Jordan Copeland

Experience

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  Sunrise Wealth Management

  Jan 2015 - May 2015

  Financial Advisor Internship

  - Client account set-up and maintenance- Proactively service client accounts- Manage client communication through Redtail CRM- Prepare and schedule client account review- Research and monitor portfolio model allocation

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  The Geneva Foundation

  Aug 2015 - Oct 2017

  - Analyze reports by comparing revenue and expenses to the notices on the awards- Submit financial reports and invoices to the sponsoring agency per terms and conditions of the award- Review all re-classes to verify the allowability of the cost transfer- Determine timing of when to submit advance payments to sponsors- Collaborate with team members of the ERP Committee during system implementation- Create and test financial reports to present complex data to team members - Manage bank account and credit card reconciliations- Prepare financial activity reports for multiple departments- Facilitate the billing process- Develop continual process improvements for growing department- Assist in the creation of training plans and guidance documents- Collaborated with team members on ERP implementation

  • Grants and Contracts Accountant

    Apr 2016 - Oct 2017

  • Accounting Specialist

    Aug 2015 - Mar 2016
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  Intracorp Homes

  Nov 2017 - now

  - Develop and sustain investor and lender relationships- Form investment vehicles for new business line while working with attorneys to ensure compliance- Present complex execution strategies to the investment committee and potential investors- Analyze term sheets and negotiate loan terms to select lender that is best fit for project- Optimize budgeting procedures to scale new business line- Head corporate initiatives to standardize processes and reporting- Lead the hiring process for new analysts Show less - Create, analyze and review proformas, budgets, cash flows and other financial models- Model debt and equity structures to maximize project returns and mitigate risk- Work closely with the acquisitions team, assess real estate acquisition and investment opportunities - Support the underwriting, marketing, due diligence and closing of project loans and JV partnerships- Provide financial analysis and related support to operational units to inform development decisions- Participate in various capital markets initiative and special projects- Research and monitor developments in financial markets- Manage the loan closings and financial management for new business line in company portfolio, while establishing and maintaining an efficient loan closing process from acquisition to loan closing Show less - Prepared accurate project financial reports for internal and external stakeholders, including budgets, draw requests, financial statements, and waterfall distributions- Managed construction loan draw process for portfolio of projects with budgets ranging as high as $250MM- Assisted with the preparation of year-end financial statements and the annual audit- Responsible for the financing and reporting requirements for assigned project entities, prioritized tasks accordingly- Consistently produced ad hoc projects outside primary scope of work including template documents and processes Show less

  • Finance Manager

    Oct 2023 - now

  • Capital Markets Associate

    Jun 2021 - Sept 2023

  • Project Accountant

    Nov 2017 - May 2021