Real Estate Financial Analyst Resume Samples

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L Stiedemann

Lambert

Stiedemann

325 Kelvin Radial

Los Angeles

+1 (555) 660 9095

325 Kelvin Radial

Los Angeles

Phone

p +1 (555) 660 9095

Experience Experience

Phoenix, AZ

Real Estate Financial Analyst

Phoenix, AZ

Pollich-Gislason

Phoenix, AZ

Real Estate Financial Analyst

Support manager in driving the development of regional real estate market plans/portfolio management strategy
Work closely with Asset Management to conduct performance evaluations
Develop and perform complex financial modeling and analysis of various real estate related financial/performance criteria
Assist in preparing presentations, memos and other written or visual reports to senior management
Leverage various software tools to provide flexible reporting and create processes for efficiency and consistency
Assemble and provide diligence materials to business partners by working with internal financial, real estate, environmental, and legal teams
Grow into more demanding work assignments and eventually perform with little oversight

Boston, MA

Real Estate Development Financial Analyst

Boston, MA

Farrell, Keebler and O'Connell

Boston, MA

Real Estate Development Financial Analyst

Development of new processes and improvements to current processes
Perform market research analysis
Research vendor qualifications and make recommendations
Assist with "hands on, in the field" execution of the project including
Manage project files for the team including designs, vendor contracts, etc
Manage the Requests for Quotations and Requests for Proposal from designers and vendors
Coordinate and prepare regular communications to the larger team

present

Phoenix, AZ

Real Estate Lending Fulfillment Financial Analyst

Phoenix, AZ

McKenzie, Cummings and Altenwerth

present

Phoenix, AZ

Real Estate Lending Fulfillment Financial Analyst

present

Develop financial tools and convey the financial results in an efficient and effective manner to all management levels
Work closely with management in originations operations and serve as the primary analyst for Fulfillment and Originations Operations
Develop and maintain complex financial models utilizing Citi’s General Ledger to reconcile the channel P&L
Perform detailed analysis of variances to forecast, plan and prior month’s actual expenses and staffing counts
Working knowledge of Excel, underlying databases used in analysis, and various reporting tools utilized by Citi
Maintain a strong relationship with the Origination Fulfillment and Vendor Management teams
Contribute to the development of monthly & quarterly “close” and forecast (Outlook, Plan, Mid-Year Forecast) processes as it relates to originations expense components

Education Education

Bachelor’s Degree in Finance

University of California, Los Angeles

Bachelor’s Degree in Finance

Skills Skills

Communications – a strong ability to communicate through excellent verbal and written skill
Proven ability to build strong working relationships with and influence business partners across organizations
Excellent command of the English language and strong verbal and written communications
Expert in Microsoft Excel; strong proficiency in PowerPoint
Knowledge of financial theory and able to perform financial analysis in a fast paced environment
Strong sense of accountability and ownership
Partner with Finance to ensure proper controls over the portfolio, including timely rent payments, status of security deposits, notification of term dates and real estate forecasts
Accountability - Possesses resilience, passion and a commitment to deliver and be accountable for results
Commitment – Ability to set clear and deliverable goals
Strong PC skills in MS Office. Ability to write complex formulas, including macros, in Excel. In-depth understanding of report creation via Access

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13 Real Estate Financial Analyst resume templates

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Real Estate Financial Analyst Resume Examples & Samples

Structure and build detailed financial models to support both asset management activities and investment decisions
Analyze and monitor the financial performance of properties and the portfolio including financial modeling, benchmarking performance to budget, and collaborating with management in executing business plans
Perform all aspects of due diligence and underwriting of prospective acquisitions
Prepare presentation materials for existing and new investments
Assist in investor reporting on a quarterly basis
Maintain the Retail Acquisition Pipeline
Monitor metropolitan and national trends in occupancy, rent, supply, demand, and sales
Assist multifamily, debt and International platforms as needed

Financial Analyst Role for Real Estate Firm Resume Examples & Samples

1-3 years of experience as a commercial real estate analyst in acquisitions, asset management and/or investment sales required
Undergraduate degree in economics, real estate, finance or a related field
Experience underwriting institutional quality commercial office properties preferred
Ability to produce high-quality deliverables
Advanced proficiency in Argus and Excel modeling highly preferred!

