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Senior Financial Analyst, FP&A

Senior Financial Analyst, FP&A

San Diego, CA

Backed by a well-known private equity company, a national shopping center owner and operator is looking for an energetic, conscientious and detail-oriented Senior Financial Analyst who enjoys making a difference, being part of a collaborative team, and takes pride in their career. The Senior Financial Analyst is responsible for providing financial and strategic analysis support related to the management of the company’s portfolio of shopping centers. The Senior Financial Analyst will provide support and analysis to various departments in the company, senior management and the equity partner. Analysis projects may include: financial modeling, financial reporting and monitoring and reporting investment performance, and asset-level financial analysis.

Responsibilites

  • Develop and analyze reports that identify key operating metrics (i.e.: occupancy, leasing activity, rent, operating margins, estimates of asset value, etc.)

  • Prepare and manage monthly and quarterly financial, retail and valuation reports

  • Analyze operating budgets and capital plans, re-forecasts and cash flow assumptions

  • Conduct various financial analyses on investment opportunities, peer market performance and other ad hoc research as requested

  • Communicate with all necessary departments to ensure the company remains in compliance with obligations under debt agreements and other related documents including property management and asset management agreements

  • Stay abreast of industry trends, transactional activity and outside research perspectives relative to the real estate markets

  • Prepare and review financial projections and pricing analyses

  • Assist in the coordination of transaction management and financial due diligence related to loan origination and the disposition of properties

  • Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications and establishing personal networks

Requirements

  • 2+ years of previous relevant experience

  • Bachelor’s degree (B.A./B.S.) in Business Administration or a related discipline (Accounting, Economics, Finance, Real Estate) from an accredited college, university

  • Excellent verbal and written communication

  • Self-motivated, self-directed and capable of working independently

  • Advanced working knowledge of Excel and proficient in Word and Powerpoint

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