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Financial Analyst
Posted 13 Days Ago
Palm Beach Gardens, Florida

Summary

The Financial Analyst is responsible for creating and maintaining complex financial models, proformas, budgets and forecasts, as well as preparing actual-to-budget analyses, and other ad hoc reports as requested by Senior Management. The Financial Analyst will have a thorough knowledge of generally accepted accounting practices (GAAP) and experience assisting in due diligence. 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Asset Management
    •       Create and maintain complex financial models for asset management 
    •       Create and review performance reports, budgets, and forecasts, as well as prepare actual-to-budget analyses
    •       Create other ad hoc reports as requested
  •          Acquisitions 
  •          Analyze investment opportunities and markets as well as formulate strategy options
  •          Review of due diligence reports and other transaction documents to ensure consistency with underwriting 
  •          Preparation of internal investment committee memoranda, including various supporting schedules, and other presentations materials 

SUPERVISORY RESPONSIBILITIES:

        No supervisory responsibilities are required for this position

 

REQUIRED JOB KNOWLEDGE, SKILLS, AND ABILITIES:

  •         High aptitude for quantitative and financial analysis 
  •         Strong understanding of construction, subcontracting, and customer service 
  •         Understanding of sales, marketing, capital budgeting, acquisitions, entitlements, and land development 
  •         Excellent analytical, creative thinking, leadership, problem-solving, interpersonal, negotiation, organizational, project management and time management skills 
  •         Manage multiple priorities in a timely and professional manner with strong attention to detail with limited supervision 
  •         Read and interpret financial reports, market comps, engineering reports, construction documents and specifications, contracts, owners’ association documents, and other related work documents 
  •         Ability to learn and use customer relationship management software including Builders CMS, customer service software including Build Pro, NewStar, Track-it and any other company-based software 
  •         Proficiency in Microsoft Office (Word, Excel, Outlook, Power Point) 
  •         Effectively and professionally communicate (in oral and written form) with internal and external customers 
  •         Demonstrate commitment to integrity, company values, customer-focus, and established policies and procedures 
  •         Display professional appearance and manner 

EDUCATION AND/OR EXPERIENCE:

  •           Bachelor’s Degree required; preferred in Finance or Accounting 
  •          CPA or MBA preferred, but not required 
  •          Minimum of two years related experience in a similar position, preferably with a high-volume builder