Real Estate Financial Analyst Resume Examples & Samples

Provide financial analysis and investment recommendations for regional real estate activities, including openings, remodels, downsizing, etc
Support manager in driving the development of regional real estate market plans/portfolio management strategy
Conduct sales forecasting and transfer analysis for specific region(s) and drive estimating accuracy
Present investment recommendation and business case to senior leadership/executives
Partner with Real Estate Directors, senior Operations leadership, Construction, and Store Design to inform investment recommendation
Support real estate specific or company strategic initiatives such as long rang plan, open-to-buy, and customer experience
Serve as single point of contact of Real Estate Analytics for regional projects
Support senior leadership and cross-functional business partners with timely, accurate, and actionable financial analysis
Prepare sound analytical reports as well as ad hoc analysis and be able to present to the executive team
Provide spatial analysis and support RE analytics including demographics, sales distribution, trade area analysis, etc
Owner/administrator of the department’s GIS (geographic information system) software package. This will account for 10-15% of this roles responsibility. The Children's Place will provide training. Must possess willingness to learn
Bachelor's degree required
2+ years of experience in finance, accounting, or related field
Knowledge of financial theory and able to perform financial analysis in a fast paced environment
Ability to explain complex financial analysis in technical and non-technical terms
Ability to synthesize financial analysis with business partner feedback into a clear business case recommendation
Expert in Microsoft Excel; strong proficiency in PowerPoint
Strong analytical, problem solving, organization, and verbal and written communication skills
Must be comfortable with presenting to executives and senior leadership
Strong sense of accountability and ownership
Proven ability to build strong working relationships with and influence business partners across organizations
Ability to work towards multiple deadlines with shifting priorities
Excellent time management and organization skills

Real Estate Administration & Corporate Functions Financial Analyst Associate Resume Examples & Samples

Bachelor's degree/CPA required
5+ years of finance experience in financial services industry
Accounting and tax experience a plus
Proven ability to act independently with excellent decision skills
Proven ability to work well under pressure and handle multiple projects and initiatives at same time
Strong leadership skills with experience working in a challenging global environment
Proficient with Microsoft Office (PPT, Excel)

Real Estate Financial Analyst Resume Examples & Samples

Master’s degree is a strong asset; Bachelor degree required in Finance/ Accountancy/ Business Administration required
2-5 years of experience in a similar analytical position
Experience with preparing finance reports and analyses is required
Knowledge of Real Estate and Construction is preferred
Advanced level of Excel and MS Office; proficient level of database applications (MS Access)
Fluent in written and spoken English; the knowledge of other European languages is a strong asset
Able to collaborate with other departments and welcome various business points of views leading to change; able to change view on issues through discussing with others
Able to learn our business model rapidly
At ease in dealing with upper management
Natural business curiosity and ability absorb new information in view of evolving with the business and market
Able to follow through and re-prioritize independtly while accepting imposed changing priorities when applicable (flexibility)
Strong communication skills; displays healthy confidence and composure
Plans for results: sets goals and priorities and organizes work

Real Estate Transaction Financial Analyst Resume Examples & Samples

Transaction structuring and financial modeling
Assist with acquisition, preservation, disposition and recapitalization strategies for real estate portfolios
Assist with various aspects of transactions involving low-income and historic tax credits including preparing the relevant application materials and structuring the credits to ensure the value is maximized
Assist in writing, editing and organization of work product, including client reports and funding applications
Bachelor’s Degree in Business Administration with emphasis Accounting or Finance, required
One (1) to three years (3) of experience with financial modeling and/or underwriting bank debt highly desired, or relevant business experience, required
Understanding of real estate financials and operating performance
Demonstrated analytical, organization, interpersonal, project management, and communication skills

Real Estate & Development Financial Analyst Resume Examples & Samples

Bring 3-5 years of professional experience. Retail, construction and/or procurement finance is a plus
Be a self-starter with the ability to meet deadlines in a fast paced environment
Manage multiple projects and priorities in a fast-paced, results-driven environment
Build effective business partnerships and be a excellent team player
Comfortable presenting to top leadership
Have strong knowledge of Excel and Keynote. Experience in SAP and/or Filemaker is a plus

Real Estate Financial Analyst M / F-vie Milan Resume Examples & Samples

Risk analysis and understanding of all issues relevant for each transaction (context, aim, constraints related to the assets and/or the legal and tax environment ...)
Financial analysis and modelling of the considered projects
Drafting of term sheets and review of legal documents

