Financial Analyst

2 months ago

Carlsbad, United States Capstone Advisors Full time

Job Title: Financial Analyst


Company: Capstone Advisors


Location: Carlsbad, CA


Capstone Advisors is looking for an experienced real estate Financial Analyst to join our team. Now in our 28th year of business, we continue to be an entrepreneurial and innovative company offering a variety of interesting projects to work on. Our multi-state portfolio includes retail, industrial, office, and land for residential and commercial development. The position is in the office at least four days per week with the option to work one day remotely and is based in the Company’s beautiful Carlsbad, CA headquarters.


The Financial Analyst will play a crucial role in assisting senior management in maximizing the investment performance of each asset, including evaluating and assisting in the acquisition, disposition, and potential development of assets. Additionally, this position will gain exposure to asset/portfolio management, property management, and leasing. Specific responsibilities include:


Acquisition/Development/Disposition/Financing Responsibilities

·      Assist in data collection required for acquisition financing and refinancing.

·      Assist in acquisition underwriting, including preparing Argus and Excel cash flow models.

·      Research lease and sales comparables, including use of Co-Star and discussions with brokers.

·      Assist in completing financing/refinancing of assets providing financial analysis and coordinating due diligence efforts.


Corporate/Portfolio Reporting

·      Prepare periodic company, portfolio, and asset reports.

·      Review monthly property financial reports for accuracy and sufficiency of information.

·      Review and analyze annual operating and capital budget assumptions prepared by property managers.

·      Prepare periodic cash flow forecasts and valuations.


Miscellaneous

·      Ad hoc analysis as requested from investors or senior management.      

·      Assist in process improvement automation initiatives in financial analysis and financial reporting.


A successful team member will feel comfortable diving into the financial details of complex real estate assets without losing sight of the big picture. An aptitude for technology and a genuine interest in using technology to improve underwriting and reporting efficiency, consistency and accuracy will be paramount. We are looking for candidates that have the capacity to work on multiple projects at once and can manage multiple deadlines that may overlap. Additionally, we are looking for someone who has the following qualifications:


·      2+years of real estate financial analysis (retail real estate experience preferred).

·      Bachelor’s degree (accounting or finance preferred).

·      Graduate degree (MBA or a master’s in real estate) is a plus.

·      Proficiency and recent working experience with Argus (required) and Yardi (preferred).

·      Working knowledge and advanced use of Excel.

·      Highly organized and the ability to work independently.

·      Ability to gather and manipulate data from various sources for use in analyses and reports.

·      A positive team-player able to work with others to achieve results.

·      A strong work ethic and in alignment with Capstone’s Core Values (see below).


Our Culture and Core Values:

Our culture is especially important to us, and its foundation is our Core Values. We spend considerable time and effort to ensure these values are at the forefront of how we operate. Our Core Values include:


· We strive for successful outcomes through detailed planning and thoughtful execution. We analyze and learn from prior efforts.

· We are open-minded to change and strive for constant improvement.

· We value meaningful work, we recognize contributions, embrace growth and value balance.

· We empower team members and seek feedback. We value open communication and clear goal setting.

· We work as a team knowing that collaboration leads to better decision making.

· We are fair, honest, and accountable. Always.


If this role at Capstone is of interest to you, please send a cover letter and resume to Tambra Wayne at wayne@capstoneadvisors.com. We look forward to hearing from you


For more information about Capstone Advisors, visit www.capstoneadvisors.com

Job Type: Full Time hybrid position working at least 4 days in the office, one day remotely

Industry: Real Estate

Reports to: Director of Acquisitions

  • Salary Range: $80,000 to $100,000 per year, with a discretionary bonus

  • Financial Analyst

    3 weeks ago

    Carlsbad, United States Adidas America, Inc. Full time

    Leads all financial aspects of Marketing expenses and Operating Overheads Collaborates with Marketing and department leads to plan, forecast, and control budgets Owns the month-end and year-end close process; establishes quality control over financia Financial Analyst, Financial, Analyst, Accounting, Skills, Business Partner, Banking

  • Financial Analyst

    4 weeks ago

    Carlsbad, United States Capstone Advisors Full time

    Job Title: Financial AnalystCompany: Capstone AdvisorsLocation: Carlsbad, CACapstone Advisors is looking for an experienced real estate Financial Analyst to join our team. Now in our 28th year of business, we continue to be an entrepreneurial and innovative company offering a variety of interesting projects to work on. Our multi-state portfolio includes...

  • Financial Analyst

    2 months ago

    Carlsbad, United States The Upper Deck Company Full time

    SUMMARY A mid-level position in the finance department responsible for providing ground-level support to the financial analysis team reporting to the Senior Financial Analyst or Financial Analysis Manager. ESSENTIAL DUTIES AND RESPONSIBILITIESThe following statements are intended to describe the general nature and level of work being performed by an...

  • Senior Financial Analyst

    1 week ago

    Carlsbad, United States myGwork - LGBTQ+ professionals & allies Full time

    Financial Analyst IIImyGwork is looking for a Financial Analyst to become a part of our BioProduction Group FP&A team. In this capacity, you will deliver strategic financial guidance, analysis, and reporting to division leadership, playing a vital role in various businesses that support the global bioproduction sector.Key Responsibilities:Assist in the...

  • Financial Analyst

    1 week ago

    Carlsbad, United States PUMA Gruppe Full time

    About PUMA: At PUMA, we embody a culture defined by our core values: BE DRIVEN, BE VIBRANT, BE TOGETHER, and BE YOU. We are committed to fostering an environment where individual talents and experiences can flourish. Your Role: As a Financial Analyst, you will play a crucial role in supporting the COBRA PUMA GOLF division, focusing on Operational Expenditure...

