Real Estate Finance Resume Samples
4.5
(106 votes) for
Real Estate Finance Resume Samples
The Guide To Resume Tailoring
Guide the recruiter to the conclusion that you are the best candidate for the real estate finance job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.
Craft your perfect resume by picking job responsibilities written by professional recruiters
Pick from the thousands of curated job responsibilities used by the leading companies
Tailor your resume & cover letter with wording that best fits for each job you apply
Resume Builder
Create a Resume in Minutes with Professional Resume Templates
CHOOSE THE BEST TEMPLATE
- Choose from 15 Leading Templates. No need to think about design details.
USE PRE-WRITTEN BULLET POINTS
- Select from thousands of pre-written bullet points.
SAVE YOUR DOCUMENTS IN PDF FILES
- Instantly download in PDF format or share a custom link.
KK
K Kuvalis
Keanu
Kuvalis
5376 Collins Throughway
Philadelphia
PA
+1 (555) 198 1894
5376 Collins Throughway
Philadelphia
PA
Phone
p
+1 (555) 198 1894
Experience
Experience
Dallas, TX
Real Estate Finance
Dallas, TX
Hansen-Christiansen
Dallas, TX
Real Estate Finance
- Manage third party due diligence process, including hiring and review of appraisal, environmental, and engineering reports
- Assist in the origination and execution of mandates to arrange tailor made finance transactions for business line clients
- Perform and review tax provisions for blocker corporations
- Help manage the deal process from application to closing stage through securitization for CMBS loans
- Perform and review tax allocations of partnership income
- Prepare high-quality presentations of all types for senior management
- Participate in periodic site inspections
Los Angeles, CA
Merchant Banking Real Estate Finance
Los Angeles, CA
Klocko Inc
Los Angeles, CA
Merchant Banking Real Estate Finance
- Well organized, quick learner, flexible and pro-active, and strong work ethic
- Legal Entity Management
- Review waterfall model and carried interest calculations
- Review Fund Overview and Valuation Committee materials including hedges, cash flows, FX, Discount Rates and policy updates
- Custody account opening / deposit / withdrawal of securities
- Liaise with accounting policy and Corporate Accounting for entity consolidation and reporting
- Review of all cash movements, acquisitions, sales, capital calls and distributions
present
New York, NY
Senior Financial Analyst, Real Estate Finance
New York, NY
Harris-Bogan
present
New York, NY
Senior Financial Analyst, Real Estate Finance
present
- Manage special projects by providing financial and business expertise, financial information, and analysis, including modeling of complex business scenarios
- To assist with SOX and audit compliance record-keeping
- Consolidate and report results; lead the planning and forecasting process; provide financial support for business analysis
- Provide financial analysis and guidance on ad hoc strategic projects in support of Thomson Reuters leadership and short and long-term strategy
- Perform month-end close processes and analysis and support planning cycles as owner of the core Americas Real Estate detailed budget model as well as submitting Early Looks and Plans into Hyperion. Understand key drivers behind budget variances
- Drive continuous process improvement efforts to enhance timeliness and accuracy of financial results reporting and analysis
- Manage planning, forecasting, reporting, and analysis for financial results including financial and non-financial metrics
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
The University of Kansas
Bachelor’s Degree in Accounting
Skills
Skills
- Ability to multi-task and prioritization
- Ability to work in a small team environment
- Deep knowledge of Japan real estate market conditions and trends
- Knowledge of Japan real estate market conditions and trends
- Knowledge of the main players in the real estate industry in Japan including clients, other lenders and third party advisors including legal counsel and appraisers
- Knowledge of business line policies and procedures
- Knowledge of Japanese regulation and law related to the business
- JSDA (Japan Securities Dealers Association)’s Internal Administrators/Controllers’ qualification
- 7-10 years structured finance experience including real estate structured finance specifically
- Analytical skills
15 Real Estate Finance resume templates
Read our complete resume writing guides
1
Real Estate Finance Controller Resume Examples & Samples
- Understanding of investment structures, mortgage documents, development agreements, partnership agreements, and purchase and sale agreements
- Perform financial due diligence for acquisitions by working with various JREP departments, thirds parties, sellers, JV partners, legal counsel, etc
- Broadly interact with independent external auditors and tax practitioners
- Review and analyze property financial information. Facilitate and oversee monthly / quarterly reporting process. Ensure that all investments are accounted for in accordance with JREP policies and procedures as well as GAAP
- Analyze financial statements and other financial reports of real estate investments
- Prepare and review cash flow, profitability and return on investment analyses
- Oversight of third party property management and joint venture partners to ensure compliance with operating agreements
- Identify and resolve any control issues relating to property management or internal processes
- Client service support including preparing management analysis and responding to client and consultant requests
- Assist CFO/Head Controller with quarterly pricing, financial reporting and accounting of real estate funds. Assist with production of quarterly/annual reports for funds
- Assist with oversight and management of quarterly client statement process including review of final product
- Oversight and management of payments made at the fund level in addition to treasury maintenance (includes quarterly tax payment/withholding process)
- Assist with assemblage of property and client financial data used by tax practitioners for quarterly and year-end tax filing
- Coordinate with the investor relations team regarding responses to client questions and requests
- Assist with internal regulatory/compliance reporting requests
- Bachelor’s degree with major in accounting
