Financial Analyst

Overview

This role involves evaluating prospective real estate investments, development projects, and acquisitions. The position supports underwriting and strategic decision-making through detailed financial modeling and market analysis. Work includes collaborating with acquisition, disposition, and leadership teams, while maintaining high analytical accuracy and attention to detail.

Responsibilities

• Build and maintain complex Excel-based financial models for acquisitions, developments, redevelopments, leases, and dispositions.
• Analyze key financial metrics including IRR, NPV, equity multiples, and cash-on-cash returns, including sensitivity scenarios.
• Perform scenario and risk analysis to evaluate potential downside exposure.
• Support site selection and acquisition strategies through comprehensive financial and market evaluations.
• Review appraisals, broker opinions of value, and third-party reports to help ensure accuracy and reliability.
• Prepare investment memorandums and executive summaries for internal approval and presentation.
• Track and compare projected versus actual performance post-acquisition to inform future decisions.
• Assist with refinancing and disposition analysis to help optimize investment outcomes.
• Develop understanding of business units and supporting operating systems to enhance financial evaluations.
• Manage multiple complex projects independently, often across different divisions or geographic areas.
• Use discretion and independent judgment in daily decision-making.
• Cross-train and perform other related duties as necessary to support team and organizational goals.

Requirements

• At least 5 years of experience as a financial analyst or an equivalent combination of experience and education.
• Bachelor’s degree in finance, accounting, or a related field.
• Proven ability to achieve desired results and meet organizational goals.
• Strong problem-solving skills and ability to partner effectively with cross-functional teams.
• Advanced financial analysis skills with an understanding of real estate nuances.
• Experience preparing data sets, statistical reports, and using computer applications to support financial analysis.
• Solid understanding of financial statements and financial reports.
• Proficiency in MS Office, especially Excel.
• Ability to participate in online onboarding processes and adapt to organizational systems.

Physical Requirements

• Ability to maintain seated or standing positions for extended periods.
• Ability to lift up to 15 pounds periodically.
• Ability to navigate and access all facilities comfortably.
• Effective verbal communication skills in-person and electronically.
• Good visual acuity for computer-related tasks.
• Reasonable accommodations may be provided to enable individuals with disabilities to perform essential job functions.

Preferred Qualifications

• Financial modeling
• Data analysis
• Real estate
• Investment analysis
• Financial reporting
• Market research

Compensation & Benefits

• 401(k) plan with a 100% match on the first 3% of contributions and 50% of the next 2%
• Healthcare plans
• Virtual doctor visits

Location

Mattoon, Illinois