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.
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
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.
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
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.
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.
Lakeshore Management is a private operator of mobile home communities throughout the United States, managing and operating both all ages and 55+ communities. Our mission is to provide excellent customer service and satisfaction to our residents through empowered team members who operate our communities effectively, efficiently, and ethically. Lakeshore is a dynamic, fast-growing company that has been in business since 1998 and has seen 65% growth in the past 10 years in 9 states.
At Lakeshore we hold our customers, employees, and communities in the highest regard. We strive to incorporate both the needs of our company and the needs of our ever-changing world into our entrepreneurial environment. Lakeshore embraces Diversity and Inclusion, and is an equal opportunity employer.