Financial Analyst - FP&A

Scope:

The Financial Analyst FP&A will be an integral member of the asset management team at a privately held real estate investment firm that specializes in manufactured housing. This position will be instrumental in generating robust metrics by analyzing financial and operating data and by evaluating vertically integrated business units. This position will work closely with senior team members, both to navigate the business and to ensure analytics are applied to drive best practices.

Responsibilities:

• Analyze financial performance, identify trends, and provide recommendations across a portfolio of 100+ properties
• Generate monthly/quarterly reporting packages for multiple business units (e.g., ops, inventory)
• Guide monthly/quarterly financial review calls covering variances to budget, red flags, etc.
• Learn nuances of business operations, and build/refine KPIs used day-to-day
• Manage the preparation of annual budget templates and financial forecasts
• Help improve processes and standardization
• Support debt financing and refinancing
• Build relationships, and ultimately become able to consult throughout the organization

Other Responsibilities:

• Support building and maintaining financial models
• Update rent study analytics, monitor macroeconomic trends
• Provide analytics for senior management concerning real estate taxes, service contracts, etc.
• Complete ad hoc requests and analysis
• Ability to travel up to 25%

 

Financial Analysis-Research-Reporting, Financial Planning-Advising, Financial Products Sales-Brokerage, Property Management

IL

NO Security Clearance

Qualifications:

• Bachelors degree in Accounting, Finance, Economics, Real Estate, Business, or similar field
• 4-7 years of work experience; previous real estate experience is required
• Excellent analytical skills; quantitative-minded, problem solver
• Strong work ethic, personal integrity, and ability to meet deadlines
• Excellent proficiency with Microsoft Excel (formulas, pivot tables)
• Excellent written and verbal communication skills

 

FLSA CLASS: Exempt

REPORTS TO: Director of Asset

SUPERVISORY RESPONSIBILITIES: None

JOB CATEGORY: Portfolio

POSITION CLASS: Admin

POSITION CODE: FAFPA

COMPETENCIES:

• Treats everyone with respect, compassion and kindness Builds internal respect and loyalty with customers. Demonstrates concern for customers. Effectively responds to customer needs. This includes responding timely to requests, listening to others, and seeking to understand others when there are differences of opinion, finding ways to build on each others ideas. Acts with empathy and focus, while able to resolve problems.
• Demonstrate integrity, transparency and doing things the right way Makes lemonade out of lemons. This includes following policies, demonstrating financial responsibility with Lakeshore assets, complying with state and federal law, and practicing safety. Conforms to the highest professional standard. Turns challenges into wins.
• Collaboration and team work Involve key stakeholders in decision making. This includes developing and maintaining positive work relationships. Enhances the level of mutual cooperation. Actively participates in team-oriented objectives and activities. Focuses on team success, over individual.
• Solves problems and is transparent about outcomes Champions new initiatives beyond the scope of the department. Seeks to improve in all aspects of work performance. Creates an environment of continuous improvement and innovation. Encourages people to maintain high standards of quality and thoroughness.
• Serves our employees and residents to improve their lives This includes maintaining the property that creates curb appeal, a welcoming community environment, supports individual and family activities, creates a sense of neighborhood. At work, continually challenges self to grow and develop to be the best you can be at work.

 

PHYSICAL REQUIREMENTS:

While performing the duties of this job; the noise level in the work environment is usually moderate; Continually required to sit; Occasionally required to lift up to 10 pounds.

COMPENSATION: $70k-75k/Yr (Based on experience)

LOCATION: Home Office (Skokie, FL)

Lakeshore Management embraces Diversity and Inclusion, and is an equal opportunity employer. Qualified applicants will receive consideration without regard to age, race, color, religion, sex, gender identity, sexual orientation, disability, national origin, or protected veteran status. Applicants are encouraged to confidentially self-identify when applying. Employment is contingent upon successful completion of background investigation including pre-employment drug screening. Lakeshore is a smoke-free and drug-free workplace. No recruiters or agencies without a previously signed contract. Only candidates whose profiles closely match requirements will be contacted during this search.

 

Job ID: 14718