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Sr. Financial Analyst
Newport Beach, CA 92660 US
Job Description
Onsite position Monday – Friday
$110,00 - $120,000 plus 15% bonus
Full Benefits - 401k
Must have at least 2 years of Big Four and 1 year of private experience.
Wiz on excel, will do forecasting, modeling and analysis.
Reports to: the Manager of Financial Planning & Analysis.
Overview: This position will provide support to the (i) REIT Financial Reporting team, (ii) Debt Accounting team with regards to REIT Lender Reporting Requirements and (iii) provide support on an as- needed basis to the Chief Financial Officer.
Reports to: the Manager of Financial Planning & Analysis.
ESSENTIAL JOB FUNCTIONS:
Provide support to the Financial Planning & Analysis team, which is responsible for creating and managing extensive financial models for the REITs and preparing packages for board meetings. Specific tasks include:
- Assist in building and maintaining dividend models to track key operating performance metrics and project future performance and returns.
- Assist in modeling cash projections and analyzing future liquidity needs and availability for the REITs and Funds
- Assist in the preparation of ad-hoc financial modeling, analysis, and projections.
- Assist in the preparation of quarterly real estate impairment analyses
- Assist in the completion of quarterly fair value analyses for notes receivable and notes payable
- Assist in coordination of the annual appraisal process for the REIT properties and completion of the annual NAV process
- Assist in providing detailed leasing activity file, quarterly results roll up and projections for public reporting Singapore REIT
- Assist in the preparation of quarterly board reports
- Provide support at various times to Financial Reporting Manager with regards to drafting 10-Q and 10-K footnote disclosures, as well as tie outs of various public reporting documents
- Support SEC reporting team and other staff regarding questions and issues related to monthly managerial and quarterly BOD Reports (which include debt covenant calculations and other REIT compliance tests)
- Provide information to senior executives critical to the execution of the REITs near and long-term business plans
Education/Certifications:
- BS or BA in Accounting or Finance
- Minimum 2 years’ experience in public accounting
- Experience working with financial models
- Strong budgeting, forecasting and analytical skills
- Strong knowledge of MS Excel and PowerPoint
- Experience with pivot tables, multiple “if” statements, lookups, and other various excel functions
- Good organizational skills and a high degree of accuracy
- Technical knowledge of US GAAP and SEC reporting,
- Detail oriented with ability to multi-task
- Certified Public Accountant (CPA)
- Knowledge of MRI Accounting software
- Commercial Real Estate background
- Experience with Real Estate Investment Trusts (“REITs”)
SKILLS:
- Excellent analytical skills, technical accounting knowledge and Microsoft Office capabilities
- Excellent written and oral communication skills
- Ability to maintain effective business relationships with associates throughout the organization
Meet Your Recruiter
Randi Carlson
Principal, Strategic Staffing,- Executive Search
As a partner with Mattson Resources, my focus is Executive Search and Business Development. My passion is People and building client - candidate partnerships. My joy is understanding our client’s company culture and the scope of each search request to make a perfect hire. I thrive to be a trusted resource to both my client and candidate. On-boarding top tier clients and working with career professionals to assist them in their job search has been a rewarding career. Mattson opened in 2007 with 5 employees, we have expanded our services and currently offer 5 specialty recruiting Divisions, Executive Search, Engineering, IT, Accounting, Office Professional and Skilled Technical. It brings me much joy and satisfaction to be recognized as one of Orange County’s top Search firms year after year!