Budget Development 

• Creation of ground-up operating budget(s), leading & overseeing annual budget process, and/or review of budgets for completeness, accuracy and reasonableness.

Reforecast 

• Provide quarterly review of pass financial performance to assist in determination of future projections for investor cash flow reporting purposes and expectations.

Financial Analysis of Portfolio/Property Level Results

• Analyze income statement & General Ledger and their congruence with budget and proforma expectations.  Includes reviewing proper coding of income and expenses for accurate reporting, confirming ancillary budgeted income received, and providing recommendations for cost reduction or income production.             

Contract Review and Negotiation

• Review in-place contracts to ensure terms are being adhered to according to agreement leading to potential cost savings or income production.  Provide contract negotiation for term renewal or new contracts with the focus on favorable terms for promisee.  

Fraud Investigation 

• Spearhead investigation of suspected fraud at the site level to assist with uncovering potential employee theft or proving out innocence.

Management Agreement Review 

• Represent owner or Management Company to ensure participating parties are adhering to and abiding by terms of the agreement leading to potential savings in fee to owner.