Financial Analyst , Asset Management

PhxPhxProConnect; Miami (FL); On-site; USD 82,000 - 118,000; Full time

Job summary

PhxPhxProConnect seeks a Financial Analyst, Asset Management to support leasing, stabilization, and underwriting for Florida assets. You will analyze cash flows, review budgets, and coordinate with property management and joint venture partners to optimize returns.

Candidates need 5–10 years in real estate finance or accounting, strong Excel and Yardi skills, and proven ability to manage multiple projects under deadlines.

Qualifications

• Bachelor’s in Finance or Accounting is required.
• 5–10 years in Real Estate/Construction finance or accounting.
• Strong Excel, Word and Outlook; proficiency in financial analysis and accounting.

Responsibilities

• Create financial analyses for lease-up and stabilization and advise on concessions, rents, and marketing to meet proforma.
• Manage property and property management activities per underwriting or budget.
• Ensure property managers maintain asset to the highest standard; oversee onsite team and advise on changes.

Skills

Communication

Discretion

Financial analysis

Accounting

Time management

Attention to detail

Research skills

Quantitative skills

Education

Bachelor’s in Finance or Accounting

Tools

Yardi

Excel

Word

Outlook

Job description

About the job Financial Analyst , Asset Management

ARE YOU LOOKING TO WORK FOR ONE OF THE BEST REAL ESTATE FIRMS IN FLORIDA? This is your opportunity. Company has had explosive growth and looking to add an Finacial Analyst of Assett Managment.

QUALIFICATIONS

Excellent communication skills; ability to demonstrate discretion and confidentiality; proficiency in financial analysis, accounting; working knowledge of Yardi; expertise in Excel, Word and Outlook; attention to detail; deadline-oriented; ability to conduct online research and summarize results to management; excellent time management and quantitative skills

Education:

Bachelor’s in Finance or Accounting

Experience:

5 – 10 years’ experience in Real Estate/Construction finance or accounting.

PRIMARY RESPONSIBILITIES

• Create financial analyses for lease-up and stabilization, and make recommendations on concessions, rents and marketing to help meet or exceed proforma underwriting


• Manage property and property management company activities in accordance with established underwriting or budget for asset


• Ensure property managers are maintaining asset to the highest standard. Oversee onsite team and make recommendations to company management on necessary changes, as needed


• Create financials analyses with a good understanding of market dynamics, including new supply, major employment shifts, neighborhood trends,


• Ensure adherence to requirements established according to Joint Venture agreements and Management agreements


• Interface with Joint Venture partners and co-developers.Provide information on project as per established guidelines


• Work closely with Accounting Department on financial accounting and bank draw process


• Manage construction management system, including start up for projects (jobs), budgets, job costs, cost codes, contracts, change orders, purchase orders, and various construction progress reports


• Analyze, review, and forecast construction status with Project/Construction Managers


• Review Monthly Draw Request


• Oversee property management firm during lease-up and once stabilized


• Maintain contract documents


• Manage all Lease and Tenant Improvements adherence to contractual terms


• Prepare and update lease abstracts and rent rolls


• Assist with deal sheet preparation and other backup forms for leases


• Prepare and manage retail lease procedure checklist (rent commencement and TIA requests and payments)


• Oversee procurement of insurance for construction projects-Act as main point of contact


• Review and analyze capitalization of costs while ensuring compliance with policy


• Direct and participate in cost analyses


• Assist in the creation of and the monitoring of property budgets


• Assists assigned property manager, employees, and contractors