- Computer literacy and working knowledge of Excel and Word.Experience in financial related capacities is required. Strong accounting, analytical and problem solving skills. Must be detail oriented with strong organizational skills. Solid communication skills.Ability to work in many roles within the team framework (leader,support, coworker, backup for peers). C.P.A. required
2
Merchant Banking Real Estate Finance Resume Examples & Samples
- Experience with creation of management presentations using PowerPoint
- General understanding of the Private Equity / Real Estate Fund business
- Understanding net income and distribution waterfalls for the purpose of calculating carried interest
3
Merchant Banking Real Estate Finance VP Resume Examples & Samples
- Bachelor Degree (Accounting/Finance preferred)
- Public accounting or fund administration experience preferred
- 15 years of accounting experience including financial statement preparation experience and prior experience in Private Equity and/or Real Estate is required
- Knowledge of Private Equity / Real Estate tax requirements is a plus
- Shows initiative, self motivated, professional demeanor and desire to learn
- A team player with strong communication skills
- Highly motivated and detail oriented individual
- High level of proficiency with Microsoft Excel and other Microsoft Office Applications (strong Excel and database skills a plus)
4
Analyst, Real Estate Finance Resume Examples & Samples
- Gain a strong understanding of the clients’ credit and business strategy; including building projected cash flow models to stress credit metrics
- Assist in the structuring of loan documentation, including pitching, pre-launch negotiation, and syndication
- Prepare marketing materials for lead managed facilities; interact directly with Clients to prepare marketing materials for lenders
- Interact regularly with product and global partners across full product suite including Fixed Income, Investment Banking, and Derivatives, as well as Risk and Capital Management teams
- Attention to detail and highly motivated
- Interest in corporate finance as well as actively engaging with clients and other lenders on a daily basis
- Ability to work in a “flat” structure, directly with senior team members
5
Real Estate Finance VP Resume Examples & Samples
- Develop and broaden relationships with Global Corporate and Investment Banking clients by assisting with client development and advising clients regarding overall capital structure (coordinate data with clients, assist in presentation of new ideas to clients)
- Track business development (collect research, analyze industry trends)
- Work closely with investment banking and other product partners to develop and market financing strategies to existing and prospective clients
- Oversee preparation of offering and marketing materials
- Assist in arranging and syndication of lead managed business
- Manage internal credit approval process
- Direct experience in the negotiation of credit agreement documentation
- Strong work ethic and ability to multitask in a team environment
- 6+ years of proven real estate lending/credit experience or equivalent product experience
- Master's degree preferred
6
Senior Analyst, Real Estate Finance Resume Examples & Samples
- Strong grasp of financial theory and accounting practices paired with excellent analytical skills
- Proven ability to create teams and partnerships
- Effective communication and presentation skills (written and oral)
- Demonstrated ability and comfort to present recommendations to senior executives
- Expert in Excel. Proficient in PowerPoint and Word
- 4+ years professional working experience in finance and accounting
- Investment banking experience a plus Real estate experience a plus
7
CIB Securitized Products Group Real Estate Finance Associate Resume Examples & Samples
- Flawless data handling
- Very good attention to detail, strong analytical skills
- Developed modelling skills
- Strong report writing skills
- Understanding of loan structuring
- European real estate
- Risk analysis
8
Senior Financial Analyst Real Estate Finance Bank Resume Examples & Samples
- Prepare monthly, quarterly forecast and annual budgets
- Prepare monthly financial reporting and analysis to ensure that the Bank Building P&L is on track to meeting its financial objectives
- Investigate variances to plan/forecast
- Own proper maintenance of transactions to ensure a well-managed Bank Building P&L
- Liaise with Project Finance Analyst to ensure all financial estimates for Corporate projects are integrated and accounted for in the total Bank Building P&L
- Prepare reporting materials for key finance leads outside of ERE to manage expectations for changes in their occupancy costs
- Improve and automate where possible
- Present to Senior Management on a monthly / quarterly basis
- Participate in both the annual and long-term business plan for ERE
- Provide subject matter expertise and analytics in the development of project accounting and tracking processes
- Financial analytics to support ERE achievement of key initiatives and projects
- Develop and maintain strong relationships with business partners
- Effective communication skills (both written and verbal)
- Ability to work with and distill large amounts of data into meaningful information
- Analytics, and project costing / business cases
- Expertise in accounting guidelines and rules, focus on project accounting
- Ability to learn and assist in building automated processes
9
Real Estate Finance Associate Resume Examples & Samples
- Originate, structure, and transaction manage corporate and property level financings
- Transactions include corporate credit facilities, term loans, bridge financing, M&A, LBO, and IPO financings, as well as (to a lesser extent) select single or multiple asset balance sheet financings
- Assist with the preparation of offering and marketing materials
- Create financial analyses (build financial models, assess both corporate and asset valuation and perform pro forma analytics including accretion/dilution and credit impacts)
- Participate in internal credit approval process
- Strong understanding of Microsoft Excel, Word and PowerPoint
- 3+ years of proven real estate lending/credit experience or equivalent product experience
- Bachelor’s Degree in Finance or closely related areas of Business Administration
10
Real Estate Finance Resume Examples & Samples
- 2-5 Years of public accounting or fund accounting experience
- Real Estate, Private Equity industry experience a plus
- Bachelor’s Degree in Accounting required
- Understanding of common industry performance metrics required
- Very strong excel skills required
11
