Financial Analyst

4 weeks ago

Winter Park, Florida, United States Elevation Property Management Full time

Financial Analyst

Elevation Financial Group ("EFG") is a private equity real estate investment company committed to providing safe, clean, and affordable housing to its residents, delivering superior financial returns to its investors and making a positive impact in the communities it serves. EFG raises capital from privately accredited investors and utilizes that capital to acquire, renovate, stabilize, and grow affordable senior and multifamily residential properties in multiple states. The company enjoys multiple bottom-line returns by "Doing well by doing good." Our corporate office provides an enjoyable environment to work in with a company culture focused on kindness, asset stewardship, and a disciplined approach to job requirements. 

We have an opportunity to join the Elevation team as a Financial Analyst at our Winter Park headquarters. The successful candidate for this position will report to the Vice President of Finance and Investments and be responsible for assisting the Investment Department in underwriting new investments, asset and portfolio modeling, site visits, due diligence management and closing process. Overall level of responsibility will depend on experience and some level of travel will be required. We are looking for an individual with the ability to perform independently, as well as be a part of a team.

Competitive benefits package.

11 paid holidays each year and minimum 3 weeks of PTO 

Employer paid Life Insurance, Short and Long-Term Disability

Medical, Dental, Vision, and 401(k) 

Essential Duties and Responsibilities

  • Assist the Investments Department in the analysis of new acquisition opportunities and strategic disposition initiatives
  • Participate in the preparation of Investment Committee Memos, Asset Summary Reports and detailed financial models
  • Coordinate due diligence efforts for new acquisition opportunities, strategic refinances, and property dispositions
  • Conduct property level inspections as required for due diligence and asset management functions
  • Participate in the Investment Committee meeting to determine improvements and updates to the model as well as the investment process
  • Complete ad hoc financial analysis projects for the Investments Department
  • Routinely update Asset Management reports and analyze property performance to identify opportunities for optimization or cost savings
  • Assist the VP of Investments and Finance with lender and insurance compliance initiatives
  • Performs other duties as assigned or as necessary

Qualifications

  • Bachelor's degree (B.A. or B.S.) from an accredited institution
  • Degree in Finance, Accounting, or Real Estate preferred
  • 1-3 years of experience in a finance or accounting role preferred
  • Advanced understanding of Excel and financial real estate modeling inclusive of discounted cash flow models and carried interest waterfall structures. 
  • Strong understanding of Commercial Real Estate 
  • Exceptional written and verbal communication skills
  • Comfortable managing workload and prioritizing tasks with attention to accuracy and detail
  • Flexibility to adjust work schedule to accommodate priority deadlines
  • Team player who effectively works in collaboration with peers and team members proficiently
  • Solid analytical, attention to detail, and creative problem-solving skills
  • Kindness and a spirit of servant leadership

Interpersonal Relationships

  • Communicate by phone, e-mail, memos and in-person discussions
  • Usually work as part of a team
  • Substantially responsible for their assigned projects and analysis work
  • Sometimes deal with conflicts or challenges to find an effective solution

Work Performance

  • Ensure all details are complete, work is accurate, and on time.
  • Make decisions that affect employees and their organization's reputation. They usually act independently when making a decision.
  • Set most of their daily tasks and goals without speaking to a superior first.
  • Must meet daily and weekly schedules.

Organizational Responsibilities:

  • Follows established policies and procedures by monitoring and ensuring compliance with regulatory requirements, organizational standards, and operational processes related to property operations and reporting violations or infractions to appropriate individual(s)
  • Practices proper safety techniques in accordance with Company, property, and departmental policies, procedures, and standards by immediately reporting any mechanical or electrical equipment malfunctions, employee/visitor/resident injuries or accidents, or other safety issues to appropriate individual(s)
  • Identifies areas for improvement and offers suggestions to improve the efficiency, productivity, and profitability of the property
  • Keeps abreast of new trends and changes in the industry and area(s) of responsibility by attending internal and external training classes, apartment association meetings, and other events and accessing, other information sources

Knowledge, Skills, & Abilities:

  • Must be kind, service-oriented, disciplined, and a leader
  • Must be self-motivated, flexible, and a team player.
  • Demonstrated ability to read, write, and communicate effectively to comprehend and complete legal documents, sell and explain apartment features, and answer questions about the property's operation.
  • Great attention to detail.
  • Should be honest, respectful, and trustworthy.
  • Should be flexible and possess cultural awareness.
  • Demonstrated proficiency in Internet, word processing, spreadsheet, and database management programs in order to complete required reports and employment documents.
  • Demonstrated mathematical skills necessary to add, subtract, multiply, and divide numbers, decimals, and fractions.
  • Innovative and solutions-oriented thinker with great organizational skills.

Hours/Travel

  • Usually work a standard 40–50-hour week.
  • 5% Overnight Travel

EEO Statement:

Elevation Financial Group is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates. Elevation Property Management is an equal opportunity employer and, as such, openly support and fully commit to recruitment, selection, placement, promotion, and compensation of individuals without regard to race, color, religion, age, sex (including pregnancy, gender identity, and sexual orientation), genetic information, national origin, disability status, protected veteran status or any other characteristic protected by federal, state, or local laws.

We believe that diversity and inclusion among our teammates are critical to our success.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. The above job description is not intended to be an all-inclusive list of duties and standards of the position. The employee will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

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