  • Construction Financial Analyst

    4 days ago

    Carlsbad, California, United States Vuori, Inc Full time

    Job OverviewThe Construction Financial Analyst plays a crucial role in overseeing the financial aspects of Vuori's development initiatives. This position involves collaborating closely with design and construction management teams to monitor project expenditures, manage invoice processing, and facilitate the financial closure process for tenant allowances....

  • Financial Planning Analyst

    4 days ago

    Carlsbad, United States Alphatec Spine Full time

    The Financial Planning Analyst plays a crucial role in facilitating financial strategy, analysis, and reporting for the U.S. Commercial division at Alphatec Spine. This position is pivotal in managing and calculating the compensation structure for field personnel, while also delivering forecasts and insights into financial variances and trends. The analyst...

  • Construction Financial Analyst

    1 week ago

    Carlsbad, United States Vuori, Inc Full time

    Position Overview:The Construction Financial Analyst will play a pivotal role in overseeing all financial and accounting functions related to Vuori's development initiatives. This position involves collaborating with design and construction teams to monitor project expenditures, process invoices and payment requests, and manage the financial closure process...

  • Project Financial Analyst

    4 days ago

    Carlsbad, United States Vuori, Inc Full time

    Position Overview:The Construction Financial Analyst will play a crucial role in overseeing the financial and accounting functions related to Vuori's development initiatives. This position involves collaborating with design and construction teams to monitor project expenditures, process invoices and payment requests, and manage the financial closure process...

  • Princ Financial Analyst

    2 months ago

    Carlsbad, United States Callaway Golf Full time

    The Principal Financial Analyst will partner with select divisional and subsidiary finance teams across the organization on financial planning, reporting, and analysis. Primary responsibilities include ensuring accurate and reasonable forecasts are submitted through financial planning systems for total company consolidation, delivering complete and accurate...

  • Financial Analyst

    3 weeks ago

    Carlsbad, United States Alphatec Spine Full time

    Job DescriptionJob DescriptionThe Financial Analyst is responsible for supporting financial planning, financial analysis, and management reporting for the U.S. Commercial function at ATEC. A key responsibility for this role will be to maintain and calculate the company’s field-based compensation; as well as provide forecasts & insights into variances and...

  • Financial Analyst

    3 months ago

    Carlsbad, United States Alphatec Spine Full time

    Job DescriptionJob DescriptionThe Financial Analyst is responsible for supporting financial planning, financial analysis, and management reporting for the U.S. Commercial function at ATEC. A key responsibility for this role will be to maintain and calculate the company’s field-based compensation; as well as provide forecasts & insights into variances and...

  • Financial Analyst

    3 months ago

    Carlsbad, United States Alphatec Spine Full time

    Job DescriptionJob DescriptionThe Financial Analyst is responsible for supporting financial planning, financial analysis, and management reporting for the U.S. Commercial function at ATEC. A key responsibility for this role will be to maintain and calculate the company’s field-based compensation; as well as provide forecasts & insights into variances and...

  • Financial Analyst

    2 months ago

    Carlsbad, United States Alphatec Spine Full time

    The Financial Analyst is responsible for supporting financial planning, financial analysis, and management reporting for the U.S. Commercial function at ATEC. A key responsibility for this role will be to maintain and calculate the company's field-based compensation; as well as provide forecasts & insights into variances and trends. The Financial Analyst...

  • Senior Financial Analyst

    1 week ago

    Carlsbad, United States Transition Staffing Group Full time $90,000 - $120,000

    Job DescriptionJob DescriptionTSG is partnered with an innovative medical technology company focused on developing advanced devices that improve the lives of patients suffering from chronic pain. As they continue to grow, we are recruiting a Senior Financial Analyst (Supply Chain) to help drive financial precision and excellence within their supply chain...

  • Lead Financial Analyst

    4 days ago

    Carlsbad, United States Jobot Full time

    Position Overview:This role is pivotal in our financial operations, focusing on the analysis and management of financial data to ensure accuracy and compliance.Compensation:Salary range: $90,000 - $110,000 annuallyAbout Our Company:We are a leader in the nutritional health sector, dedicated to providing whole food-based supplements to a worldwide clientele....

  • Lead Financial Analyst

    1 week ago

    Carlsbad, United States Michael Page Full time

    About the OpportunityJoin a rapidly expanding organization recognized for its innovative approach in the affordable housing sector. This role offers a chance to enhance your professional skills while contributing to meaningful projects.Position OverviewFacilitating the distribution of loans and collaborating with various stakeholders.Revising and...

  • Lead Financial Analyst

    1 week ago

    Carlsbad, United States Jobot Full time

    Position Overview:This role is hosted by Jobot. We are seeking a highly skilled individual to join our finance team.Compensation:Annual salary ranging from $90,000 to $110,000.About Us:Our organization is a trailblazer in the field of nutritional health, focusing on whole food-based supplements for a worldwide clientele. As a prominent expert and...

  • Lead Financial Analyst

    4 days ago

    Carlsbad, United States Jobot Full time

    Position Overview:This role is hosted by Jobot. We are seeking a qualified individual to join our finance team as a Senior Accountant. Compensation:Salary range: $90,000 - $110,000 annually.About Us:Jobot is at the forefront of nutritional health, focusing on whole food-based supplements for a diverse global market. As a prominent entity in the dietary...

  • Financial Operations Analyst

    1 week ago

    Carlsbad, California, United States Carlsmed Full time

    Job OverviewSalary: $70k-90k AnnuallyAbout CarlsmedAt Carlsmed, we are dedicated to enhancing healthcare outcomes and reducing costs associated with spine surgery and beyond. Our innovative aprevo personalized surgery platform aims to elevate the standard of care for spine surgery, focusing on individual patient needs.Position SummaryWe are in search of a...