Job Description
Description:
The purpose of this job description is to communicate the duties and responsibilities associated with the position of Financial Analyst. While the following information should be considered a comprehensive description of the position, it should also be noted that some duties and responsibilities may not be specifically addressed.
The Financial Analyst will be responsible for the essential aspects of commercial real estate corporate finance, including budgeting, forecasting, reporting, and creating actionable analytics. The Financial Analyst is a trusted partner providing analytical advice to all departments, driving strategic decision-making, and ensuring continued growth.
Job Responsibilities
· Develop and prepare Financial Reporting Packages for Management, Board and Ownership
· Support tax planning and compliance efforts
· Build and maintain complex cash flow projection models, forecasts, and Five-Year Business Plan
· Compile quantitative analysis of budgeted, actual, and projected cash flows
· Develop financial planning models, collect market data, and identify benchmarks to support the real estate decision-making process
· Research and apply critical thinking to industry trends, competitors and current events to provide relevant business insights
· Produce ad hoc financial analysis at the property, corporate, and family office levels as requested
· Interact closely with senior management and others in a collaborative manner
· Prepare quarterly debt covenant compliance certificate
· Create process documentation, including write-ups and flow charts
· Managing clerical duties, including insurance applications, census surveys, and various tax documents
Requirements:· Bachelor’s degree in accounting, finance or real Estate
· 2-5 years of experience in Real Estate, Finance or Accounting
· Track record with financial modeling, including detailed financial statement analysis, budgeting, forecasting, and performance metrics
· Proficient in Excel and other Microsoft Office products
· CPA/MBA a plus
· Yardi experience a plus
· Ability to work on multiple projects with accuracy and efficiency, while keeping deadlines
· Strong verbal and written communication skills
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