Senior Financial Analyst

urw; Laredo (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

URW seeks a Senior Financial Analyst (Capital Markets & Business Affairs) in Century City, CA to support debt financing and asset underwriting. You will work with the Capital Markets & Business Affairs team to analyze cash flows, prepare projections, and coordinate with lenders and internal teams.

The role focuses on underwriting, quarterly debt reporting, and tenant risk analysis, requiring strong financial modeling and data storytelling.

Qualifications

• Experience underwriting assets for debt financing and asset valuation.
• Strong ability to review property-level P&L and budgets.
• Ability to prepare concise reports and presentations with storytelling using data.

Responsibilities

• Underwrite assets for debt financing and assess valuation and performance.
• Coordinate due diligence materials for lenders and analyze tenant data.
• Review property P&L, balance sheet and budgets; assess lease impact.
• Communicate with internal/external parties and manage relationships.
• Prepare reports and dashboards; develop metrics for other teams.
• Support data requests and enhance financial models and reports.
• Assess tenant health and creditworthiness for leadership.

Skills

Asset underwriting

Debt financing experience

Financial modeling

Data analytics

Stakeholder communication

Job description

Senior Financial Analyst (Capital Markets & Business Affairs) - Century City, CA

Do you want to help revolutionize a major industry? At Unibail-Rodamco-Westfield (URW), you'll have the opportunity to impact the future of real estate by developing innovative and engaging places that reinvent being together. Come join a team that builds excitement about working at URW. You'll get to work with leaders who are passionate about tackling changing consumer behavior with innovative experiences. All this bold vision means the company culture embraces evolution and change. We believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. If you're passionate about URW and looking to learn and grow, then we look forward to reviewing your application!

We Are Currently Looking for a:

Senior Financial Analyst (Capital Markets & Business Affairs) - Century City, CA

What We Offer

The Senior Financial Analyst (SFA) role in the Capital Markets & Business Affairs group at URW is responsible for providing insights and day-to-day support to assist in critical company processes, such as performing asset underwriting for financing purposes, producing quarterly debt reporting and projection packages, tracking tenant bankruptcies and coordinating with internal teams on potential workout solutions with tenants, and providing support for the Treasury team's cash management functions occasionally as may be needed. The Capital Markets function supports debt financing transactions with third party brokers, banks, life companies, private equity and CMBS lenders. During a transaction period, the Capital Markets team engages with prospective lenders to originate a loan by marketing the asset, participating in the lender selection and approval process, managing lender due diligence, negotiating loan requirements and assisting with documentation preparation. The team also analyzes property cash flows and historical/projected performance to fully understand the asset strategy and to build financial models to assist in loan origination. The SFA role is the point person on the team for owning the underwriting model and serving as an intermediary between third parties and the company for due diligence materials requests and underwriting needs during the financing process. The team also produces quarterly debt reporting schedules and projections, such as an Outstanding Debt schedule, including Inter-Company Debt, Mortgages, Commercial Paper and Bonds, and an Interest Expense and Loan Principal Cash Flow Forecast by debt facility. In addition, the team performs a semi-annual mark-to-market analysis whereby the market value of US mortgage and bond debt is calculated for IFRS reporting standards. The Business Affairs function is responsible for risk analysis related to potential tenant bankruptcy filings and for negotiations with tenants who file bankruptcy. The team is responsible for extracting the most value out of tenants who seek to reduce their rental obligations, while balancing the risk to the company. For certain lease workouts and bankruptcy cases, the SFA role participates in the development of case strategy and, in some cases, in negotiations directly with the tenant and/or tenant counsel. The team also produces a semi-annual report on tenant security risk and maintains a daily tenant bankruptcy risk tracking file. On the Treasury side, the SFA will assist as needed with documenting internal and external debt transactions in the company's debt-management software system, managing daily payment activity and preparing daily cash and liquidity reporting.

Scope

• Underwrite assets for debt financing, which requires developing an understanding of a given asset's valuation, strategy and financial/operating performance.
• Coordinate, collect, compile, and review financial reports, leasing data and other due diligence materials for lenders, as well as lease damage/mitigation analysis for at-risk tenants.
• Review property level P&L, balance sheet and operational budgets and provide economic lease analysis for new tenants and lease renewals in terms of potential impact on forecasted property operating income.
• Ensure timely, accurate communication while upholding and fostering an outstanding relationship with internal and external parties.
• Prepare reports and presentations, telling a concise and compelling story with the data presented.
• Develop and publish metrics to enable other departments to meet targets.
• Act as the team's first point of contact for data requests and analytics.
• Develop and enhance the team's existing models and reports to continuously drive improvement.
• Review tenant financials and business documents to assess tenant health and credit worthiness for senior leadership.
• Develop an understanding of bankruptcy proceedings to effectively manage the process and highlight opportunities for proactive bankruptcy mitigation and negotiation improvement.
• Identify internal training opportunities and partner with leadership and other teams to develop metrics and p