Sr Financial Analyst

Job Description

JOB SUMMARY
Working under moderate supervision, conducts and documents moderate to complex financial analysis, financial reporting and ad hoc finance projects. Aids organization with financial functions, such as assessing, auditing, planning, budgeting, taxes, consolidation, cost control, and project control. Leads special projects and other assigned initiatives.
ESSENTIAL DUTIES AND RESPONSIBILITIES

Underwrite multifamily opportunities in Washington, Oregon and Utah using discounted cash flow methodology and other valuation metrics

Value land sites for multifamily development using yield on cost methodology

Help with preparation of marketing materials, BOVs, OMs and pitch materials, primarily focused on financial sections which includes asset valuation, sales comparables and rent comparables

Responsible for ensuring timely completion of client deliverables

Familiar with real estate financial calculations including cap rates, IRR, NPV, CoC, YoC, LTV, DSCR

Review listing agreements to ensure accurate fee information among other major terms

Maintain multifamily sales comp and land comp files

Answer investor questions during marketing process regarding underwriting assumptions, asset characteristics, investment themes, submarket information and competitive positioning

Answer ad-hoc requests for information from investors regarding general market information

Help maintain and update CBRE Seattle market report and other research/marketing documents

Oversee other analysts on the team and manage workflow

Assist in investor property tours

Help with coordination of due diligence process

Ability to summarize LOIs and major terms in bid matrix for presentation to ownership

Performs other duties as assigned.
SUPERVISORY RESPONSIBILITIES
No formal supervisory responsibilities in this position. May lead project teams and/or plan staff assignments. Duties may encompass technical guidance and/or training of co-workers as well as policy development and participation in special initiatives such as modeling, system implementations or acquisition integrations. May coordinate and assign tasks to co-workers within a work unit and/or project.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and EXPERIENCE
Bachelor's degree (BA/BS) from a four-year college or university in a business related field plus a minimum of four years related experience. Familiarity with Seattle real estate market – submarkets, employers, recent transactions (preferred)
CERTIFICATES and/or LICENSES
None required. WA real estate license preferred
COMMUNICATION SKILLS
Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information in written and verbal form to subordinates, customers and supervisors.
FINANCIAL KNOWLEDGE
Requires strong knowledge of financial terms, concepts and accounting principles and the ability to comprehend and interpret complex financial transactions.
REASONING ABILITY
Ability to comprehend, analyze, and interpret complex financial information and transactions and accounting principles. Ability to problem-solve, both independently and working as a team. Requires strong analytical and quantitative skills.
OTHER SKILLS and ABILITIES
Strong computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Broad experience with other software and financial systems is desired such as HFM Consolidation, PeopleSoft Financials and Cognos Planning. Knowledge of real estate service industry and terminology is helpful. Strong work ethic and adaptable.
SCOPE OF RESPONSIBILITY
Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.