Financial Analyst

POSITION SUMMARY:

The Financial Analyst is responsible for creating and maintaining complex financial models, pro formas, budgets and forecasts, as well as preparing actual-to-budget analyses, and other ad hoc reports as requested by Senior Management. The Financial Analyst will have a thorough knowledge of generally accepted accounting practices (GAAP) and experience assisting in due diligence.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Asset Management

• Create and maintain complex financial models for asset management.
• Create and review performance reports, budgets and forecasts, as well as prepare actual-to-budget analyses.
• Create other ad hoc reports as requested.

• Acquisitions

• Analyze investment opportunities and markets as well as formulate strategy options.
• Review of due diligence reports and other transaction documents to ensure consistency with underwriting.
• Assist in preparation of internal investment committee memoranda, including various supporting schedules, and other presentations materials.

SUPERVISORY RESPONSIBILITIES:

• No supervisory responsibilities are required for this position.

REQUIRED JOB KNOWLEDGE, SKILLS AND ABILITIES:

• High aptitude for quantitative and financial analysis.
• Manage multiple priorities in a timely and professional manner with strong attention to detail with limited supervision.

Demonstrate commitment to integrity, company values, customer-focus, and established policies and procedures.

Read and interpret financial reports, market comps, engineering reports, construction documents and specifications, contracts, owners’ association documents, and other related work documents.
Ability to learn and use customer relationship management software including Builders CMS,

customer service software including New Star, Track-it and any other company based software. High proficiency in Microsoft Office (Word, Excel, Outlook, Power Point).

Effectively and professionally communicate (in oral and written form) with internal and external customers.  Must be able to work and communicate with Project Managers, Peers and Senior Management

EDUCATION AND/OR EXPERIENCE:

• Bachelor’s Degree required; preferred in Finance or Accounting.
• CPA or MBA preferred, but not required.
• Minimum of two years related experience in a similar position, preferably with a high volume builder.

WORKING ENVIRONMENT:

Fast-paced, growth-focused and dynamic team environment with multiple priorities, stringent accuracy requirements and strict deadlines.