Financial Analyst - Tarzana, CA

The Financial Analyst's role will be to evaluate potential property investments by building complex financial models, creating pro forma statements, analyzing market trends, assessing property financials and leases, and conducting due diligence to determine project viability and ...

Job description

The Financial Analyst's role will be to evaluate potential property investments by building complex financial models, creating pro forma statements, analyzing market trends, assessing property financials and leases, and conducting due diligence to determine project viability and returns for the management team, lenders, and investors. The Analyst will prepare detailed reports and presentations for stakeholders, focusing on risk assessment, debt sizing, and strategic investment recommendations. As a trusted partner, the Financial Analyst will provide detailed analytical advise to all departments, supporting strategic decision-making and driving continued growth.

Primary responsibilities include, but are not limited to:

• Evaluation of commercial property and/or portfolio acquisition opportunities
• Preparation of financial models, pro forma statements, budgets, and market comps to assess potential opportunities
• Due diligence for acquisition transactions
• Due diligence for loan and refinance transactions
• Preparation of quarterly and annual financial statements
• Researching industry trends, competitors and current events to provide relevant business insights
• Participate in preparation of annual budgets and reforecasting
• Support tax planning and compliance efforts
• Coordinate workflow among Management Team, Asset Management, Accounting
• Report directly to the CEO and act a "right-hand" to ensure all tasks are completed accurately and on time
• Manage business workflow improvements such as standardizing templates, integrating AI into workflow processes, and updating the firm's social media platforms.

Qualifications:

• 2 - 3 years of Accounting or Finance experience, preferably in commercial real estate
• BA/BS degree in Accounting, Finance, Economics or related field
• Advanced knowledge of Microsoft Excel
• Proficient in Outlook, Word and experience using Argus and Yardi software a plus, but not required
• Advanced analytical, critical thinking, and problem solving skills
• Ability to manage multiple projects at one time and meet deadlines
• Demonstrated ability to plan, organize and prioritize responsibilities
• Demonstrated ability to communicate clearly and succinctly
• Exceptional attention to detail
• Self-starter with a strong work ethic and ability to contribute positively to a team environment.

Company Overview:

Highpoint Capital Group is a commercial real estate investment firm base in the San Fernando Valley area of Los Angeles, CA.

Highpoint owns and operates 20+ commercial properties on the West Coast of the United States. The portfolio of investments is valued at approximately $500MM.

The main office is located in Tarzana, CA and the position is in-person.

This is an exciting opportunity for a diligent Financial Analyst to join a successful and growing real estate investment firm.

Pay: $75, $95,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Education:

• Bachelor's (Required)

Experience:

• Accounting or Finance: 2 years (Required)

Work Location: In person