Real Estate Lending Fulfillment Financial Analyst Resume Examples & Samples

Perform detailed analysis of variances to forecast, plan and prior month’s actual expenses and staffing counts
Develop financial tools and convey the financial results in an efficient and effective manner to all management levels
Work closely with Vendor Management to ensure forecasted expenses and headcount are accurate and reasonable and aligned with projected volumes and Fulfillment strategy
Partner with the Accounting department to ensure monthly accruals are calculated correctly and in line with Vendor Management projections
Maintain a strong relationship with the Origination Fulfillment and Vendor Management teams
Strong analytical skills/ability to identify research and resolve problems with minimal assistance
Strong communication and interpersonal skills with the ability to interact effectively with others
Must be a motivated self-starter to work in a fast paced challenging environment who possesses strong time management and organizational skills in order to prioritize projects and to meet corporate deadlines
Candidate should have Financial Analysis experience
A Bachelor’s degree in Finance, Accounting or Economics preferred

Real Estate Development Financial Analyst Resume Examples & Samples

Review and report on actual project status compared to plan, including construction timing/expenditures and lease up pace/rates. Make recommendations to improve project execution
Perform market research analysis
Coordinate comparable property studies
Manage project files for the team including designs, vendor contracts, etc
Research vendor qualifications and make recommendations
Other ad hoc research and support as assigned
Development of new processes and improvements to current processes
Experience in financial modeling and business case development
Ability to recommend practical ways using innovation, good judgment, creativity and strategic thinking
5 years of real - estate experience

Real Estate Financial Analyst Resume Examples & Samples

Bachelor’s Degree in Accounting, Finance, or related field
A minimum of 1-3 years of experience in Accounting, Finance, or related field
Hands-on financial professional that possesses outstanding technical, analytical, communication, and influencing skills
Ability to work in an organized, detailed manner under tight deadlines
Advanced knowledge of Excel (macros and lookup formulas) and working knowledge of other Microsoft Office products
Business modeling tools with ability to learn Oracle/Hyperion, SAP, and other necessary financial systems
Demonstrated ability to handle multiple tasks and assignments simultaneously
Ability to work extended hours as necessary

Real Estate Financial Analyst Resume Examples & Samples

Develop and perform complex financial modeling and analysis of various real estate related financial/performance criteria
Research and track real estate market analogs in real estate markets. Establish a thorough understanding of market information. Focus on financial metrics, debt structure, cash flow capacity, and real estate valuation
Gather and maintain data in support of real estate, accounting and audit functions. This function must be performed to support decision making and to satisfy accounting and legal requirements
Assemble and provide diligence materials to business partners by working with internal financial, real estate, environmental, and legal teams
Review, internal documents and information used in the operation of our business, i.e., leases, purchase agreements, board presentations, etc
Create standard and ad hoc reports
5+ Years of Experience in Finance or related field
Experience leading a team preferred
Proficient knowledge of financial modeling and P&L structure
Ability to work with various systems and data sources to gather and assimilate required information. Comfortable manipulating and summarizing large amounts of data
Ability to absorb and analyze complex material to produce timely, accurate, insightful and concise work product
Strong PC skills in MS Office. Ability to write complex formulas, including macros, in Excel. In-depth understanding of report creation via Access
Self-motivated, assumes personal accountability for results and performance. Autonomously meets goals and deadlines
Demonstrates the highest levels of ethics and policy compliance at all levels
Strong oral, written and formal presentation skills including the ability to communicate complex solutions and findings
Prior experience and understanding of Real Estate functions preferred

Real Estate Financial Analyst Resume Examples & Samples

Work with senior members of the Financial Planning & Quantitative Analysis group to ensure compliance with lender requirements, including creation of all necessary reporting
Perform financial analysis of the balance sheet and P&L
Evaluate potential entity-level and portfolio acquisition opportunities

Retail Real Estate Financial Analyst Resume Examples & Samples

Demonstrated ability to conduct complex, data driven analysis. Strong knowledge of Excel required, experience with enterprise software systems (e.g SAP) a plus
5+ years of relevant experience in a high performance organization
Strong verbal and written communication skills with the ability to articulate results of analysis in easy to understand business terms
Experience performing budgeting, forecasting, reporting and analysis
Strong prioritization skills, ability to manage multiple projects simultaneously
Ability to learn quickly and navigate through a large organization
Ability to thrive in a hardworking, collaborative environment