Real Estate Finance Associate to VP Resume Examples & Samples
- Real Estate Finance ( providing the scheme of finance, documentation and implementation )
- Minimum 5 year experience in Corporate Banking or Real Estate Investment Fund based in Japan
- Native level fluency in written and spoken Japanese and Business level English
- Real Estate Finance experience at Global Bank or Mega Bank in Japan
12
CIB Securitized Products Group Real Estate Finance VP Resume Examples & Samples
- Screening and researching loan opportunities
- Generate real estate and loan model output
- Preparation of deal proposals for internal committees
- Provide industry sector research and analysis
- Creation of detailed loan summaries and portfolio stratification analysis
- Research transaction comparables and summarise findings
- Assist real estate underwriting
- CRE market & companies research sourcing information
- Coordination of internal and external engagement documentation
- Experience in a real estate finance department of bank/financial institution
- Track record of loan origination, structuring, execution and client management
- Strong credit analysis, structuring and underwriting experience
- Strong understanding of traditional commercial real estate asset classes and operating assets like hotels and healthcare
- Sophisticated Excel and Argus skills
13
Cmbs & Real Estate Finance Resume Examples & Samples
- Manage the day-to-day operations of fixed-rate conduit, floating-rate, and single-borrower CMBS transactions
- Assist in creating efficient loan pools that are saleable to the market and optimize deal execution
- Prepare prospectus supplements, collateral term sheets, and other offering documents for each transaction
- Ensure all deal parties provide deliverables on time pursuant to deal-specific calendars
- Oversee the subordinate bond buyer ("B-piece Buyer") and NRSRO ("Rating Agency") due diligence process, which includes Q&A, site inspections, and document requests, among other things
- Explain loan rationale and underwriting criteria to B-piece Buyers and Rating Agencies
- Assist the Capital Markets trading desk with answering investor questions in order to facilitate bond sales
- Coordinate the bond settlement process, which includes preparing the flow of funds and ensuring all parties are in agreement on the distribution of deal proceeds and expenses
- 5 years’ experience in CMBS & Real Estate Securitization
- Creative in solving problems
- Hard-working and diligent
- Self-driven
- Enthusiastic
- Confident and comfortable with clients
- Articulate in oral and written communication
- Cooperative; focused in achieving the group and client objectives
14
Real Estate Finance Resume Examples & Samples
- Help manage the deal process from application to closing stage through securitization for CMBS loans
- Help to manage relationships and handle negotiations with multiple parties during the transaction cycle, including in-house team members, originators, senior underwriters, borrowers and borrowers’ team members, attorneys, consultants, and third party vendors
- Daily interaction with deal team members, helping to maintain existing relationships with mortgage bankers, commercial banks, real estate brokers, developers, investors, and other sources of third party commercial mortgage loan business
- Responsible for due diligence for and underwriting of loan transactions from $3MM to $100MM, as experience permits
- Required tasks include review of leases, financial and operating statements, third party reports, and real estate market information
- Manage third party due diligence process, including hiring and review of appraisal, environmental, and engineering reports
- Interact closely with CMBS team as applicable and as experience permits
- Prepare high-quality presentations of all types for senior management
- Monitor closed loans and prepare periodic reports for senior management, as experience permits
15
Merchant Banking Real Estate Finance Resume Examples & Samples
- Quarterly and annual financial statement review and coordination with the auditors
- Review quarterly and annual investor reports
- Custody account openings / deposits / withdrawals
- Carried Interest Plan Administration
- Valuations
- Review Fund Overview and Valuation Committee materials including hedges, cash flows, FX, Discount Rates and policy updates
- Quarterly valuation update and presentation to external auditors
- Liaise with accounting policy and Corporate Accounting for entity consolidation and reporting
- Coordinate Request for Proposal (RFP) process for fund administrators, external auditors and custodial services
- SEC Form PF, ADV, SHC, SLT and AIFMD
- Bachelor Degree in Accounting
- Public accounting and / or fund administration experience preferred
- 5–7 years of accounting experience including financial statement preparation within the Asset Management industry preferred
- Knowledge of Private Equity, Merchant Banking and Real Estate tax requirements is a plus-
- Shows initiative, self-motivated, professional demeanor and desire to learn
- Ability to multitask and demonstrate problem solving skills in a fast paced environment
- Well organized, quick learner, flexible and pro-active, and strong work ethic
- High level of proficiency with Microsoft Excel and other Microsoft Office Applications
16
Managing Director & Regional Market Leader Real Estate Finance Resume Examples & Samples
- Credit Qualified with Commercial Limits
- C-400 or equivalent job experience
- Commercial Credit Adjudication Experience
17
Real Estate Finance Resume Examples & Samples
- BS (or above) in Accounting is required
- “Big 4” audit experience is preferred
- 2+ years public/private experience
- Experience in the financial services and/or real estate industries is preferred
- Strong Excel skills preferred
- Investran knowledge a plus
- Familiarity with Investment Company Accounting a plus
18
Real Estate Finance Resume Examples & Samples
- 8+ years public/private, CPA required
- Experience must include waterfall calculations for fair value investments funds
- Real Estate or debt-related industry experience is preferred
- Advanced Excel skills and experience working with complex Excel models are required. Investran knowledge is a plus
19
Financial Analyst Real Estate Finance Resume Examples & Samples
- Drafting internal applications for financing proposals
- Preparing internal ratings
- Liaising with the Risk Management department
- Supporting the team in the execution of loan documents and in the coordination of the external consultants such as legal counsel, appraiser and project surveyor
