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Jose Miguel Medina | CRE Analyst

Location: Mexico City, Mexico

Compensation range discussed: $1,000 - $1,500

LinkedIn Profile | Email: josemiguelmedina99@gmail.com | Phone: +52 271 139 0992

Schedule Availability (EST): 12:00 pm - 10:00 PM

Earliest date he could join if receiving an offer: As soon as needed.

Summary

Real Estate Account Analyst with 4+ years of US-based real estate accounting experience at Gatsby FL (Miami) and Nelson Communities (NYC), managing multi-property portfolios across commercial, residential, retail, and marina assets in Florida markets, including Boca Raton, Palm Beach, and Miami. His core responsibilities at Gatsby FL encompass accounts receivable, CAM reconciliations and estimates, lease abstraction, lease renewals, utility billbacks, tenant billing, and delinquency management. He reduced delinquency to a 95% on-time payment rate by the 5th of each month and restructured a previously disorganized CAM reconciliation process into a fully documented, clean workflow. At Nelson Communities, he handled full-cycle accounting, including bank reconciliations, P&L review, and payroll across multiple entities. Proficient in AppFolio (advanced), QuickBooks, Claude AI, Canva, PowerPoint, and Adobe. No direct experience creating OMs or BOVs.

Meet José

This video from our screening interview provides a look into José’s background and experience:

Candidate Snapshot

US-Based Real Estate Experience

• 4+ Years of US Real Estate Accounting Experience: Has worked exclusively for US-based real estate companies since January 2022 — first at Nelson Communities (NYC, remote) and currently at Gatsby FL (Miami), accumulating over four years of direct, hands-on experience in the US real estate sector.

• Multi-Asset Class Exposure: At Gatsby FL, manages accounting across a mixed portfolio that includes commercial, residential, retail, and marina properties, requiring fluency across different lease structures, billing methodologies, and tenant profiles.

• Tenant-Facing Lease Administration: Handles full-cycle lease administration, including lease abstraction, rent roll validation, lease renewals, move-ins/move-outs, and delinquency management across a multi-property portfolio at Gatsby FL.

• CAM Reconciliation Ownership: Solely responsible for CAM reconciliations, CAM estimates, utility billbacks, and OpEx management across all properties, including tenant communications and backup documentation.

• Accounts Receivable KPI: Achieved a 95% on-time payment rate by the 5th of each month, a performance metric tied to a direct bonus at Gatsby FL.

• Prior NY-Based Accounting Role: At Nelson Communities (a mobile home communities company based in New York), performed full-cycle accounting, including bank reconciliations, P&L review, payroll, accounts payable/receivable, and property manager coordination — fully remote.

Education

• Bachelor's Degree in Accounting and Finance (Title in Process) | Universidad Anáhuac de Puebla, Mexico (2019–2023)
• Financial & Accounting Certification | Brainnest – Business Finance Industry Training, Germany (2021)

Tools & Technologies

• Accounting & Property Management: AppFolio (Advanced), QuickBooks (Intermediate), Adobe (Intermediate)
• Productivity & Reporting: Microsoft Excel / Google Sheets (Intermediate), Microsoft PowerPoint / Google Slides (Intermediate), Canva (Intermediate)
• AI Tools: Claude AI (Intermediate) — actively used to generate presentation templates and reports, connected to Canva, PowerPoint, and Adobe
• Other: Jira (Basic)

Key Qualifications & Highlights

• Self-Initiated Process Overhaul: Upon joining Gatsby FL, he independently identified a systemic breakdown in the CAM reconciliation process — specifically the absence of invoice documentation and audit trails. Without being directed to do so, he implemented a structured backup and documentation methodology that transformed a disorganized, tenant-contested process into a clean, question-free workflow by year two. This demonstrates both operational ownership and proactive problem-solving in a real estate accounting environment.

• AI-Integrated Workflow in a Live Real Estate Operation: Unlike candidates who cite AI familiarity theoretically, he is actively running a Claude AI-based workflow in his current role — generating sales reports, tenant notices, and presentation templates with Claude connected to Canva, PowerPoint, and Adobe. He maintains a human review layer on all AI-generated output, reflecting a mature, practical approach to AI-assisted production.

• Bilingual Communication Across a Multi-Tenant Portfolio: As the primary point of contact for all tenant communications at Gatsby FL — by phone, email, and in-person meetings — he operates bilingually (Spanish/English) across a commercially and residentially mixed tenant base, including direct interaction with CFOs of banks and corporate subtenants. This gives him a stakeholder-management profile that goes beyond back-office accounting.

• Delinquency Management with Measurable Results: Developed and implemented an individualized tenant outreach approach to manage late payments, achieving a 95% collection rate by the 5th of each month — a result that earned him a performance bonus, indicating formal recognition of his contribution by Gatsby FL's leadership.

• Cross-Sector Real Estate Accounting Breadth: His experience spans commercial tenants (banks, corporations), residential tenants, a marina (slip/berth holders), and a retail plaza (restaurants, shops) — giving him a broader operational lens than candidates with exposure to a single asset class.

Screening Interview — Key Observations

• No OM/BOV Experience — Confirmed Gap: When directly asked about Offering Memorandums and Broker Opinion of Values, he acknowledged he had not worked with either. He noted familiarity with loan packages at a high level (understanding that properties require lender financing), but stated he does not work directly with them. This is a material gap for a CRE Analyst role centered on deal materials.

• Active AI User with a Defined Workflow: He currently uses Claude AI as his primary tool for creating presentations and templates, with Claude connected to Canva, PowerPoint, and Adobe. He described a prompt-driven workflow where he provides the content and numbers, and uses AI to generate structure and format, followed by manual review and editing. He emphasized that AI output always passes through a human review layer before delivery.

• Proactive Process Improvement: He identified and independently flagged a breakdown in the bank reconciliation and CAM reconciliation processes at Gatsby FL early in his tenure — specifically, the absence of invoice documentation and backup records. He took the initiative to implement a structured documentation methodology, which resulted in a significantly smoother CAM reconciliation cycle in subsequent years and was not an instruction from management.

• Self-Assessed Strengths: He identifies his core strengths as accounts receivable management, CAM reconciliation, tenant communication, and process organization. He mentioned receiving a performance bonus tied to achieving the 95% on-time payment rate, indicating measurable accountability in his role.

• Motivated by AI Integration: He expressed genuine enthusiasm for roles that combine real estate operations with AI-driven workflow automation, noting that he is already applying this at Gatsby FL and views this as his differentiating direction professionally.

• Compensation Concern — Schedule vs. Pay: He flagged that the proposed monthly compensation feels slightly low relative to the 10-hour daily / 50-hour weekly schedule, though he indicated openness to proceeding and discussing it further at a later stage.