
Senior Real Estate Financial Analyst
6 days ago
A skilled Real Estate Analyst is needed to drive business growth and inform strategic decisions. As a key member of the finance department, you will work closely with senior management to prepare accurate funding reports, create comprehensive liquidity statements, and analyze multifamily market trends.
Detailed Tasks- Weekly Funding Report: Prepare timely and accurate funding reports for senior leadership.
- Monthly Reports: Develop comprehensive liquidity statements, monitor compliance, and analyze multifamily market trends.
- Quarterly/Year-end Loan Compliance Reporting: Create detailed reports for major lending partners.
- Quarterly Ground Lease Reporting: Ensure timely reporting and variance analysis for ground lessees.
- Yardi Reports: Generate customized reports for asset managers, property managers, and other stakeholders.
- Loan Financing/Refinancing: Coordinate loan requests, prepare underwriting, and review closing documents.
- Yearly Budget: Assist in budget preparation, training, and review for multifamily, general ledger, and office suites.
- 1031 Exchange: Identify replacement properties, calculate tax implications, and maintain property tax basis.
- Acquisitions/Dispositions: Manage due diligence, closing documents, and exchange setup.
- Summary Of Acquisitions, Dispositions, Financing And 1031 Exchanges: Maintain a comprehensive summary of company transactions.
- Property Tax Basis: Update property tax basis on a quarterly basis.
- LoanBoss: Ensure accuracy and maintain loan information in LoanBoss.
- Special Reports: Prepare ad-hoc reports as requested by senior management.
- Bachelor's degree in real estate, finance, and/or accounting preferred.
- MBA degree a plus.
- 2-5 years of experience in real estate asset management and/or acquisitions.
- Experience with top consulting firms or financial institutions.
- Advanced Excel modeling skills required.
- Strong quantitative and analytical skills.
- Excellent organizational, time management, verbal, and written communication skills.
- Ability to generate high-quality work product under tight deadlines.
- Unquestionable integrity and ethics.
A competitive salary, comprehensive benefits package, and opportunities for professional growth within an entrepreneurial real estate investment group.
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