business, Graduate Research Assistant, Management Department, continued…
• Improved evaluation process of examination results by designing new excel document; illustrated statistical results of students’ answers with various options.
• Participated as speaker at open houses and orientations to prospective MBA students regarding school’s cohort based program and associated benefits.
CLUB KO EDGEWATER, Edgewater, NJ 2008 – 2012
Operations Manager
Oversaw daily operations involving sales, customer service, purchasing, accounting, and inventory management; supervised 12 team members including hiring and training. Developed and implemented strategic business plan; administered budgeting, payroll, bookkeeping, collections, and contract management. Performed analysis of revenues and expenses; supplied recommendations for enhancements; fostered and maintained relationships.
• Elevated membership sales by leading marketing campaigns containing web and social media ads, print, direct mailings, and coupons.
• Raised revenue streams 25% by launching sales of quality equipment, apparel, and refreshments.
• Delivered training sessions with team members on operations and customer service; conducted daily instructional sessions with clients on exercise programs.
ABERCROMBIE & FITCH, Rockaway, NJ 2006 – 2008
Assistant Manager
Managed store activities including sales, customer service, marketing, bookkeeping, inventory, and vendor management. Supervised up to 100 team members involving recruiting, training, scheduling, payroll, and performance management. Aligned team members with priorities for optimal operational efficiency; monitored and analyzed trends and conducted forecasting. Built and managed relationships and partnerships.
• Consistently exceeded sales goals through relationship building, training, performance management, and ensuring optimal service provision by all team members.
• Lowered inventory shrinkage 20% by executing loss prevention strategies.
• Developed staff members into management roles through coaching and mentoring.
• Performed training sessions with team members on sales techniques, customer service, and operations.
Prior Experience: Financial Advisor at Ameriprise Financial Services, Paramus, NJ (2005 – 2006)
EDUCATION & CREDENTIALS
Master of Business Administration; Dual Concentration: Finance and Accounting (Summa Cum Laude)
Montclair State University, Montclair, NJ
Bachelor of Science in Business Administration; Concentration: Finance (Magna Cum Laude)
Drexel University, Philadelphia, PA
Certification ? License ? Exams
County Administrator Certification, Center for Government Services, Rutgers University
Real Estate License, State of New Jersey • Actuary Exam P/1 and FM/2
Technical Proficiencies
Microsoft Office Suite (Excel, Word, PowerPoint, Access, Outlook) • Bloomberg Professional
Argus • QuickBooks • Multiple Listing Services • Online Tax Prep Software • Bluestone Case Management
Application Xtender Document Manager • Guardian Financial Accounting System (GFAS)
Memberships
Dante Alighieri Society of Jersey City • Enterprise #31 Masonic Lodge • Hippocrates Renaissance Lodge #304