- Monitoring the existing loans portfolio by performing annual reviews and by checking financial and information covenants
20
Credit Analyst, Real Estate Finance, Halifax Resume Examples & Samples
- 3-5 years commercial experience
- Strong interpersonal skills used within a demanding team environment
- Excellent capability to independently function as part of a team through self-motivation
- In-depth understanding of commercial products, commercial loan documentation, commercial lending and supporting processes
21
CIB Global Securitized Products Group Real Estate Finance VP Resume Examples & Samples
- Analysis of market liquidity and exit pricing for loans originated/acquired by REF Market and execute loans originated/acquired by REF; working in close coordination with SPG Syndicate and Sales Screening and researching loan origination & trading opportunities Assist in real estate underwriting Preparation of deal proposals for internal committee discussions
- Experience in a real estate finance department of bank/financial institution Track record of loan syndication, structuring, execution and client management Track record of executing deals with European real estate lending institutions including banks, financial institutions, insurance companies, hedge funds, family offices etc
- Strong credit analysis, structuring and underwriting experience Strong understanding of traditional commercial real estate asset classes and operating assets like hotels and healthcare Sophisticated Excel and Argus skills Bachelor's degree or equivalent
22
Credit Analyst, Real Estate Finance Resume Examples & Samples
- Highly skilled in building financial models
- Ability to effectively manage competing priorities and timelines
- Ability to interact effectively with customers; internally and externally
- An graduate degree/CA/CGA/CFA or comparable with outstanding academic achievement
23
Real Estate Finance Associate Resume Examples & Samples
- A JD from a Top 50 law school with excellent academic credentials
- At least three years of experience in the banking and/or real estate finance practice of a law firm
- Experience involving secured lending, including syndicated leveraged finance, asset-based lending, private placement of notes and acquisition financing
- A license to practice law in at least one U.S. jurisdiction
24
Real Estate Finance Resume Examples & Samples
- Finance or accounting degree a must
- 4+ years of financial services industry experience (preferably private equity experience)
- Strong computer skills, including knowledge of Excel, Word, and Powerpoint
- The successful candidate should possess a strong attention to detail, be able to multi-task, have superior communication skills, a demonstrated ability to write effectively, and a desire to work in a team environment, often under pressure to meet demanding deadlines in a fast paced environment
25
Real Estate Finance Resume Examples & Samples
- Undergraduate degree in Finance, Accounting or Economics with strong GPA; MBA or CFA a plus
- 8 - 12 years of related experience including Investment Banking, FP&A, Real Estate, or Private Equity
- Ability to work and lead teams in a dynamic environment, handle multiple projects, prioritizes deliverable and meet demanding deadlines
- Communicates effectively both verbally and in writing and displays confidence and sophistication in meetings with senior management
- Detail-oriented with strong analytical and quantitative skills
- Highly proficient in Excel and PowerPoint
- Highly motivated, intelligent and organized; a self-starter with the ability to work effectively with cross-functional teams
- Possesses a strong work ethic with high personal and professional integrity
26
Analyst, Real Estate Finance Resume Examples & Samples
- Help manage the deal process from application to closing stage for balance sheet and CMBS loans
- Help to manage relationships with multiple parties during the transaction cycle, including in-house team members, originators, senior underwriters, borrowers and borrowers’ team members, attorneys, rating agencies and B-Piece buyers, consultants, and third party vendors
- Assist with due diligence for and underwriting of loan transactions from $5MM to $200MM under the supervision of a Senior Transaction Manager
- Required tasks include review of leases, financial and operating statements, third party reports, and real estate market information under supervision of Senior Transaction Manager
- Manage third party due diligence process, including hiring and review of appraisal, environmental, and engineering reports under supervision of Senior Transaction Manager
- Participate in periodic site inspections
- Participate in the preparation of analytic credit memorandums for various loan committees, internal risk management, rating agencies and B-Piece buyers, and co-lenders, as applicable
- Participate in the closing of transactions that includes coordination of the closing with lender’s and borrower’s counsel, and in-house closing coordinator
- Interact closely with CMBS team as applicable
- Prepare high-quality presentations of all types for senior management as experience permits
- Monitor closed balance sheet loans and prepare periodic reports for senior management, as experience permits
27
Analyst, Corporate Real Estate Finance Resume Examples & Samples
- Assist annual planning
- Focus on the Corporate Real Estate Hierarchy management functions
- Prepare Corporate Real Estate Sector Reports like Headcount/Daily Activities/Finance EMR
- Interact with functional Relationship Managers and business partners within the Corporate Real Estate group
- Participate in projects related to the Occupancy and Expense policy and system enhancements and reinforcing expense awareness mindset throughout the function
- Graduates with relevant work Experience/MBA/CA's
- Ability to clearly communicate and present information
- Must be detail-oriented, but also able to summarize data to assist with management decisions
- Ability to understand complex systems and partner to drive change
- Proactively manage the process, respond immediately to issues, and offer solutions
- Experience with expense analysis, business commentary writing, budgeting and forecasting
- Strong knowledge of Corporate Financial systems including: MS Office presentation tools, Essbase
- Flexible to work EMEA shift; extended hours may be needed on a few critical business days
28
Senior Analyst Real Estate Finance Resume Examples & Samples
