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Financial Analyst

Financial Analyst

Timothy Jon & AssociatesMilwaukee, WI, US
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Job Description

Job Description

Company Overview :

As one of the region's leading commercial real estate firms, our client has been experiencing unprecedented growth, and they are looking to add to their team. This mid-sized company delivers to their clients in way that exceeds expectations.

This nationwide developer offers a vibrant work culture where they carefully select their team members based on skills, integrity and a passion for their business. Exceptional company culture that fosters innovation and empowers all team members to act as leaders by providing the opportunities, training, and tools vital to achieving a successful and meaningful career. This client offers Industry-leading compensation and benefits packages including premiere company paid medical plan, 401(k) with company match and company provided life and disability insurance.

Position Summary :

The Financial Analyst is responsible for conducting financial analysis, modeling, and market research to support real estate investment, development, and asset management decisions. This role involves evaluating financial performance, assessing risks, and providing insights to maximize profitability and efficiency in real estate transactions.

Key Responsibilities :

Financial Modeling & Analysis :

Develop and maintain financial models for real estate investments, acquisitions, developments, and dispositions.

  • Conduct discounted cash flow (DCF) analysis, IRR, NPV, and ROI calculations.
  • Analyze operating statements, rent rolls, and expense reports to assess property performance.

Market Research & Due Diligence :

Conduct market research to evaluate economic trends, property values, and competitive landscapes.

  • Analyze demographic data, rental rates, occupancy trends, and potential investment opportunities.
  • Assist in the due diligence process for acquisitions and dispositions, including lease reviews and risk assessments.

    • Investment & Asset Management Support :

    Prepare investment memos, presentations, and reports for internal stakeholders and investors.

  • Support asset management teams by tracking financial performance and recommending strategies for optimization.
  • Monitor loan covenants and financial metrics to ensure compliance with financing agreements.

    • Budgeting & Forecasting :

    Assist in preparing budgets, financial forecasts, and variance analyses for real estate assets.

  • Identify areas for cost savings and revenue maximization within real estate portfolios.

    • Stakeholder Collaboration :

    Work closely with acquisitions, development, finance, and property management teams to support strategic decision-making.

  • Communicate financial insights and recommendations to senior management and investors.

    • Qualifications & Skills :

  • Education : Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field. MBA or CFA designation is a plus.
  • Experience : At least 2 years of experience in real estate finance, investment banking, private equity, or asset management.
  • Technical Skills :

    • Proficiency in Excel, financial modeling, and real estate underwriting techniques.

  • Experience with real estate software such as ARGUS, CoStar, or Yardi is preferred.
  • Familiarity with financial reporting, GAAP, and real estate valuation methods.
  • Soft Skills :

    • Strong analytical, problem-solving, and critical-thinking abilities.

  • Excellent written and verbal communication skills.
  • Ability to manage multiple projects and meet deadlines in a fast-paced environment.
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    Financial Analyst • Milwaukee, WI, US