Financial Analyst

Lyon Living proudly offers the following benefits:

• Medical/Dental/Vision Plans/FSA/HSA
• 401K Matching
• Employee Housing Discounts
• Education Reimbursements
• Employee Referral Bonuses

Pay Range: up to $85000 annually

Our teams work hard to maintain a culture that is conducive to creative thinking empowerment and collaboration. We are currently looking to fill a full-time Financial Analyst position in our Newport Beach office.

The Financial Analyst will assist the Investments team in evaluating and analyzing new development and acquisition opportunities as well as supporting Asset Management and Investor Relations on existing portfolio of multi-family properties. Provide financial analysis related to short and long-term strategies that may include development or redevelopment scenarios re-positioning strategies and renovation initiatives. This position requires a high degree of sensitivity and discretion excellent organizational skills and attention to detail a proactive customer-focused mindset proficiency with Microsoft Office suite strong collaboration and communications skills.

Essential Job Functions:

• Build & maintain Excel pro forma models for new multi-family development and value-add acquisitions.
• Maintain complicated financial modeling and spreadsheet analysis in Excel.
• Create complex ad-hoc financial models when no template is available.
• Coordinate information regarding market data occupancy data expense analysis aerials maps property tax and rent/sales comparables.
• Create/update Confidential Information Memoranda in PowerPoint for distribution to lenders/investors/appraisers etc.
• Market research including vacancy absorption rents rent growth etc.
• Review and process broker packages in order to underwrite potential acquisitions.
• Coordinate financial information (contracts third party reports etc.) as part of the due diligence process for development acquisition and disposition efforts.
• Organize and present data analysis draw objective conclusions and make recommendations.
• Create implement and maintain various tracking criteria related to property performance; develop and maintain sophisticated dashboards financial models templates and analyses.
• Prepare and update cash flow forecasts; work on capital calls and distributions as requested and with accounting.
• Create and audit preferred return tracking schedules.

Experience/Requirements:

• Requires a degree in finance economics real estate accounting or a related field.
• 3-5 years in Real Estate/Finance or Banking experience required.
• Must have excellent financial analysis skills and expertise with financial modeling tools to include Waterfall modeling.
• Must have exceptional ability to create complex models and analysis from blank Excel files as needed.
• Advanced skills with Excel (e.g. macros data tables array formulas lookup formulas).
• Understanding of applicable financial metrics (e.g. yield IRR NPV cap rates etc.)
• Must be highly motivated with a can-do attitude and accountability for all tasks.
• Must have high degree of flexibility and ability to calmly handle multiple issues that may arise.
• Must enjoy and operate efficiently in a fast dynamic environment.
• Laser focused attention to detail.
• Excellent communication skills (verbal and written) and have the ability to work across functions.
• Must be well organized and able to multi-task with limited supervision while adhering to deadlines and maintaining absolute accuracy.
• Able to travel as needed.

Send your resume to

This position requires attendance at offsite meetings visits to other Company operated locations purchase of goods from offsite vendors and other tasks away from a single assigned location. Applicant must have a valid drivers license or be able to utilize an alternative form of transportation at their own expense which allows them to reach the required destination in a time period comparable to that if they were to drive their own vehicle. Employees choosing to drive their own vehicle for work-related duties will be required to have a valid drivers license and provide proof of insurance and may be subject to a DMV record search.

Lyon Living is an Equal Opportunity Employer. Employment selection and related decisions are made without regard to race color religion sex national origin disability or veteran status.

Pre-employment background check and drug screening required. Lyon Living participates in the E-Verify program.