Financial Analyst
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Job Location:
Upland, PA - USA
Yearly Salary:
$ 80000 - 95000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Department:
Job Summary
Description
Financial Analyst ONSITE / This role is located in Upland CA
About Us
Lewis Group of Companies is one of the nations largest privately held real estate development firms. With over 70 years of experience were committed to creating communities that thrive. We value honesty long-term relationships and high-quality standards that benefit our employees residents and the broader communities we serve.
Your Role:
As our new Financial Analyst you will play a key role in evaluating the performance of Lewiss portfolio of real estate developments and operating centers. You will also support Loan Operations by assisting in the closing of permanent and construction loans while helping manage the companys existing loan portfolio.
As our new Financial Analyst you will play a key role in evaluating the performance of Lewiss portfolio of real estate developments and operating centers. You will also support Loan Operations by assisting in the closing of permanent and construction loans while helping manage the companys existing loan portfolio.
Note: This position is based in our Upland Corporate Office and requires in-office work five days per week Monday to Friday.
What Youll Do
Prepare pro forma financial models of development projects at various stages
Perform operating statement analysis of income-producing assets
Analyze financial performance using IRR NPV ROI and other metrics in Excel
Create portfolio-level reports for the CEO and senior executives
Assist in loan originations lender due diligence and closing processes
Manage and attend lender property inspections
Coordinate internally to respond to ongoing lender compliance requests
Investigate and respond to lender inquiries by reviewing loan documentation
Prepare pro forma financial models of development projects at various stages
Perform operating statement analysis of income-producing assets
Analyze financial performance using IRR NPV ROI and other metrics in Excel
Create portfolio-level reports for the CEO and senior executives
Assist in loan originations lender due diligence and closing processes
Manage and attend lender property inspections
Coordinate internally to respond to ongoing lender compliance requests
Investigate and respond to lender inquiries by reviewing loan documentation
Minimum Requirements
Bachelors degree in finance real estate business accounting economics or a related field
3 years of relevant analytical experience with a real estate owner-operator manager homebuilder or brokerage
Strong financial modeling skills in Excel
Familiarity with discounted cash flow (DCF) IRR NPV and ROI concepts
Strong organizational skills and the ability to manage multiple ongoing projects
Excellent written and verbal communication skills with the ability to present clear findings
Strong interpersonal skills to build relationships internally and externally
Demonstrated ability to work with urgency accuracy and attention to detail
Bachelors degree in finance real estate business accounting economics or a related field
3 years of relevant analytical experience with a real estate owner-operator manager homebuilder or brokerage
Strong financial modeling skills in Excel
Familiarity with discounted cash flow (DCF) IRR NPV and ROI concepts
Strong organizational skills and the ability to manage multiple ongoing projects
Excellent written and verbal communication skills with the ability to present clear findings
Strong interpersonal skills to build relationships internally and externally
Demonstrated ability to work with urgency accuracy and attention to detail
Preferred Qualifications
Familiarity with OneSite JD Edwards Power BI and/or TM1
California Real Estate License
Familiarity with OneSite JD Edwards Power BI and/or TM1
California Real Estate License
Compensation Range & Perks
The Lewis Group of Companies reasonably expects to pay $80000$95000 per year for this role with actual compensation based on skills experience and business needs.
Performance Incentives: Annual merit increases and bonus opportunities
Cell Phone Allowance: $60/month
Medical/Dental/Vision Insurance (variety of plans to choose from)
401(k) Plan with Company Match
Apartment Rental Discounts
Paid Time Off Holidays and Vacation Time
Continued training and advancement potential
The Lewis Group of Companies reasonably expects to pay $80000$95000 per year for this role with actual compensation based on skills experience and business needs.
Performance Incentives: Annual merit increases and bonus opportunities
Cell Phone Allowance: $60/month
Medical/Dental/Vision Insurance (variety of plans to choose from)
401(k) Plan with Company Match
Apartment Rental Discounts
Paid Time Off Holidays and Vacation Time
Continued training and advancement potential
Why Join Lewis
At Lewis were more than a real estate development company; were a community builder. We care deeply about our employees and believe in investing in your success both professionally and personally. We foster a welcoming inclusive workplace that values your contributions and supports your career growth.
Lewis Management Corp. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Required Experience:
IC
Key Skills
- Cognos
- Forecasting
- Hyperion
- Microsoft Access
- Pivot tables
- Accounting
- Analysis Skills
- Microsoft Excel
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Planning
About Company
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