Financial Analyst

3 weeks ago

Monroe, United States True Homes Full time

The Financial Analyst is responsible for supporting the Finance Director with capital projections, facilitating capital calls for investments, and ensuring the accuracy of informational systems such as Juniper Square and Trinity. This role includes preparing complex financial reports, conducting in-depth underwriting analysis, and performing due diligence on investments. You will contribute to the development of finance policies, ensure compliance with legislation and best practices, and participate in stakeholder meetings. Additionally, you will assist with special reporting, research, and ad hoc projects to optimize financial performance and strategic decision-making.

Responsibilities:

Assist Finance Director with capital projections and facilitate capital calls for investments.

Ensure all informational systems (Juniper Square, Trinity, etc.) are up to date.

Support the Finance Director in the delivery of financial services by contributing to the development of finance policies, and ensuring compliance with current legislation, best practice and corporate standards.

Prepare multiple complex and varied financial reports (including ad hoc reports) that require selection, preparation, and interpretation of data using complex data query tools.

Support in-depth, rapidly moving underwriting analysis of active and proposed investments. Analysis and modeling includes, but is not limited to, rental rates, debt, taxes, insurance, cash flow, etc.

Conduct analysis to support the due diligence process, including financial statements of private markets partnerships, reviewing partnership portfolio company valuations, assessing relative performance and strategizing on how to optimize performance.

Participate in meetings with key stakeholders.

Assist with special reporting, research, and due diligence projects on an ad hoc basis

Perform other duties as needed or required

Results/Accountability:

Completes insurance duties as directed in the Insurance Checklist.

Completes financial modeling duties, as directed.

Completes valuation, reporting and quarterly portfolio review duties as directed.

Completes new loan closing duties as directed in the Closing Checklist.

Completes rental investment capitalization and sale of assets, as directed in the Closing Checklist.

Qualifications:

A bachelor’s degree in business, finance, economics, business economics, or related field with a record of high academic achievement

Analytical experience in investment banking, consulting, audit, investment management, or other similar fields (including internships)

A strong interest in real estate investments and capital markets

Experience working in Microsoft Excel

Demonstrated experience with quantitative analysis

General Requirements:

Excellent attention to detail

Strong communication skills, written, and verbal skills

Strong organizational skills

Ability to work in a fast-paced environment

Detail-oriented, proactive, and resourceful

Self-motivated with the ability to focus on multiple tasks and deliverables

Comply with all company policies and procedures

Demonstrate the qualities and character traits as defined in The True Difference

Physical Requirements:

Must be able to remain in a stationary position 75% of the time

Associate needs to occasionally move about the office to access file cabinets, office equipment, etc.

Constantly operates a computer and other office equipment

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