- Leverage strong real estate finance/investment experience to analyze and develop recommendations for decisions on lease renewals/expirations, new store and remodel activities
- Partner with Real Estate Field, BR Field, Construction, Visual and Store Design to build business case for investment recommendations. Develop forecasts for sales and cannibalization. Gather and evaluate all economic/financial data for input into complex financial models
- Present real estate activity recommendations to leadership
- Ensure that real estate decisions are made in accordance with process timelines
- Serve as single point of contact for BR for any regional projects
- Perform analysis to support BR’s annual market planning meetings
- Participate in annual market planning sessions
- Provide support for brand growth initiatives as needed
- Lead or participate in ad-hoc projects such as (but not limited to): hindsighting, cannibalization analysis, sales forecasting, long range planning, fleet review, process improvements
- Establish and maintain collaborative working relationships with all business partners including Real Estate Field, Real Estate Management, BR Operations, Store Design, Visual, Construction, Legal, Corporate Finance & CSSC
- Expert in Excel functionality, including Vlookup, IFTHEN, Pivot Tables, etc… (an Excel based skills test will be given)
- Strong in Powerpoint. Experience with Microsoft Access and Hyperion Essbase is a plus
- Demonstrated initiative and ability to work independently
- Looks for opportunities to improve existing processes
29
Corporate Finance Real Estate Finance Controller VP Resume Examples & Samples
- Overall responsibility for APAC control environment, including policy adherence, accounting, process management, operational and financial reporting, compliance with Sarbanes-Oxley, and control self-assessments
- Establish and maintain strong relationships with the finance and operations groups of APAC Real Estate, as well as APAC Legal Entity and Line of Business contacts
- Review and improve key APAC accounting processes to ensure processes are efficient, effective, and consistent with global processes
- Identify and drive recommendations to strategically enhance the financial and operational performance of all APAC Real Estate functional areas
- Direct oversight of monthly transaction processes and close, interpretation of Real Estate policy, Corporate Accounting Policies, and US GAAP treatment
- Extensive support of APAC financial (SAP) and real estate application systems implementations
- Supervise and manage a staff of two
- Support ad hoc reporting and analysis across APAC Real Estate as needed
- Develop meaningful financial analysis in support of APAC Real Estate decision making
- Assist APAC Real Estate Finance team in creating annual budgets and updating mid-year forecasts
- Bachelor's degree and CPA, CMA, or Chartered Accountant required, with MBA preferred
- Minimum 10 years financial accounting experience required, working in a high volume, fast-paced environment
- Ability to build and motivate high performance teams as part of a global real estate organization
- Outstanding analytical, process management, and presentation skills
- Creative self-starter with strong initiative, ability to take ownership and work independently, as well as contribute to the broader global team
30
Senior Analyst Real Estate Finance, Gap Inc Resume Examples & Samples
- Partner with cross-functional teams (i.e. Real Estate Field, Upper Field, Store Development) to build business case for investment recommendations
- Develop forecasts for sales and cannibalization. Gather and evaluate all economic/financial data for input into complex financial models
- Support senior management and cross-functional business partners with timely, accurate, actionable financial analysis
- Serve as single point of contact for any regional projects
- Perform analysis to support annual market planning meetings and participate in annual market planning sessions
- Establish and maintain collaborative working relationships with all business partners including Real Estate Field, Store Operations, Store Development, Legal, Corporate Finance & Corporate Shared Services
- Expert in Excel functionality, including Vlookup, Pivot Tables, etc… (an Excel based skills test will be given)
- Solid understanding of financial modeling such as IRR/NPV analysis. Ability to perform financial analysis in a fast paced environment
- Strong analytical skills with the ability to synthesize financial analysis and business objectives into clear business recommendations
- Comfortable presenting to senior leadership
- Demonstrated ability to prioritize and manage multiple assignments
- Team player with a positive attitude
- 2) Minimum educational level
- Bachelor's degree in finance, economics or related field
- 3) Experience
- 3-5 years professional working experience
- 4) Physical Requirements
- Limited travel (<10%)
31
Real Estate Finance Analyst Resume Examples & Samples
- Progressive experience in financial reporting in a real estate property or asset management environment with Broad experience in financial analysis, modeling and budgeting as typically acquired in 6-8 years
- Must have prior experience in financial analysis, budgeting & budgeting techniques
- Commercial real estate transactional background strongly preferred
- Volume purchasing, acquisition and payment, contract negotiations and management
- Developing and implementing policies and procedures related to purchasing and contracts
- Setting up and managing centralized purchasing for multiple affiliates is highly desired
- Use of electronic purchasing applications, particularly Lawson, is desirable
- General knowledge of Generally Accepted Accounting Principles, general ledger and financial statement production, as well as budgeting and financial reporting processes is strongly desired
- Ability to read and understand financial reports and budgets; ability to test reasonableness of proposed assumptions and the financial forecast
- Knowledgeable in writing and implementing policies and procedures for contracting and purchasing related functions
- Knowledgeable in accounts payable, contract negotiations, and volume purchasing functions
- Familiar with purchasing agreements, soliciting bids and evaluating bids for recommended vendor selection
- Highly analytical, detail oriented and accurate
- Proficiency in lease management database and real estate accounting systems preferred (Yardi, Harbor Flex, MRI, etc.)
