Finance Analyst

Johnson Development Associates; Spartanburg (SC); On-site; USD 70,000 - 100,000; Full time

Job summary

Johnson Development Associates, Inc. (JDA) is seeking a Finance Analyst to support project financing, asset management, and evaluation of investment opportunities.

You will collaborate across teams to automate data, improve models, and provide financial insights for development and portfolio management. The role involves analyzing data, building dashboards, and assisting in budgeting, reporting, and lender communications.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Real Estate, or related field.
• Strong analytical and problem-solving skills.
• Ability to understand, interpret, and analyze financial data.
• Experience with data manipulation and analysis tools.

Responsibilities

• Internal Data and Platform Development: identify bottlenecks and automate processes.
• Develop data models and analytical frameworks with automation/AI insights.
• Develop bank pitches for development/permanent financing.
• Portfolio Management: assist budgeting and monthly/annual reporting.
• Coordinate with asset management and lenders; manage debt and insurance.
• Support development financing activities and bonding procurement.

Skills

Analytical thinking

Problem-solving

Communication skills

Self-motivation

Adaptability

Confidentiality

Education

Bachelor's Degree in Finance, Accounting, Economics, Real Estate, or related field

Tools

MS Office

SQL

Python

R

Tableau

Power BI

Automation tools

Scripting languages

UI/UX basics

Job description

Company Description:

Johnson Development Associates, Inc. (JDA) is a fast-paced, entrepreneurial, multi-division national real estate developer that is committed to delivering excellence. We are driven by our Guiding Principles of integrity, partnership, humility, principled entrepreneurship, initiative, and fulfillment, and we believe the key to our continued success and growth is our ability to identify, hire, onboard and develop highly talented people.

Position Summary:

The Finance Analyst will work with the Finance Team, and other members of the Company to provide assistance with project financing, asset management, and the evaluation of investment opportunities.

Position Responsibilities:

Internal Data and Platform Development

• Collaborate with internal teams to identify existing manual processes, data silos, and analytical bottlenecks that can be improved or automated.
• Analyze current data collection, storage, and reporting methodologies to pinpoint inefficiencies and opportunities for leveraging internal and external data sources more effectively.
• Assist in the development and maintenance of improved data models and analytical frameworks that incorporate automation and/or AI-driven insights to enhance accuracy, efficiency, and predictive capabilities.

Development

• Work with and assist the Finance Team, and various members of the JDA team, on all finance matters associated with new developments generated by Company divisions.
• Assess and make recommendations on additional financial analysis tools that would better support development activities (changes to existing proformas, developing new proformas, and/or using third party financial analysis software).
• Develop bank pitch books for the financing of new and existing projects (development financing and permanent financing).
• Assist in the procurement of development bonding (through surety bonds or letters of credit) as required.

Portfolio Management

• Work with and assist the Finance Team and various members of the JDA team, on all finance matters associated with the management and on-going operations of JDA portfolio of assets, including:
  • Annual budgeting process
  • Monthly and annual reporting on new business and the existing portfolio
  • Work with internal Asset Management team members and third-party asset managers to effectively operate properties and help provide financial analysis and feedback
• Manage existing debt portfolio and maturing debt.
• Generate compliance certificates and other information required by lenders.
• Manage insurance solutions for properties across all asset types.

Required Education and Experience:

Education

• Bachelor's Degree in Finance, Accounting, Economics, Real Estate, or a related field.

Technical Skills Preferred

• High degree of proficiency in MS Office Suite (Word, PowerPoint, Excel).
• Experience with data manipulation and analysis tools (e.g., SQL, Python, R).
• Familiarity with business intelligence platforms (e.g., Tableau, Power BI) for creating dashboards and reports.
• Experience with automation tools, scripting languages, and basic, functional UI and UX design and implementation.

General

• Ability to understand, interpret, and analyze financial data, with proficiency in financial underwriting.
• Strong analytical and problem-solving skills with the ability to develop creative and effective solutions to complex data and process challenges.
• Effective written and verbal communication skills.
• Self-motivated and adaptable, with proven ability to thrive in fast-paced environments, and solve problems independently.
• Represent Johnson Development Associates, Inc. in a positive and professional manner.
• Maintain a high level of confidentiality for company information.

Equal Opportuity Employer:

JDA provides equal employment opportunities (EEO) to all applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. JDA complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent an expressed or implied contract of employment, nor does it alter your at-will employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.