Sr. Financial Analyst

The Senior Financial Analyst provides financial analysis and insight in support to the operations of the real estate business. Provides quality advice identifying continuous ways to improve processes, efficiency, and benchmarking. Also, carries out core financial planning and analysis and plays an important role in managing financial performance to achieve business goals.

PRIMARY RESPONSIBILITIES

• Performs sensitivity and scenario analysis.


• Assists with the standardization of reporting and automation initiatives.


• Provides commercial and analytical support on key corporate projects and initiatives (debt refinancing & equity investment initiatives); producing tools to analyze specific business opportunities.


• Assists in the production of investor relations information and reports.


• Monitors and analyzes real estate market conditions, using the area’s internal and external real estate, financial and economic data, as well as research.


• Prepares weekly and monthly reports to keep management updated with the developments in the industry.


• Supports the development of the annual Strategic Plan.


• Prepares regular market performance assessment reports and maintains real estate market rating models for the Portfolio.


• Prepares property, management and investment companies’ budgets, monitor budget performance, prepare variance analysis and explanations, identify areas of improvement and provides recommendations for optimum financial results.


• Monitors property level metrics (revenues, occupancy, average rent, operating expenses and free cash flow) and investments results (IRR, COCR, Eq M, scheduled distributions).


• Assists with cash management and capital expenditures.


• Responsible for the preparation of cash flow analysis and distributions to investors.


• Assists with investment-related accounting and basis calculation for investment waterfall.


• Performs private equity accounting tasks.


• Responsible for various aspects of the month-end closing process, including account analysis, proposing corrections for accounting during the month end closing, balance sheet account reconciliations, accrual entries, and other related functions.


• Undertake a monthly proactive review of costs and flags account variances to identify and implement operating efficiencies.


• Develops and documents business processes and accounting policies to maintain and strengthen internal controls.


• Assists with the administration and tracking of assets.


• Assists with the set-up and maintenance of investment and asset management software’s.


• Review accounting transactions for data accuracy and provides recommendations for adjustments.


• Responsible for the preparation and analysis of the periodic management and third parties reporting of financial and operating results.


• Prepare all Financial Reporting requirements package.


• Monitors and report lenders covenants.


• Understands key business drivers.


• Prepares and tracks various KPI’s, Dashboards and VPS to measure and analyze existing business performance, and evaluate business opportunities.


• Drives decision making across the business to meet organizational objectives by providing insightful financial analysis, interpretations, predictions, support, tools and recommendations; and clearly communicates results and recommendations to ensure clarity and optimal decision making.


• Contributes to a positive and rewarding culture, promoting an environment of collaboration and teamwork.


• Promotes the Company’s mission, vision, objectives and strategies, offering and receiving feedback, and leading others.


• Complies with all Company policies and administrative processes.


• Ensures compliance with financial guidelines and relevant legal regulations.


• Supports the Finance and Accounting Director in other functions as deemed necessary.

QUALIFICATIONS

• Bachelor’s Degree in Accounting, Finance or related field.


• Master’s Degree in Business Administration or Finance is preferable.


• Minimum 5 years of related experience and strategic planning.

CORE COMPETENCIES

• Credibility and influence skills within the management team; to be articulate and proactive and most importantly to have a thorough understanding of where the business can create value.


• Financial and accounting expertise with advance analytical and problem-solving skills.


• Excellent understanding of Debt and Equity Modelling.


• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.


• Ability to write reports, business correspondence, and procedure manuals.


• Excellent interpersonal communication skills and ability to communicate key information and status to stakeholders, support personnel and clients.


• Ability to work with all basic mathematical concepts and more advanced concepts such as the time value of money (present values, future values, internal rates of return, among others).


• Ability to define problems, collect data, establish facts, and draw valid conclusions.


• Flexibility to think outside the box and open to new and innovative solutions.


• Action-oriented and self-driven.


• Ability to collaborate, work with teams, and take initiative when appropriate.


• Ability to make effective and persuasive presentations.


• Ability to establish priorities, manage time allocation wisely and make decisions quickly and efficiently.


• Strong organizational, execution and analytical skills.


• Thrive while working under pressure in a fast-paced environment.


• Willingness to work hard and take direction.


• Demonstrated experience in being flexible and resourceful within a complex environment.


• Exhibits integrity, professionalism, practical judgment and positive attitude.


• Maintain confidentiality of financial information and investment decisions.


• Up-to date with accounting laws and regulations.


• Advanced knowledge in Microsoft Excel.


• Knowledge of all other Microsoft Office 365 programs.


• Fully bilingual (English and Spanish).