Financial Analyst

POSITION SUMMARY:

Responsible for developing, maintaining, and providing financial information, plans and projections utilizing knowledge of financial theory. Responsible for coordinating the property and department level budgeting process as well as the quarterly forecast for assigned properties. Collaborate with management to understand and explain variances to the original budget quarterly. Collaborate with management to identify risks and opportunities for assigned properties.

ESSENTIAL FUNCTIONS:

• Responsible for the coordination of the annual operating budget for assigned properties.

• Coordinate with field management and accounting to gather and summarize budget inputs and review for accuracy.

• Compile and review inputs to prepare annual operating budgets.

• Monitor assigned portfolio risks, yields, NAV, etc. to benchmarks/targets.

• Present portfolio reviews to asset management.

• Responsible for the quarterly forecasting and reporting processes for assigned properties.

• Participate in quarterly meetings to recommend forecast revisions and update budget accordingly.

• Consolidate data including revenue, net operating income (NOI), occupancy, etc. in order to prepare reports to support forecast for earnings.

• Provide financial modeling support to other departments as assigned including (but not limited to): expense review, capital expenditure proposals, investment projects, etc.

• Participate in department and organization projects and initiatives as assigned.

• Conduct ad-hoc management reporting and analysis as assigned.

• Provide financial support to asset management including modeling lease alternatives, evaluating capital alternatives, property level earnings before interest and tax (EBIT), etc.

SECONDARY RESPONSIBILITIES:

• Provide training as requested related to the budget process.
• Perform other job-related duties as assigned.

QUALIFICATIONS:

Education- Bachelor's Degree in Finance, Accounting, Economics or other related field.

Further Training- Real estate finance related training preferred.

Professional Experience -

• 2-5 years of relevant experience.
• Specific finance experience in the real estate industry preferred.

Mobility- N/A

Other Requirements -

• Requires knowledge of financial planning and analysis and/or forecasting and budgeting.
• Ability to analyze business conditions.
• Ability to define problems, research, collect and analyze data.
• Strong analytical, written/oral communication and interpersonal skills.
• Strong customer service orientation for internal clients.

Pay Range: $75,000 - $100,000

CDP proudly offers to all employees working a minimum of 30 hours per week market-leading health benefits including medical, dental, vision and prescription, etc.