Real Estate Financial Analyst Job Description
Real estate financial analyst
provides financial support to J&J Finance and the Enterprise Real Estate Team on Real Estate transactions including cash flow modelling, data collection, P&L assessment, benchmarking and reporting.
Real Estate Financial Analyst Duties & Responsibilities
To write an effective real estate financial analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included real estate financial analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Prepare property valuation and cash flow models in Excel for use in acquisitions, dispositions and financings
Identify risks and opportunities vs
Be responsible for quarterly close for all fund level partnerships
Be recording journal entries for all capital calls and distributions activities and all other activities
Be responsible for workpaper supporting schedules for all balance sheet and income statement accounts
Oversee GAAP capital account allocations and reconciliations
Prepare quarterly fund management fee billings
Calculate and prepare capital call drawdown notice to investors
Involve in all system migration and implementation
Develop relationships with regional asset managers and leasing agents in the field, periodically visit properties, and attend budget and leasing meetings in order to become intimately familiar with all aspects of assigned properties
Real Estate Financial Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Real Estate Financial Analyst
List any licenses or certifications required by the position: FMV, CRE
Education for Real Estate Financial Analyst
Typically a job would require a certain level of education.
Employers hiring for the real estate financial analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, Real Estate, Economics, Business/Administration, MBA, Education, Engineering, Management
Skills for Real Estate Financial Analyst
Desired skills for real estate financial analyst include:
Word
Argus and other real estate analytical software applications
Financial theory and able to perform financial analysis in a fast paced environment
Excel
Financial modeling and P&L structure
Microsoft Office software suite
Property management
Real estate development
Tax credit financing
Particularly Outlook
Desired experience for real estate financial analyst includes:
Track record of impacting the bottom line and proactively improving process and adding value to strategy and decision-making
Experience in budgeting, forecasting, and P&L analysis a must
Experience in new, relocation store, remodel ROI analysis
Ability to accurately navigate and summarize large sets of data in order to provide meaningful analysis
Strategic thinking capacity
BS in Accounting, Finance, Mathematics or Economics
Real Estate Financial Analyst Examples
1
Real Estate Financial Analyst Job Description
Job Description Example
Our company is looking to fill the role of real estate financial analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for real estate financial analyst
- Support Capital Management budget of $160+ million dollars including ROI analysis, forms processing, analytical support across all divisions of the company
- Interprets lease language and critical financial details
- Support to provide strong financial governance, financial & strategic advice and analysis to Enterprise Services groups to improve financial performance & quality of business decisions
- Develop real estate business cases (PARs) and PAR related financials to translate strategic initiatives and provide advice on proposed alternatives
- Provide proactive advice to senior management on real esate related projects / program performance, cost trends, early warnings and savings opportunities.Support ES Financial Control processes and reconciliations as required
- Complete financial analysis on ad hoc project/requests as assigned including cross training as required
- Assist real estate decision making process through financial analysis (proformas, post-audits)
- Preparing quarterly and yearly financial statements
- Preparing related workpapers and supporting documents for GAAP, UNAV and tax reporting
- Preparing consolidations at the property level
Qualifications for real estate financial analyst
- Approximately one to two years of real estate industry experience demonstrating solid real estate analytical capabilities
- Possession of, or progress toward, real estate industry certifications and licenses, , MAI, CCIM, certified general real estate appraiser, broker, CPA, a plus
- Knowledge of commercial property lease terms including expense treatments and adjustments to yield comparable rent amounts
- Knowledge of real estate valuation techniques
- Minimum 3-5 years of applicable experience in financial planning and analysis, with strong preference for 2+ years in Retail industry Real Estate finance
- Participating in critical analysis of existing systems and processes, and identifying opportunities for process improvements, while maintaining proper controls and compliance with internal/external policies
2
Real Estate Financial Analyst Job Description
Job Description Example
Our company is growing rapidly and is hiring for a real estate financial analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for real estate financial analyst
- Preparing cash flow analysis in order to assist with property valuations
- Assisting with budgeting
- Preparing entries related to property, legal, and ownership expenses
- Prepare quarterly and annual financial statements and GAAP Reporting
- Prepare core monthly and quarterly Real Estate financial reports, including portfolio financial reviews, store counts, and brand -specific analysis
- Maintain store -level informational database, integrating information from internal and external sources for use in portfolio planning, emphasizing data completeness and accuracy
- Track progress and changes to store-based capital plans and portfolio management directives based on input from project teams and leadership
- Prepare ad-hoc Real Estate analysis as necessary, such as analyzing new deals, remodels, relocations, and store closures
