Financial Analyst

Prometheus Real Estate Group; San Mateo (CA); Hybrid; USD 83,000 - 101,000; Full time

Benefits offered by this job

Hybrid work schedule

Medical and dental benefits

401(k) with employer matching

Paid holidays

Job summary

Prometheus Real Estate Group is seeking a detail-oriented Financial Analyst to join our Finance team in the San Mateo office. You will analyze financing needs, manage asset management functions, and perform long-term cash flow analyses that influence strategic decisions.

Responsibilities include revenue management, budgeting, refinancing analyses, and regular reporting to ownership. You will work with the VP of Finance to support growth and financial health of Prometheus and its entities.

Qualifications

• Education & Experience: Bachelor’s degree; 1-3 years in finance; real estate experience preferred.
• Core Competencies: Strong analytical and numerical reasoning.
• Technical Competencies: Proficient in Windows, MS Office, Hyperion, Yieldstar, SAP, Yardi.
• Cultural Traits: Team-oriented, entrepreneurial, and proactive.

Responsibilities

• Analyze long-term cash flow to inform financing and investing decisions.
• Oversee portfolio budgeting, revenue analysis, and refinancing analysis.
• Develop controls and report on P&L and balance sheet items.
• Coordinate lender communications and due diligence with banks and consultants.
• Support treasury and asset management activities and special projects.

Skills

Strong analytical skills

Financial analysis

Communication

Education

Bachelor’s degree in Finance or related field

Tools

Windows

MS Office

Excel

Hyperion

Yieldstar

SAP

Yardi

Job description

Founded in 1965, Prometheus is the largest privately held owner of apartments in the San Francisco Bay Area, with a portfolio of over 13,000 apartments in the Silicon Valley, Portland, and Seattle regions. We invest in real estate long-term and the focus on enduring quality drives every element of what we do - from our selection of locations to design decisions, reinvestments into our Neighborhoods and our operating strategy.

We are proud to be a Certified B Corporation, part of a group of companies that meets the highest standards for using business as a force for good. We have more than 500 Prometheans, and have a home office in San Mateo, with satellite offices in Portland, Oregon, and in the Bay Area. We are a vertically integrated company with four main core competencies in-house: acquisitions/investments, development, value-add renovations, and operations/property management. Prometheus has a long history of award-winning approaches to what we do, receiving over 100 awards for design and excellence including Fortune Magazine’s list of 100 Best Small & Medium Companies, the 100 Best Workplaces for Women and Best Places to Work in the Bay Area.

OUR PURPOSE

We are focused on Good Living for the Greater Good. This means providing a true sense of home and belonging for our Neighbors, Clients and Prometheans and giving our time and resources to bring positive change locally and beyond. It also means supporting you in your career goals with the very best working experience, and that starts with us having fun in the work we do together.

YOUR ROLE AND IMPACT

Prometheus Real Estate Group is seeking a detail-oriented and analytically-minded Financial Analyst to join our Finance team. In this role, you'll analyze financing and investing needs, manage asset management and treasury functions, and perform strategic long-term cash flow analysis that directly impacts our business decisions. You'll work closely with the Vice President of Finance to support the financial health and growth of Prometheus Real Estate Group and related entities.

• Financial Analysis & Strategy – Analyze long-term cash flow needs to inform financing and investing decisions; manage personal banking and investments for company ownership; track key interest rates and market indexes; prepare annual financial statements on current value basis for our portfolio.
• Portfolio Management & Performance – Oversee revenue management, sales analysis, and refinancing analysis; calculate proceeds and ROIs for repositioning efforts; manage property and portfolio budgeting; benchmark portfolio performance; conduct property tax analysis and appeals.
• Reporting & Insights – Maintain and enhance our Finance and Asset Management platform; track returns and identify portfolio trends to mitigate risk and maximize revenue; develop controls and assign responsibility for key P&L and Balance Sheet items; provide regular reporting to ownership on financial and asset performance.
• Lender & Corporate Communications – Assist in negotiating lender agreements for construction and permanent financing; coordinate due diligence requirements with lenders and third-party consultants; maintain communications with primary banks and serve as liaison between banking partners and our company.
• Operational Excellence – Handle special projects and additional duties as assigned; maintain regular attendance and compliance with company standards; travel occasionally as needed to support business objectives.

JOB QUALIFICATIONS

The Financial Analyst must possess the following knowledge, skills and abilities and be able to explain and demonstrate that they can perform the essential functions of the job, with or without reasonable accommodation, using some other combination of knowledge, skills, and abilities:

• Education & Experience - Bachelor’s degree in Finance, Business Administration, Entrepreneurial Management, or Real Estate Management preferred. 1-3 years of relevant finance experience; Experience in multi-family, single-family, or commercial real estate development.
• Core Competencies - Strong analytical skills with the ability to work with and interpret complex financial data.
• Technical Competencies - Computer proficient in Windows, MS Office, Word, Excel, Outlook, Hyperion, Yieldstar, SAP, Yardi;Ability to read, analyze, and interpret complex documents and business periodicals.
• Your Cultural Traits - Although we’re a highly dispersed organization by the nature of our business, our Prometheans are strongly united by our Purpose, Mission and our Cultural Traits. These are the defining characteristics of a Promethean: Team Oriented, Communicator, Entrepreneurial, Passionate, Self-Starter, Creative, Principled, and Brand Ambassador.

COMPENSATION AND BENEFITS

We offer a variety of benefits that take compensation well beyond a paycheck. This includes traditional benefits and benefits you might not expect or know about. The provided salary range is based on a number of factors, including location, job-related skills, experience and qualifications.

Compensation

• Pay Range: $82,700.00 to $101,100.00 per year
• Discretionary Annual Bonus Plan
• Medical; Vision; Dental:100% Company-paid plans (including eligible dependents) and affordable buy-up options
• Behavioral Health Program Accessible 24/7
• Tax-Free Flexible Spending Accounts
• 401(K) Retirement Plan with Employer Matching
• Recognition & Rewards Program (Torch)
• Vacation: 10 days per year with accrual increasing over time
• Anniversary Vacation: 40-hour Vacation Granted at Tenured Milestones
• Sick Leave: 9 days per year
• 12 paid holidays, including your birthday!
• Educational Assistance, Tuition Reimbursement
• Referral Bonus
• Hybrid Work Schedule

Learn more about these and other perks of being a Promethean by exploring our full Benefits Guide

Prometheus is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or any other status protected under federal, state or local law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.

If you'd like more information about your EEO rights as an applicant under Federal Employment Laws, please check out these FMLA , EEO , and EPPA pages.