Retail Real Estate & Development Financial Analyst Resume Examples & Samples

Bring 3-5+ years of professional experience. Retail, construction and/or real estate finance experience is a plus
Be a self-starter with the ability to meet deadlines in a fast-paced environment
Build effective business partnerships and be an excellent team player
Strong performance in a fast-paced, innovative environment
Have strong knowledge of Excel modeling and analytics. Experience in SAP, Tableau, and/or Filemaker is a plus

Real Estate Transactions Financial Analyst Resume Examples & Samples

Assist in securing financing and equity sources for transactions, and negotiation surrounding these sources
Provide support in developing presentations, responses to requests for proposals, pitch books and proposals for the team
Research industry and technical issues, compile data, and present findings
General consulting to assist clients in achieving their objectives
Bachelor’s Degree in Business Administration with emphasis in Accounting, Finance, or related field required. A minimum GPA of 3.2 is preferred
One (1) to three years (3) of experience with financial modeling and/or underwriting highly desired, or relevant business experience, required. Qualifying May 2017 graduates with relevant work or internship experience will be considered
Experience with affordable housing funding sources, including low-income housing tax credits, HOME, FHLB, and HUD, preferred

Real Estate Senior Financial Analyst Resume Examples & Samples

Project budgeting, operations, and variance analysis
New system implementation
Bank and product reconciliation audit
Cash flow monitoring and analysis
Rent roll, leasing, and vacancy data review
Financial reporting and property management team liaison
2+ years of experience
CPA preferred and/or working towards
Accounting degree required

Real Estate Senior Financial Analyst Resume Examples & Samples

University Business Degree focused in Accounting
CPA designation required
Minimum 3 years of progressive experience in financial reporting and analysis roles or equivalent - Including 1 year in a Senior Financial Analyst role
Knowledge of IFRS and NAIC accounting for Real Estate
Knowledge of IFS Applications (Lawson, Essbase, Webfocus)
Strong computer skills including intermediate to advanced Excel proficiency
Advanced financial modeling techniques (Visual Basic, Macro) is preferred

Real Estate Financial Analyst Resume Examples & Samples

Maintain all reporting requirements required under the Management Agreements
Assist in reviewing budgets, monthly performance results and any other excel based modeling needs as may arise
Analyze, interpret and communicate all line items of the P&L including revenue, profit/margins, operating expenses
Meaningfully compare actual results to historical results, budgets, and forecasts
Perform financial planning, budgeting, forecasting and analysis, including comparison of financial estimates vs. budgets and related risks and opportunities
Provide analysis as needed on a multitude of varying matters
Assist in preparing presentations, memos and other written or visual reports to senior management
Bachelor degree in business, finance or economics preferred
3+ years’ experience in the commercial real estate industry preferred
Ability to translate raw data into insightful, compelling, graphical reports for delivery to management
Strong Microsoft Excel modeling skills with ability to use query and report generation tools
Ability to comprehend, analyze and interpret raw data and the ability to accurately explain that data in verbal and written communication
Ability to comprehend, analyze, and interpret large, complex sets of real estate data and documents
Computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.)
Ability to effectively present information to senior and executive level management
Strong work ethic and adaptability are a must

Real Estate Lending Fulfillment Financial Analyst Resume Examples & Samples

Develop and maintain complex financial models utilizing Citi’s General Ledger to reconcile the channel P&L
Work closely with management in originations operations and serve as the primary analyst for Fulfillment and Originations Operations
Participate in bi-annual 3-Yr Comprehensive Capital Analysis and Review (CCAR) forecast / submission
Contribute to the development of monthly & quarterly “close” and forecast (Outlook, Plan, Mid-Year Forecast) processes as it relates to originations expense components
Participate in numerous ad-hoc requests
Attention to detail and accuracy extremely important
Ability to adhere to strict deadlines
Ability to build relationships both within a workgroup and across operational departments
Must work closely with REL channel managers