- Prior experience with property operating budgets, and CAM expenses preferred
- Advanced skills in MS Office (Word, Outlook, Excel, Power Point) with Expert level of experience in Excel spreadsheets. Ability to use Microsoft’s Access database is highly desirable
- Proficiency in using Adobe products
- Ability to work independently with limited supervision and maintain clearly organized supporting documentation
- Strong organization and time management skills; ability to multi-task
- Excellent verbal and written communication skills. Communicates effectively with internal staff and external vendors including multiple levels of leadership & key stakeholders
- Prioritize tasks and consistently meet deadlines while working in a fast-paced environment
- Self-motivated with a broad understanding of financial and business office technologies
32
A-real Estate Finance Resume Examples & Samples
- BS (or above) in Accounting
- 3 plus years of public or public/private experience
- Strong financial reporting experience is required
- Experience in the financial services or real estate industries
- Experience with SEC registrants is required
- Strong Excel skills preferred. Oracle knowledge is a plus
- CPA license is preferred, but not required
33
Retail Real Estate Finance Resume Examples & Samples
- Minimum 4-6 years Lease or Property Accounting, preferably with a national retailer with multiple locations and currencies
- Demonstrated ability to accurately translate contractual lease language to date driven financial obligations
- Understanding of SOX compliance and testing experience preferred
- Experience with database/records management, including ability to export and analyze data
- Proven track record of successfully completing challenging projects with a strong attention to detail, managing multiple time-sensitive priorities while meeting strict deadlines in a highly-fluid, fast-paced and dynamic environment
- Advanced Microsoft Excel experience, presentation applications (e.g. Powerpoint, Keynote)
- Ability to influence the business and build effective partnerships
34
Corporate Real Estate Finance Program Manager Resume Examples & Samples
- University degree, BS in Business or MBA preferred
- Experience in a Finance Management role (Controller also preferred)
- Understanding of contract management and outsourcing agreements
- Expert knowledge of complex financial analysis and financial modeling
- Knowledge of Facilities and Property Management industry and practices
- Understanding and experience with business process improvements
- Understanding and experience in managing Real Estate-related regulatory compliance requirements
- Strong knowledge of Bank’s line of business structure and accounting systems
- In depth analytical thinking, problem solving and trend analysis
- Excellent computer skills in spreadsheets and data analysis applications
- Conceptual thinker
- Ability to influence senior executives and other internal and external stakeholders
- Experience presenting complex information and concepts to all levels of management
- Proven leadership skills in managing business partners and service providers
- In depth data management, analysis, benchmarking and report modeling skills
- Ability to effectively manage multiple tasks and meet critical timelines without compromising the quality, accuracy or value of the end product – strong project management skills
- Very strong oral and written communication across all levels of an organization, both internal and external
- Excellent interpersonal and relationship management skills
- Results-oriented and self-motivated with a commitment to excellence
- Builds and maintains a high performance work environment
35
Associate, Real Estate Finance Resume Examples & Samples
- Develop, foster and expand relationships with direct clients (real estate developers) and mortgage brokers/bankers to increase deal flow
- Manage, coach and support the activities of junior loan originators and analysts with deal structure and pricing to foster their origination efforts
- Manage the performance of team members by providing fair and accurate formal and informal feedback, emphasizing employee strengths, and clarifying performance expectations
36
Real Estate Finance Manager Resume Examples & Samples
- Implements real estate plans with an understanding of the company’s strategic real estate goals. Assists with project initiation and scope definition, prioritization of assignments, and adherence to internal client-driven priorities, commitments, and milestones
- Concurrently works with third party brokers engaging landlord/seller agent and tenant/buyer agent and effectively negotiates the business terms and conditions for a wide variety of related real estate products, including office, distribution and manufacturing facilities
- Works with brokers and creates a large variety of analyses and relevant documents, including but not limited to: project initiation, market comparable reports, Requests for Proposals (RFPs), proposal comparison packages, letters of intent, and broker's opinions of value
- Coordinates the negotiation of sales through a field broker
- Negotiates leases and lease amendments. Monitors lease expirations. Negotiates lease renewals within prescribed timeline
- Working with brokers to locate and acquire new properties to meet internal client's requirements and timelines. Disposes of surplus properties within prescribed timeline
- Understands how to review, analyze, and interpret financial analysis templates including book and cash flow projections, NPV (net present value), and/or IRR (internal rate of return) financial analyses to enable clients to make more informed decisions
- Works closely with Lease Administration, Project Management, Facility Management, and Finance/Accounting teams to ensure integration between the service lines
- Monitors Newell’s real estate project tracking system to ensure timely transaction completion
- Takes the lead on the writing, roll out, monitoring and enforcement of a Corporate Real Estate Standard Operating Procedure Manual
- BS/BA or University degree
- 5-10 years of Project Management/Real Estate or construction experience
- Experience with projects comprised of several large, inter-related work streams preferred
- Strong focus and proven ability to facilitate relations between functions
- Familiarity with structured project management methodologies
- Logical and creative problem-solving and analytical skills
- Possesses basic business financial knowledge
- Proficient in project management tools such as Microsoft Project, SharePoint, and PlanView (or similar PPM tool)
- Possesses influencing skills (leads by example, clearly articulates business cases and interpretation of cause-effect impact)
- Develops and maintains constructive and cooperative working relationships
- Highly effective organization and planning skills
- Ability to scope and size work efforts effectively
- Ability to support the needs of and interact appropriately with cross-functional personnel
- Excellent written and verbal communication skills and presentation skills are required
- Exhibits self-confidence
37
Senior Financial Analyst, Real Estate Finance Resume Examples & Samples
- Perform month-end close processes and analysis and support planning cycles as owner of the core Americas Real Estate detailed budget model as well as submitting Early Looks and Plans into Hyperion. Understand key drivers behind budget variances
- Ensure accuracy of reporting in SAP and Hyperion and compliance with SOX capital policies
- Manage planning, forecasting, reporting, and analysis for financial results including financial and non-financial metrics
- Improve the efficiency and effectiveness of data collection efforts, reporting systems
- Analyze complex financial information and provide clear, accurate and timely financial recommendations
- To assist with SOX and audit compliance record-keeping
- Liaison with Thomson Reuters central Real Estate finance team, operation groups and various ET&O finance groups to complete monthly responsibilities and special projects
- Manage special projects by providing financial and business expertise, financial information, and analysis, including modeling of complex business scenarios
- Assist with coordination and implementation of the annual corporate budget process and interim forecasts on an as needed basis to support the broader Enterprise Technology & Operations [ET&O] Financial Planning & Analysis team
- Provide financial analysis and guidance on ad hoc strategic projects in support of Thomson Reuters leadership and short and long-term strategy
- 5+ years progressive financial experience
- Highly motivated with ability to drive results
- Strong analytical, communication, organizational and interpersonal skills
- Self-initiative skills required, with the ability to interact well with people at various levels across an organization in an environment of changing priorities
- Exhibited oral and written communication skills to an audience, including senior management
- Detail oriented with excellent analytical, quantitative and investigative skills
- Proven ability to operate comfortably and effectively in a fast paced, highly matrix environment
- Business acumen and leadership skills
- Strong budgeting skills and experience in financial systems, including Hyperion and SAP
- Strong PC skills with proven ability to learn new applications as well as experience using spreadsheets and databases for reporting and analysis
- Adaptive to changing business needs, and the ability to work in a variety of different business situations
38
Real Estate Finance Resume Examples & Samples
- Be responsible for fund level cash activities by entities including monitoring daily cash activities and cash reconciliation
- Be responsible for workpaper supporting schedules for balance sheet and income statement accounts
- Record journal entries for capital call, distribution and fund level activities
- Prepare quarterly and annually fund partnerships’ GAAP financial statements
- Prepare GAAP capital account allocations and reconciliations
- Update hurdle rate model for distribution process and prepare distribution schedules and coordinate all wire transfers to investors with Treasury team
- Be involved in quarterly close for BX and all fund level partnerships
- Assist in various investors’ requests
- Be involved in all system migration and implementation
- Strong analytical skills and detail oriented
- Ability to work in a dynamic, fast-paced environment and handle multiple projects
- Possesses a strong work ethic, personal and professional integrity, and a positive attitude
- Proficiency in Excel
39
Senior Managing Director of Real Estate Finance & Valuation Resume Examples & Samples
- Prepare financial modeling and underwriting for investment sale assignments using different financial concepts such as IRR, DCF, Cash on Cash, etc. using Argus and Excel
- Present and discuss financial models to brokers and clients
- Assist with the due diligence required for the underwriting and marketing of the assignments (i.e. review and abstract leases, P&L statements, appraisals, property condition reports, etc.)
