KPMG

• Led a high-profile public engagement with direct client contact, and participated in executive leadership meetings
• Initiated and proposed a schedule of changes to Senior Management to promote greater audit quality
• Developed Comparable Transaction Analysis for Senior Management to use within executive-level discussions
• Oversaw and mentored teams of 1-2 staff members, and organized project meetings with cross-functional teams
• Analyzed financial models for North American commercial properties, assessing for valuation and potential impairment

Senior Accountant

• Clientele includes insurance, financial services, manufacturing, technology, pharma, and retail operating entities
• Exceeded utilization expectations, achieving 106% in FY20 (80% target) and 98% in FY19 (75% target)
• Led a $729M multinational manufacturing engagement for 1 term, streamlining tasks and provided mentorship to 1 team member
• Oversaw and mentored 5 international audit team members, to outperform budgetary expectations by 19% 
• Analyzed 7 engagement budgets of up to $200K, providing budgetary cost-saving recommendations to Senior Management (Managers or Senior Managers typically perform this task)
• Directed semi-weekly meetings with the CFO and Controller of a $49M public financial services entity
• Consulted with a $1.3B P&C insurer, to propose and implement a $4M financial adjustment

Associate, Assurance

Great-West Life

• Completed 100+ loan reviews and performed valuations for retail, office, industrial, and residential assets
• Initiated and generated a financial model, providing management with an assessment of KPIs over the company's portfolio
• Delivered due diligence and comparable transaction analysis directly for the Vice President and national mortgage origination team
• Initiated and built a financial model to assess 12 REITs and interpret the entity’s long-term risk exposure

Summer Student, Commercial Mortgage Investments

University of Manitoba

Curriculum grader for a Masters level course, while in the process of completing an undergraduate degree

MBA & MFin Course Grader

I turn senior professionals and entrepreneurs into peak performers to accelerate growth and maximize results 🚀 On a mission to level up 10M+ high achievers 🏆 Queen Elizabeth II Diamond Jubilee Medal Recipient 🏅

Hey there, I'm Jamie Rakhra. Welcome to my LinkedIn page!

I'm an entrepreneur currently building my business! Throughout my career, I have exposed myself to a diverse set of opportunities and challenges that have shaped me into who I am today.

My top proficiencies are:
   ● Strong Analytical and Technical Acumen
   ● Results-Driven Nature
   ● Adaptability

Additional skills include: Leadership, Strategy, Project Management, Coaching, Critical Thinking, and Stakeholder Engagement. 

Follow me for key insights and lessons that I've learned to help accelerate your career!

Twitter: @JamieRakhra

Jamie Rakhra

Headway Capital Investments

Director of Investor Relations

Blue Oak Capital

•	Execute business development strategies to new potential investors and clients to screen for alignment & investment capacity. Lead the outsourcing of lead-funnel creation and strategy to attract new investing clients.
•	Build and manage CRM email nurturing campaigns to keep potential investing clients warm. Cold call leads who fall into our funnel; regularly nurture warm leads through email/call/text/networking.
•	Lead rebranding strategy to position the company for strong 2023 growth. 
Accomplishments:
•	Grew CRM database from 120 investors to 2300 investors in 24 months through networking.
•	Increased average investment amount in 24 months. 
•	Helped the firm raise retail equity from investor clients, leading to strategic partnerships.
•	Recognized among peers as having industry-leading brand presence and marketing expertise.
•	Optimized average investment from Limited Partners by $19k.
•	Served as an SME on Client Relations and Email Marketing. 
•	Implemented new sales processes, including customer follow-up sequences and email automation drip campaigns.

Partner, Investor Relations & Business Development 

Blockhouse Coffee & Kitchen

•	Led business planning for a commercial coffee bar and kitchens within a budget before construction. 
•	Managed P&L, budgeting, cost controls, and all café financials & performance on a weekly basis and implemented strategies for improvement.
•	Designed and implemented all drink and menu recipes to align with cost-of-goods goals.
•	Developed all training materials; led recruitment and onboarding strategies, including, Baristas & Café Managers. 
•	Handled community outbound and inbound requests to generate local brand loyalty.
Accomplishments:
•	Grew café from one location to two locations (March 2020) and sales 50% YoY from 2018-2019, 
•	Optimized sales growth by 35% from 2019 to 2021 YoY.
•	Implemented COGs tracking system to improve costs and menu pricing. 
•	Built all training materials to lay a foundation for growth.
•	Developed and implemented a CRM system to improve all community relationships.

Partner, Director of Operations

Raising Cane's Chicken Fingers

•	Managed P&L, budgeting and cost controls, forecasting strategies for a $5Million in AUV achieving operational goals.
•	Directed Leadership Team (6+ Managers) on all operational objectives. 
•	Developed and implemented community outbound and inbound requests to generate local brand loyalty and sales growth.
•	Improved relationships in the community leading to top 10 positioning in system sales out of 400+ locations.
Accomplishments:
•	Built most seasoned management team in the entire restaurant system (average tenure of 5+ years). 
•	Achieved ranking in the Top 10 in restaurant sales out of  400+ locations.
•	Increased sales growth from <$2m in AUV to $4.8m in 10 years through strategic relationship building in the community with schools, churches, local businesses & government agencies.

Operations Advisor

General Manager

Operations Manager

Shift Manager

Fry Cook & Cashier

“Cash Flow Is King” | I help busy professionals upgrade their lifestyle & achieve financial independence through commercial real estate investing

In 2018, I got into real estate and thought I could create passive income all on my own. 

Boy was I wrong...

I learned that to generate passive income, you have to work with a team. So I joined one. 

I'm Brian, Director of Investor Relations at a Houston-based real estate private equity firm with over $500mm of AUM. 

We’re a rockstar team that's been trusted with over $100mm of capital from investors just like you.

I help busy, high-income professionals put their money to work in smart, risk-adjusted real estate investments.

My mission is to help others build passive income with real estate to help them leave a legacy they can be proud of.

I'm driven by one of my favorite quotes, "cash flow is king, but relationships are gold."

We first seek to understand each investor's unique story & goals… then we find cash-flowing investment opportunities that align with their goals. 

Each month, we invite new members to join our private Investor's Club exclusively for high-income, accredited professionals.

If you're interested in joining, follow the link in my "Featured" section. Once you apply, we'll schedule a quick consultation call to see if you're a good fit for our firm. 

If you're a busy, high-income W2 professional, successful business owner, or someone looking to 1031 exchange your portfolio into a passive position, let's talk! 

Happy Investing,
Brian

taplio

The Battle

Jamie Rakhra

Brian Alfaro 🏢☕

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