William Neri

Team (Finance & Operations) Manager; Associate Broker @ Berkshire Hathaway HomeServices California Properties

About

With nearly a decade at Berkshire Hathaway HomeServices California Properties and prior experience at CBRE, I bring a rare combination of commercial real estate expertise and executive-level financial leadership to every engagement.As Team (Finance & Operations) Manager and Associate Broker, I oversee all finance operations, transactional support, and brokerage advisory activities for a top Southern California office. I've also served as Chief Financial Officer for both a national nonprofit organization and a residential/commercial construction firm — giving me a 360-degree perspective on how capital, operations, and strategy intersect.My work spans industrial, commercial, and investment property transactions, corporate real estate advisory, financial modeling, budget management, and team leadership. I'm equally comfortable in the boardroom and on the ground closing deals.Educated at UC Berkeley's Haas School of Business. Fluent in English, Spanish, and French — a distinct advantage in serving the diverse Los Angeles market.If you're looking for a trusted advisor to help navigate a complex transaction, optimize your real estate portfolio, or bring financial discipline to your organization — let's connect.📧 Reach me via LinkedIn message or through Berkshire Hathaway HomeServices California Properties.

Country

United States

City

Downey

Industry

Financial Services

Skill

Real Estate Investment Portfolio Management, Operations Management, Lease Negotiations, Corporate Finance, Brokerage Management , Budget Management, Real Estate Transactions, Investment Properties, Financial Analysis, Microsoft Excel, Investments, Inventory Management, A/R Management, Revenue Analysis, Forecasting, Data Management, Microsoft Office, CAFM, CAD, Real Estate

Experience

Team (Finance & Operations) Manager; Associate Broker

Berkshire Hathaway HomeServices California Properties

2016-7 - Present · 10 yrs 3 mos

Downey, California, United States

Administered all Finance Operations, Transactional Support, & Brokerage Advisory Activities for a top 2 commercial brokerage group within the firm. Provided strategic personnel and operations leadership for all day to day business activities + key principal/stakeholder support as/where needed. Implemented new, robust cloud based financial controls+ automated reporting systems, while also developing standardized reporting workflows and hierarchies. Developed annual operating budgets and forecasted FY personnel/workforce plans. Completed all statutory reports, tax, compliance, and other legal/required reporting as/where needed.

Chief Financial Officer (National Director of Finance)

Lambda Theta Phi Latin Fraternity, Inc.

2018-7 - 2020-8 · 2 yrs 2 mos

Parsippany, NJ

Lead established 501(c)(7) non-profit organization's key finance executive role (second only to National President/CEO), directly overseeing all accounting, financial, tax, and other pertinent administrative, legal, & governance matters. Oversaw 140+ national, regional, state, and local entities/affiliates, providing key guidance and policies directly impacting operations and day to day key management duties.

Chief Financial Officer-Corporate Controller

Green Panda Homes

2019-12 - 2020-7 · 8 mos

South Gate, California, United States

Chief Financial Officer/Corporate Controller Role - Provided key consultative and advisory services for a residential/commercial construction firm with a class "B" General Building Contractor's License (CA CSLB Lic. No. 1031772). Developed and implemented new, company-wide finance/accounting/corporate treasury processes for Founder/CEO/General Partners. Prepared firm business case and short/long term operating & personnel plans and well as key governance/reporting/financial safeguards. Streamlined and established new, key business processes metrics such as new bid, estimating, and project financial & billing management as well as related operational workflows. Implemented firm wide/standardized cost & pricing structures. Authored new firm templates for new customer & project bids, project tracking workflow tracking sheets, pre-populated contract templates & addenda, and all customer deliverable templates. Administered new cloud based workflow systems & client invoicing/contract portals. Establish key executive and personnel compensation plans/bonus structures.

Senior Financial Analyst

CBRE

2015-7 - 2016-7 · 1 yr 1 mo

San Francisco, California, United States

Provided consultative corporate real estate services for McKesson Corporation, a Fortune 5 healthcare client based out San Francisco, CA. Supported CBRE’s onsite Global Workplace Solutions team, helping manage a $16M annual budget, spread across 4 service lines (Project Management, Transaction Management, Facilities Management and Portfolio Administration Services). Provided extensive support to the Project Management team for all fee budgets, timesheets & fee invoice matters.

Financial Analyst

CBRE

2014-4 - 2015-7 · 1 yr 4 mos

San Francisco, California, United States

Rotational Intern - Finance, Transactions & Portfolio Management Departments

CBRE

2012-6 - 2014-4 · 1 yr 11 mos

San Francisco, California, United States

Selected for a rotational development program within the Finance, Transactions, and Portfolio Management departments at McKesson. Offered and transitioned into a full time Finance role at the conclusion of the rotational internship, post graduation.