melissa perry

Support financial and business operations for a $276M+ financial advisory practice, managing complex workflows and generating financial reports. Identify process improvements and train colleagues on systems and procedures.

Managed financial and operational performance across a portfolio of approximately 200 properties, analyzing revenue, expenses, and key business drivers. Supported budgeting, forecasting, and variance analysis.

Analyzed and validated financial data and documentation across high-volume mortgage workflows, including income, assets, and credit. Performed quality-control reviews and partnered with loan officers, processors, and underwriters.

Managed financial and operational workflows involving accounts receivable, collections, and occupancy. Developed a structured collections process that reduced delinquency from approximately 15% to 2%.

Supported financial and operational performance for a 300+ unit residential property, including budgeting, forecasting, and KPI monitoring. Led account-analysis and collection initiatives that reduced delinquency from 4.5% to 0.5%.

Managed financial and operational activities across HOA properties, including annual budgets, financial reporting, and accounts payable. Coordinated vendor activities and performed variance analysis.

Conducted market and pricing analysis and managed transaction documentation, contracts, and compliance requirements. Coordinated stakeholders through closing.

Supported property operations through market and competitor analysis, pricing, and occupancy data. Maintained accurate operational records within Yardi Voyager.

Completed the 25-hour Georgia Real Estate Post-License Course in 2016.

Completed the 75-hour Georgia Real Estate Pre-License Course in 2014.

Attended the University of North Georgia from 2005 to 2009.