Senior Financial Analyst at Jobot
San Diego, CA 92122
About the Job
This Jobot Job is hosted by: Sean Driscoll
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $90,000 - $100,000 per year
A bit about us:
An established commercial real estate company with an international portfolio of properties is seeking to hire a Senior Financial Analyst. This position will play a [pivotal role in working with the VP of Finance and other key decision-makers to oversee the analysis, acquisitions, and monthly, quarterly and annual reporting.
Why join us?
Job Details
Job Details:
Job description
Company Overview
To better support our FP&A Department and the anticipated doubling of our portfolio over the next few years, Westcore is looking for an experienced Corporate FP&A Analyst, Senior FP&A Analyst, or FP&A Associate.
Position Summary
This position will focus on aspects related to real estate corporate finance, asset management, and investor reporting with leadership and mentorship responsibilities. This includes providing investment analysis and valuations of currently owned properties to asset management, leading the budget and reforecast process, maintaining cash flow models of company assets, and preparing investor reports of the performance of each fund to our capital partners. A candidate will have a strong analytical and quantitative background as well as polished written and verbal communication skills with a desire to develop managerial experience in real estate FP&A.
Core Roles & Responsibilities
PRIMARY DUTIES: (The below list is not comprehensive, and priorities will change on a day to day basis)
Desired Skills And Experience
MISSION
Utilize our expertise and experience to recognize market inefficiencies, quickly deploy capital and talent to act on opportunities, deliver superior outcomes to stakeholders, and strive for excellence in everything we do.
CORE VALUES
Westcore values its employees and works to create an environment where professional and personal growth can be achieved. We look for motivated individuals who share our commitment to excellence. Our employees are supported by an environment where mentoring is encouraged, and where tools and resources to succeed are readily available. Our company lives by its values, treating each other with respect and consideration at all times.
Integrity: We behave ethically, honestly and respectfully.
Excellence: We execute brilliantly. We are accountable for our performance and deliver high quality results.
Teamwork: We are a group of people with diverse talents working to produce positive synergistic results.
Balance: We work hard while embracing our commitment to family, friends and community.
Commitment: We foster a culture of service, responsiveness, accountability, and professionalism.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $90,000 - $100,000 per year
A bit about us:
An established commercial real estate company with an international portfolio of properties is seeking to hire a Senior Financial Analyst. This position will play a [pivotal role in working with the VP of Finance and other key decision-makers to oversee the analysis, acquisitions, and monthly, quarterly and annual reporting.
Why join us?
- Lots of room for growth
- Hybrid work environment
- Competetive compensation
Job Details
Job Details:
Job description
Company Overview
To better support our FP&A Department and the anticipated doubling of our portfolio over the next few years, Westcore is looking for an experienced Corporate FP&A Analyst, Senior FP&A Analyst, or FP&A Associate.
Position Summary
This position will focus on aspects related to real estate corporate finance, asset management, and investor reporting with leadership and mentorship responsibilities. This includes providing investment analysis and valuations of currently owned properties to asset management, leading the budget and reforecast process, maintaining cash flow models of company assets, and preparing investor reports of the performance of each fund to our capital partners. A candidate will have a strong analytical and quantitative background as well as polished written and verbal communication skills with a desire to develop managerial experience in real estate FP&A.
Core Roles & Responsibilities
- Provide investment analysis for assets under management by maintaining property cash flow models in Argus and evaluating the financial impact of strategic decisions both at the property and company levels.
- Support and/or lead the company’s budget and reforecast process coordinating with all departments to determine future revenue projections and capital needs and providing property and investor level reporting of performance.
- Prepare or solely responsible for quarterly valuation models of company assets using discounted cash flow models and Argus.
- Support the preparation of investor reports to our capital partners which include monthly and quarterly
PRIMARY DUTIES: (The below list is not comprehensive, and priorities will change on a day to day basis)
- Respond to any request from capital partners as it relates to the future property cash flow, capital needs, and valuations.
- Provide investment analysis on decisions related to leasing and capital expenditures.
- Provide operations team internal reporting and resources that provide useful transparency on property level assumptions and performance.
- Prepare executive team with a portfolio snapshot and monthly dashboard of properties for each venture.
- Update property cash flows in Argus to help inform how strategic decisions impact the business plan.
- Assist in the onboarding of new acquisitions into asset management by preparing property level reporting to the operations team.
- Track historical performance of assets updating financial models and present findings and KPI’s to the executive team and make recommendations on maximizing returns.
Desired Skills And Experience
- BA/BS degree in Finance, Real Estate, Economics, Math, or a related field
- Graduate degree, CFA, or CPA is preferred
- Advanced proficiency in Excel. Experience in PowerBI is a plus.
- Yardi or Argus experience preferred.
- 2+ years of commercial real estate, investment management, or financial analysis experience.
MISSION
Utilize our expertise and experience to recognize market inefficiencies, quickly deploy capital and talent to act on opportunities, deliver superior outcomes to stakeholders, and strive for excellence in everything we do.
CORE VALUES
Westcore values its employees and works to create an environment where professional and personal growth can be achieved. We look for motivated individuals who share our commitment to excellence. Our employees are supported by an environment where mentoring is encouraged, and where tools and resources to succeed are readily available. Our company lives by its values, treating each other with respect and consideration at all times.
Integrity: We behave ethically, honestly and respectfully.
Excellence: We execute brilliantly. We are accountable for our performance and deliver high quality results.
Teamwork: We are a group of people with diverse talents working to produce positive synergistic results.
Balance: We work hard while embracing our commitment to family, friends and community.
Commitment: We foster a culture of service, responsiveness, accountability, and professionalism.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
90,000 - 100,000 /year
