Michaela Boone

Michaela Boone

Career Preparation Fellow

Followers of Michaela Boone1000 followers
location of Michaela BooneAtlanta, Georgia, United States

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  • Timeline

  • About me

    CFO & COO at terra alma - retail + f&b real estate

  • Education

    • University of North Carolina at Chapel Hill

      2012 - 2016
      Bachelor’s Degree Finance, Spanish

      Activities and Societies: Alpha Kappa Alpha Sorority, Inc., Sigma Alpha Lambda, National Residence Hall Honorary, Buckley Public Service Scholar, National Society of Leadership and Success

  • Experience

    • Management Leadership for Tomorrow

      Jul 2014 - May 2016
      Career Preparation Fellow

      •Selected as one of 230 for an 18-month professional development program for high-achieving diverse talent.•Complete business case studies and intensive projects to hone analytical, quantitative, and communication skills.•Participate in four conferences hosted by industry leaders, such as Citi, Google, Credit Suisse, Deloitte, and Target

    • AQR Capital Management

      Jun 2015 - Aug 2015
      Infrastructure Intern

      Client Administration intern tasked to reconcile and report errors between third party and internal data in order to provide investors with accurate quarterly updates.• Standardized the reporting process for prospective investors by creating a pipeline log and central documentation system.• Analyzed and recommended methods of reducing operational risk by interviewing employees, analyzing survey results, and creating a graphic representation of controls within firm.

    • Wells Fargo

      Jun 2016 - May 2021

      • Execute financial analysis and modeling for a portfolio of nine investment grade borrowers, comprised of $3Bn in loan commitments• Develop strong working relationships with clients and other internal lines of business to ensure open communication and improved understanding of the borrower’s operating performance, business needs, and industry trends • Present quarterly internal performance reviews to credit committee managers regarding the ongoing health of each borrower relationship • Meet numerous concurrent deadlines, evaluate borrower’s risk profile, and adhere to regulatory and compliance stipulations Show less •Closed 6 multi-million dollar transactions within the first six months totaling $5.7Bn in syndicated transaction volume•Performed complex financial modeling on a portfolio of one private and 16 public REITs, comprising of $2.2Bn of loan commitments originated by Wells Fargo, and recommend potential business opportunities based on company performance and market environment•Composed borrower financial reviews and internal credit memorandums focused on the borrower’s adjusted net worth, leverage, liquidity, and other key risk factors, including cash flows and ability to service debt•Presented quarterly internal credit reviews to portfolio managers regarding the ongoing health of each REIT relationship Show less • Analyzed financial statements and Form 8609s to ensure compliance with Low Income Housing Tax Credit (LIHTC) regulations• Computed quarterly conversion analyses to compare borrower actuals with initial underwriting and further forecast ongoing performance• Engaged vendors to facilitate ordering and analyzing of third-party reports, including tax returns, appraisals, property condition reports, environmental reports, consent requests, disbursement requests and costing analyses• Executed waterfall analyses to project payoff at time of deal exit, as well as any adjustments resulting in tax credit recapture Show less • Spread financial statements for transitional properties to assess borrowers’ compliance with loan covenants• Assessed the ongoing financial performance of properties within the loan portfolio and compared the actual performance to the lender underwriting, appraisal, and borrowers’ projections• Prepared deal reviews for CMBS loans in order to assist asset managers in evaluating the health of a securitization• Complied comparable and relevant market data by utilizing the CoStar and REIS property databases Show less

      • Assistant Vice President | Global Trade and Receivable Finance - Portfolio Manager

        Aug 2019 - May 2021
      • REIT Finance Group - Credit Analyst 2

        Jun 2018 - Aug 2019
      • Low Income Housing Tax Credit Group - Credit Analyst 1

        Jun 2017 - Jun 2018
      • Commercial Mortgage Servicing - Financial Analyst

        Jun 2016 - Jun 2017
    • Terra alma

      May 2021 - now

      In addition to my brokerage efforts, I will also serve as CFO & COO of terra alma. I am excited to manage our daily operations, implement our new hire training program, and improve our processes and procedures. Since 2016, Michaela has developed a true passion for all things real estate. She has viewed the industry from many angles including lending, investing, and advisory. Michaela’s love for people, numbers, and food fuel her zeal to go above and beyond to deliver for clients. She loves finding new eateries, discovering local brands, and fostering relationships with the community.

      • Chief Operating Officer

        Jan 2024 - now
      • Senior Associate

        May 2021 - Jan 2024
  • Licenses & Certifications

    • Bloomberg Terminal Certification

  • Honors & Awards

    • Awarded to Michaela Boone
      Ernest Mayo Undergraduate Award Kenan-Flagler Business School May 2014 Scholarship which awarded 60% of Study Abroad Fair to Heredia, Costa Rica
  • Volunteer Experience

    • Language Tutor

      Issued by La Isla on Sept 2014
      La IslaAssociated with Michaela Boone