- Conduct analysis and develop analytic strategies
- Assist in developing content and writing presentation packages and offering memoranda
- Coordinate with debt/equity team members to underwrite based on debt scenarios
- Participate in pitch presentations with prospect and client meetings and lead discussions on financial modeling
- Research sale and lease comparable data, submarket statistics and peer property inventory using internal and external resources
- Keep current with market trends and industry knowledge
- Extensive experience with developing financial models, cash flows, IRR, DCF, Cash on Cash analysis, building condominium development models and residential rental apartment building models, etc
- Advanced proficiency with PC applications such as Argus, Microsoft Excel, Powerpoint and Word with strong financial modeling skills required
- Familiarity with NYC zoning code and with DHCR filings, NYC real estate tax projections and tax abatements (421-a, ICIP, 80/20, j-51, etc)
- Bachelor’s degree or MBA in Financing/Accounting or business/real estate degree
- A minimum of 3-5 years of extensive financial analyses knowledge – prior experience in the commercial real estate or investment banking industry required
- Strong consulting, oral, written, presentation and facilitation skills
- Ability to work in a complex team environment across multiple departments, under minimum supervision and manage tight deadlines
- Dependable, flexible, ability to balance challenges and able to deal with strong personalities
- Possess strong attention to detail
- Excellent interpersonal skills and ability to establish and maintain effective relationships with clients and co-workers at all levels of the organization
40
Real Estate Finance Resume Examples & Samples
- Undergraduate degree in Finance, Accounting or Economics with strong GPA
- 2-4 years of related experience
- Strong analytical and quantitative skills and detail-oriented
- Ability to work in a fast paced environment and handle multiple projects
- Highly proficient in Excel and PowerPoint, Essbase reporting skills a plus
- Highly motivated and intelligent with the ability to work effectively in a team environment
- Ability to “see the bigger picture” and get to the heart of issues rapidly
- Strong work ethic; genuine passion for excellence
- Personal and professional integrity of the highest order
41
Real Estate Finance Data Analyst Resume Examples & Samples
- Address client queries related to funds, analyze and amend in accordance with IPD procedure
- Build and maintain effective relationships with internal and local market teams
- Bachelors in any finance or engineering related discipline are required; management degree is a plus
- Fundamental knowledge in accounting and finance is mandatory
42
Merchant Banking Real Estate Finance Resume Examples & Samples
- Oversight and governance of outsourced fund administration function
- Quarterly and annual financial statement review and coordination with external auditors for year-end audit
- Review waterfall model and carried interest calculations
- Fund-reimbursable expense management, review of invoices and payments
- Custody account opening / deposit / withdrawal of securities
- Coordinate and provide non-financial data required by the business unit such as customer flows, assets under management (AUM), validation and commentary, enforce business rules etc
- New fund launch review of Offering Memorandum, Limited Partnership Agreements and Entity Structure charts
- SEC Form PF, ADV; Fed Form, FY11, 2314, SLT, SHL, SHCA and AIFMD
- 8+ years of accounting experience including financial statement preparation and review within the Private Equity and Real Estate industries preferred
43
Real Estate Finance Analyst Resume Examples & Samples
- Perform in-depth analysis of real estate investment proposals for core loans, bridge loans, other value-add opportunities and subordinate debt (including mezzanine, B-Notes and 2nd mortgages). Additionally, analyzing construction and participating mortgage opportunities
- Assist in committee approvals, drafting and acceptance of commitments, and the loan closing process
- Assist in the loan closing process including lease review, third party reports, estoppels and SNDA’s
- Support senior loan officers in the management of correspondent relationships, handling requests from Mortgage Banker’s and Borrowers
- Support the Real Estate Finance team’s efforts to attract and maintain 3rd party capital through interaction with the Structured Finance Team
- Bachelor's Degree in Real Estate or Finance with a focus in Real Estate
- Minimum 2 years commercial real estate and analytical experience required
- Knowledge of analytical and marketing tools (Rockport, CoStar, REIS, Argus etc.)
