Finance Associate

Johnson Development Associates; Spartanburg (SC); On-site; USD 65,000 - 90,000; Full time

Job summary

Johnson Development Associates, Inc. (JDA) seeks a Finance Associate to support project financing, asset management, and evaluation of investment opportunities. You will collaborate with the CFO and Finance Team on data automation and analytics for development and portfolio oversight.

Responsibilities include building data models, exploring AI-driven insights, and creating bank-ready financing materials. A finance/real estate background and data skills will be essential in a fast-paced,

Qualifications

• Bachelor's degree in finance, accounting, economics, real estate, or related field.
• CS/Data Science coursework preferred.

Responsibilities

• Collaborate to automate data silos and analytical bottlenecks.
• Analyze data collection, storage, and reporting methods for efficiency.
• Research AI, automation, and data visualization tech for CRE.
• Develop data models and analytics to improve accuracy and speed.
• Assist finance on new developments and portfolio analyses.
• Prepare bank pitch books and support financing efforts.
• Manage reporting and compliance with lenders and tax advisors.
• Support in budgets, debt management, and asset operations.

Skills

MS Office

SQL

Python

R

Tableau

Power BI

Automation tools

Education

Bachelor's Degree in Finance/Accounting/Economics/Real Estate

Computing coursework (CS/Data Science)

Tools

Tableau

Power BI

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 Associate will work with the CFO, 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.
• Research and evaluate emerging technologies, including automation tools, AI applications, and advanced data visualization techniques relevant to commercial real estate.
• 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 financial viability of new projects and acquisition opportunities.
• 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).
• Work with the CFO / Director of Finance to foster current banking relationships and develop new banking relationships.
• Manage third-party mortgage brokers on permanent financings.
• Communicate and prepare information for Johnson Management, LLC regarding partner capital requirements, timing of capital contributions, and monthly operating reports.
• 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’s portfolio of assets, including:Annual budgeting process
  • Monthly and annual reporting on new business and the existing portfolio
  • Financial analysis of hold vs. sell scenarios
  • 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.
• Communicate with third-party tax consultants and manage tax information pertaining to existing assets.
• 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.
• Relevant coursework in Computer Science or Data Science preferred.

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

• 2+ years of experience in finance, real estate, asset management, or operations.
• Ability to understand, interpret, and analyze financial data, with proficiency in financial underwriting.
• General understanding of the commercial real estate lifecycle, including development, acquisitions, ownership, and operations, is a significant advantage.
• 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 regard of confidentiality for company information.

Equal Opportunity 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.