Sr. Financial + Investments Analyst

ESSENTIAL FUNCTIONS:

• Provide financial modeling support to other departments as assigned including (but not limited to): investment projects (development or acquisitions), expense review, capital expenditure proposals, etc.
• Participate in department and organization projects and initiatives as assigned.
• Conduct ad-hoc management reporting and analysis as assigned.
• Assist in the preparation of investment committee materials.
• Act as a liaison between Asset Management and Development Team for underwriting opportunities.
• Responsible for the quarterly forecasting and reporting processes for assigned properties.
• Coordinate with Asset Management and Accounting to gather and summarize budget inputs and review for accuracy.
• Consolidate data including revenue, net operating income (NOI), occupancy, etc. in order to prepare reports to support forecast for earnings.
• Monitor assigned portfolio risks, yields, NAV, etc. to benchmarks/targets.
• Present portfolio reviews to asset management.
• 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 -  Commercial real estate finance related training preferred.

Professional Experience -

• 3-6 years of relevant experience.
• Specific finance experience in the real estate industry preferred.
  

Computer Skills -  

• PC proficiency including Microsoft Office applications (Word, Excel, PowerPoint, Outlook, etc.) and ability to learn company specific software.
• Ability to adapt to new or changing software programs.
• Experience utilizing financial analysis software preferred, e.g., ARGUS Enterprise, Yardi Forecast Manager, Yardi Valuation Manager.
• Experience creating complex excel models is 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: $90,000 - $105,000

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.

Salary : $90,000 - $105,000