Financial Analyst

JOB SUMMARY

Provides assistance in the coordination and execution of all real estate transaction activities for a defined portfolio of properties on behalf of our corporate clients. Prepares and presents detailed and multifaceted financial modeling and valuation analysis, including lease vs buy, balance sheet considerations and profit and loss statements. Assists with transaction management activities and portfolio planning, helping clients to strategize, assess, and implement occupancy needs.

ESSENTIAL DUTIES AND RESPONSIBILITIES Assists with project initiation and scope definition, prioritization of assignments, and adherence to client driven priorities, commitments, and milestones. Drafts and creates a large variety of detailed analyses and relevant documents, including but not limited to: project initiation, market comparable reports, Requests for Proposals (RFPs), proposal comparison packages, letters of intent, and broker's opinions of value. Incorporates data from multiple sources to generate reports, ensuring accuracy and data integrity in project reporting for Portfolio Planning and Transaction Management teams. Assists with the coordination of all transaction activity (commissionable and non-commissionable), and accounting for all savings results achieved on behalf of clients. Prepares and presents financial analysis results for Portfolio Planning and Transaction Management projects. Understands how to calculate book and cash flow projections, NPV (net present value), and/or IRR (internal rate of return) to enable clients to make more informed decisions. Manages and supports Corporate Real Estate systems involving tracking lease information, property values, capital expenditures, rental rates, and real estate assignments. Will be required to work with LeaseCalcs and spreadsheet models, and be able to extract historic rents and depreciation schedules from client accounting systems. Other duties may be assigned.

When and what level

SUPERVISORY RESPONSIBILITIES

No formal supervisory responsibilities in this position. Provides assistance and oversight such as technical guidance, and/or training to coworkers as required. May lead project teams and/or plan, and supervise assignments of lower level employees.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and EXPERIENCE

Bachelor's degree (BA/BS) from four-year college or university and a minimum of two to four years of related experience and/or training.

CERTIFICATES and/or LICENSES Real Estate Salesperson license preferred.

COMMUNICATION SKILLS

Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers and an aptitude for working and collaborating in a consensus-driven environment. Ability to effectively present information.

FINANCIAL KNOWLEDGE Requires advanced knowledge of financial terms and principles. Conducts advanced financial analysis - with a particular focus on spreadsheet modeling and a firm understanding of corporate accounting and real estate financial underwriting techniques.

REASONING ABILITY Ability to comprehend, analyze, and interpret complex documents. Ability to solve problems involving several options in situations. Requires advanced analytical and quantitative skills.

OTHER SKILLS and/or ABILITIES Advanced skills with Microsoft Office Suite and/or Google Workplace products.

SCOPE OF RESPONSIBILITY Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause significant impact to client, co-workers, and supervisor.