Real Estate Financial Analyst Resume Examples & Samples

Assist in writing investment committee memorandums
Assist in underwriting/modeling new multi-family and mixed use acquisition opportunities
Assist in preparation of quarterly investor updates/reporting
Perform competitive analysis of metrics on existing portfolio and competition
Obtain and maintain market data
Participate in due diligence and overall transaction support
Work closely with Asset Management to conduct performance evaluations
Underwrite assets to facilitate hold, sell, refinance decisions
Develop and analyze existing investment models with the ability to create new models
Analytical thinker/self-starter/self-motivated
Ability to work on multiple tasks with multiple people
1 to 3 years of prior financial analysis, preferably in commercial real estate, real estate investment banking or other applicable real estate background
Willingness to learn In-Design for pitchbooks and investor reports
High proficiency in Excel
A Multi-Family Case Study and Excel Modeling Test will be given

Real Estate Financial Analyst Resume Examples & Samples

Provide valuation and underwriting of property values across all sectors
Creating financial analyses, packages, and investment proposals
Work as part of a team on large or complex client engagements on a portfolio of properties
Grow into more demanding work assignments and eventually perform with little oversight
Support the efforts of others in the group to ensure exceptional service to our clients
Leadership – an individual with a positive attitude who leads by example
Exceptional People Skills – a proven ability to build and maintain relationships at all levels of the organization and with current and prospective clients
Commitment – Ability to set clear and deliverable goals
Accountability - Possesses resilience, passion and a commitment to deliver and be accountable for results
Flexibility – the ability to prioritize and work on several projects at once
Professional – an individual who understands the needs of our clients and puts that priority ahead of everything else
Communications – a strong ability to communicate through excellent verbal and written skill
3+ years experience evaluating/appraising commercial real estate
Preference will be given to applicants with Commercial Appraisal Industry Experience
Intermediate to advanced skills in Excel and Argus (DCF, Enterprise and Developer)
AACI P.App designation is preferred or working towards such designation
Bachelor’s degree in business, urban studies or economics
Excellent command of the English language and strong verbal and written communications

Real Estate Financial Analyst Resume Examples & Samples

Work closely with the portfolio manager to analyze returns from our real estate investments and ongoing operating costs
Assist with planning for the overall portfolio and for individual investments, acquisitions, expansions, consolidations and relocations
Provide timely management reporting with KPIs on the status of our portfolio and develop key insights
Ensure our portfolio management system stays updated and is accurate
Partner with Finance to ensure proper controls over the portfolio, including timely rent payments, status of security deposits, notification of term dates and real estate forecasts
Support process improvement initiatives and ad hoc analyses and projects
Bachelor’s degree (BA/BS) and a minimum of 3 years of real estate, finance or operations experience
Proven ability to think critically and communicate results
Experience analyzing sales, revenue and cost information
Initiative to prioritize and work in a fast paced environment
Strong sense of ownership and accountability

Real Estate Financial Analyst Resume Examples & Samples

Provide in-depth financial analysis and investment recommendation for real estate activities including openings, remodels, downsizing, and primarily lease actions
Support the development of regional real estate market plans, including cross-functional alignment on deployment, real estate action, financial target, etc
Present investment recommendation and business case to senior leadership
Owner/administrator of the department’s GIS software package
Partner with Real Estate Directors, senior Operations leadership, Construction, Finance and Store Design to inform investment recommendation
Support real estate specific or company strategic initiatives such as long rang plan, open-to-buy, and other ad hoc analyses
Serve as single point of contact for Real Estate Finance & Strategy on special projects
Support leadership and cross-functional business partners with timely, accurate, actionable financial analysis
Conduct sales forecasting and sales transfer analysis for specific region (s) and drive estimating accuracy
3+ years of experience in real estate research/analytics or areas utilizing GIS application
Retail Finance background a plus
Knowledge of GIS applications (ESRI preferred); strong proficiency in Excel, preferably experience in SQL and Access

Real Estate Financial Analyst Resume Examples & Samples

Analyze and evaluate operating statements
Review and summarize tenant leases
Assist in site inspections
Present pros and cons to senior leadership
Assist in preparation of marketing materials
Bachelors degree in finance
1 or more years of real estate experience
Knowledge of local commercial real estate markets

Apple Retail Stores Real Estate & Development Senior Financial Analyst Resume Examples & Samples

5+ years of business and financial acumen; understanding of discounted cash flow analysis, including NPV and IRR, as well as key sales metrics
Proven analytical and creative problem solving skills, including the ability to conduct complex, financial modeling and analysis, on large data sets
Ability to partner cross-functionally at all levels of the organization
Highly articulate in both verbal and written communication
Proven experience developing and improving processes, with desire to influence change
Strong knowledge of Excel and modeling strongly desired

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