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Analyst - Corporate FP&A
San Diego, CA
An institutional-level fully-integrated commercial real estate investment company is looking for a Corporate FP&A Analyst to assist in the anticipated doubling of the company’s industrial portfolio over the next few years. This position will focus on aspects related to real estate corporate finance, asset management, and investor reporting. This includes providing investment analysis and valuations of currently owned properties to asset management, supporting the budget and reforecast process, maintaining cash flow models of company assets, and preparing investor reports of the performance of each fund to our capital partners. A candidate will have a strong analytical and quantitative background as well as polished written and verbal communication skills with a desire to grow and learn in real estate.
Responsibilites
Provide investment analysis for assets under management by maintaining property cash flow models in Argus and evaluating the financial impact of strategic decisions both at the property and company level
Support the company’s budget and reforecast process coordinating with all departments to determine future revenue projections and capital needs and providing property and investor level reporting of performance
Prepare quarterly valuation models of company assets using discounted cash flow models and Argus
Support the preparation of investor reports to our capital partners which include monthly and quarterly deliverables as well as board level material
Respond to any request from capital partners as it relates to the future property cash flow, capital needs, and valuations
Provide investment analysis on decisions related to leasing and capital expenditures
Provide operations team internal reporting and resources that provide useful transparency on property level assumptions and performance
Prepare executive team a portfolio snapshot and monthly dashboard of properties for each venture
Update property cash flows in Argus to help inform how strategic decisions impact the business plan
Assist in the onboarding of new acquisitions into asset management by preparing property level reporting to the operations team
Track historical performance of assets updating financial models and presenting findings and KPI’s to the executive team and make recommendations on maximizing returns
Requirements
BA/BS degree in Finance, Real Estate, Economics, Math, or related field
Graduate degree, CFA, or CPA a plus
2+ years of commercial real estate, investment management, or financial analysis experience.