- Assist in preparation for Real Estate Committee meetings, creating store-level P&Ls and scenario analysis
- Accounting review
Qualifications for real estate financial analyst
- Progress toward real estate industry certifications and licenses, , MAI, CCIM, certified general real estate appraiser, broker, CPA, a plus
- Familiarity with financial accounting concepts and practices
- Monthly financial and management reporting
- A degree in Accounting and/or Finance
- Minimally 4 years of experience in Financial Analysis
- Experience in Real Estate industry is a must
3
Real Estate Financial Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for a real estate financial analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for real estate financial analyst
- Portfolio level budgeting and forecasting
- Support outside audit and tax firms
- Profitability analysis reporting actual vs
- Work closely with regional directors on for individual business unit needs
- Maintain and improve financial systems (ERP)
- Assist with cross-functional projects
- Develop and or coordinate impacts of planning and forecasting of certain key Global Occupancy costs to support Functions and Businesses which includes incorporation of impacts of strategic initiatives on the units’ occupancy costs
- Ensure completeness and accuracy of Critical Environment costs and all aspects of Global Project Reporting
- Develop the appropriate global operating and support model associated with Critical Environments - leveraging Global resources in various geographies, legal entities, business units and groups such as Tax, Accounting Policy, Retail Controllers and the Reporting Service Centre
- Support the business in providing advice on the allocation of occupancy costs related to Critical Environments to the various business platforms and for proactively leading, maintaining and supporting the implementation of the occupancy cost allocation framework
Qualifications for real estate financial analyst
- Ability to communicate with various stakeholders of different levels
- Bachelor degree that includes Finance coursework or a Master’s degree in Real Estate Finance
- 1 to 3 years of real estate industry experience
- 1+ years of experience of public accounting experience, real estate industry clients preferred
- University degree in Economics or Engineering and Management
- Preferred previous experience of up to two years in Real Estate and/or Structured Finance in banking, SGR or consultancy company
4
Real Estate Financial Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of real estate financial analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for real estate financial analyst
- Providing strategic, proactive recommendations to the VP Global Real Estate
- Assist in the mapping of owned and leased facilities worldwide
- Prepare or assist in the preparation of PowerPoint presentations
- Assist in the management and content updates of the lease database
- Assist in the abstracting of leases (and updating information in the database for each new lease or amendment)
- Handle day-to-day processing of paperwork (i.e., SNDA, estoppel, lease signatures)
- Coordinate and compile financial data, tax statements and utility bills in connection with lease audits
- Assist in the processing of real estate approval forms
- Interact with outside real estate brokers and counsel on pending matters
- Support the financing process for new loans and re-financings - provide due diligence materials to support the loan underwriting process
Qualifications for real estate financial analyst
- Candidates with less experience will be considered for junior analyst role
- 1-4 busy seasons of BIG 4 or mid-tier public accounting firm audit experience
- You have worked with real estate clients
- You are hungry for growth and excited for a challenge
- Self-starter with demonstrated ability to recognize improvement opportunities and quickly capitalize
- Working knowledge of corporate finance concepts including P&L construction and cash flow analysis
5
Real Estate Financial Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of real estate financial analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for real estate financial analyst
- Prepare and analyze debt compliance calculations and assist with reporting requirements under various loan agreements
- Prepare certain line items within quarterly forecasts and annual budgets including update of debt assumptions for portfolio
- Analyze and review key financial metrics such as tenant sales, property occupancy and various leasing and rent metrics
- 35% - Audit all landlord invoices and operating expense/common area maintenance reconciliation for compliance with the lease terms to ensure correct billing and resolve discrepancies
- 30% - Manage the Capital Expenditure Request (CER) control desk
- 25% - Assist Director of Corporate properties and Asset Manager with project development and the implementation of the Strategic Facilities Plan
- 5% - Track Heritage/Regional art collection and perform annual art audit
- Preparing Client Proposals and Presentations - Compile and prepare appropriate marketing materials, conduct the necessary analysis, and incorporate the assembled information into client proposals
- Provide root cause driver analysis to support decision-making by effectively communicating and translating the results into business insights and actions
- Assist on the overall Market Strategy for the company by preparing comprehensive financial proformas for any/all potential new store openings, store relocations, and/or store conversions/consolidations
Qualifications for real estate financial analyst
- At least three years of work experience in finance, accounting, or investment
- 3 years minimum of Finance experience or public accounting
- Some real estate capital markets or real estate investment banking experience is preferred but not required
- Candidates should have experience executing transactions
- A strong understanding of valuation theory, methodologies and applications is preferred
- The ability to analyze and communicate key financial information is crucial