Financial Analyst

Posted 3 Hours Ago
Be an Early Applicant
Newport Beach, CA, USA
In-Office
Mid level
Professional Services • Real Estate • PropTech
The Role
Support investments, asset management, and investor relations for multifamily properties by building and maintaining complex Excel pro forma and ad-hoc financial models, performing market and expense research, underwriting acquisitions, preparing CIMs and presentations, tracking property performance and cash flows, and coordinating due diligence and investor reporting.
Summary Generated by Built In

Description

 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 $85,000 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 [email protected]

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 driver's 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 driver’s 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.

Skills Required

  • Degree in finance, economics, real estate, accounting, or related field
  • 3-5 years in Real Estate, Finance, or Banking
  • Advanced Excel skills (macros, data tables, array formulas, lookup formulas)
  • Ability to build and maintain complex pro forma and ad-hoc financial models from blank Excel files
  • Expertise with financial modeling tools including Waterfall modeling
  • Understanding of financial metrics (yield, IRR, NPV, cap rates)
  • Proficiency with Microsoft Office suite and PowerPoint (for CIMs and presentations)
  • Strong verbal and written communication and collaboration skills
  • Highly organized, detail-oriented, able to multi-task and meet deadlines with limited supervision
  • Ability to travel as needed and attend offsite meetings; valid driver's license or alternative transportation (and proof of insurance if driving)
  • Pre-employment background check and drug screening
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Newport Beach, CA
271 Employees

What We Do

Lyon Management Group, Inc., doing business as Lyon Living, is a real estate company specializing in property management, development, construction, and operations for residential and commercial properties, with a focus on multifamily and mixed-use projects.

Similar Jobs

Collectors Logo Collectors

Financial Analyst

Consumer Web • eCommerce • Machine Learning • Software • Sports • Analytics
In-Office or Remote
Santa Ana, CA, USA
2246 Employees
90K-138K Annually

Loma Linda Logo Loma Linda

Financial Analyst

Food • Manufacturing
In-Office
Loma Linda, CA, USA
2830 Employees
In-Office
Los Angeles, CA, USA
100K-120K Annually
In-Office
Los Angeles, CA, USA
37-44 Hourly

Similar Companies Hiring

Fora Thumbnail
Agency • On-Demand • Professional Services • Sales • Software • Travel • Hospitality
New York, NY
200 Employees
Energy CX Thumbnail
Greentech • Professional Services • Business Intelligence • Consulting • Energy • Financial Services • Utilities
Chicago, IL
108 Employees
Agora RE Thumbnail
Fintech • Real Estate • PropTech
Tel Aviv, IL
200 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account