44
Real Estate Finance Manager Resume Examples & Samples
- Providing excellent customer service to a portfolio of Real Estate clients
- Partnering with the Real Estate Origination team and other colleagues to deliver loans for customers
- Working with or under the supervision of a Transaction Management Real Estate Director to review draft term sheets and other early stage documents
- Negotiating deal terms reflecting the agreed structure and approvals for the transaction
- Capturing and organising deal information from lending transactions to provide accurate and appropriate management information
- High level knowledge of the core legal documents required to execute a wide range of real estate transactions
- Working knowledge of the Real Estate industry including investment, development residential and commercial sectors
- Good understanding of the polices and strategies of the Group as they relate to the demands of the team’s customer base including Real Estate players, recourse finance parties, legal agents
- Ability to network effectively both internally and externally and maintain/develop relationships with KBIs, product specialists and other key figures in the business community
- A high level of interpersonal skills demonstrated by good oral and written communication and a team player who is friendly and confident when dealing with customers
- Application:On your application we'll ask for information like your contact details, education and work experience. You’ll also be required to upload a CV, so it's a good idea to have it ready
- Assessment:If your application is successful at this stage, we’ll ask you to complete an online Situational Judgment Test to explore your alignment to the Barclays Values and Competencies. Your recruiter will be able to provide further information about the test
45
Real Estate Finance Analyst Resume Examples & Samples
- Progressive experience in financial reporting in a real estate property or asset management environment with Broad experience in financial analysis, modeling and budgeting as typically acquired in 6-8 years required
- Must have prior experience in financial analysis, budgeting & budgeting techniques required
- Volume purchasing, acquisition and payment, contract negotiations and management required
- Developing and implementing policies and procedures required
- Experience with Yardi, MRI, Harbor Flex, Lawson required
- Use of electronic purchasing applications, particularly Lawson preferred
- Ability to read and understand financial reports and budgets
- Ability to test reasonableness of proposed assumptions and the financial forecast
- Knowledgeable in writing and implementing policies and procedures
- Knowledgeable in accounts payable, accounts receivable, journal entry posting, real estate accounting, CAM/Operating Expense Reconciliation
- Proficiency in lease management database and real estate accounting systems preferred (Yardi, Harbor Flex, CoStar, MRI, etc.)
- Advanced skills in MS Office (Word, Outlook, Excel, Power Point) with Expert level of experience in Excel spreadsheets
- Ability to use Microsoft’s Access database is highly desirable
46
Real Estate Finance Professionals Resume Examples & Samples
- Develop and maintain trusted relationships with real estate sponsors
- Screen the quality and financial viability of new opportunities
- Collaborate with the underwriting team in analyzing prospective opportunities
- Work with the marketing team to prepare offering memoranda for presentation to capital providers
- Expand company database of qualified institutional, family office and high net worth investors
- Manage capital raising assignments from start to finish with the fortitude to see the deal to closure
- Strong personal rapport and relationship building skills
- Ability to assess the probability of successfully raising capital for complicated equity and debt requirements
- Must be detail oriented and analytical with strong problem-solving skills
- Direct solicitation and persuasive sales skills demonstrated through intimate deal knowledge
- Financial acumen with a creative and flexible approach to problem-solving
- Well versed in joint venture equity, preferred equity, mezzanine loan and senior loan financing structures
- At least five years of work experience in real estate capital markets and ideally 2-3+ years of production
- Four-year college degree. Major in real estate / finance / economics preferred
- Demonstrated ability to converse fluently in real estate investment terminology
47
Real Estate Finance Tax Analyst / Associate Resume Examples & Samples
- Accounting degree
- 2-4 years of related tax experience
- Highly organized
- CPA or CA
48
Real Estate Finance Resume Examples & Samples
- Ability to multi-task and prioritization
- Ability to work in a small team environment
- Deep knowledge of Japan real estate market conditions and trends
- Fluency in English and Japanese
- Knowledge of the main players in the real estate industry in Japan including clients, other lenders and third party advisors including legal counsel and appraisers
- Knowledge of business line policies and procedures
- Knowledge of Japanese regulation and law related to the business
- JSDA (Japan Securities Dealers Association)’s Internal Administrators/Controllers’ qualification
- University degree in a relevant discipline (business, commerce, law)
- 7-10 years structured finance experience including real estate structured finance specifically
49
Real Estate Finance Resume Examples & Samples
- Cashflow modelling skills using Excel
- Knowledge of Japan real estate market conditions and trends
- 3-5 years structured finance experience
50
Apple Retail Real Estate Finance Lease Administration Resume Examples & Samples
- Familiar with account reconciliations, chart of accounts, and year-end expense reconciliations
- Minimum 6 years of hands-on Lease Administration experience with national retailer
- Demonstrated ability to accurately translate lease language to economic and date/milestone obligations, with basic understanding of financial statement impact
- Fluency with Microsoft Excel, Lease Administration software, and presentation applications (e.g. Powerpoint, Keynote)
- Experience with database/records management, including ability to export and analyze large data
- Proven track record of successfully completing challenging projects with a strong attention to detail, managing multiple time-sensitive priorities while meeting deadlines in a fast-paced and dynamic environment
- Proven analytical and creative problem solving skills
51
Real Estate Finance Analyst Resume Examples & Samples
- Bachelor’s degree - Accounting, Finance, Real Estate or Business or 5 years of accounting/business experience (New grads with relevant internship experience welcome to apply!)
- Proficiency with all MS Office applications, (advanced Excel skills highly desired)
- Knowledge of and experience with Lawson Software is a plus
- Understanding of real estate or coursework in real estate preferred
