Financial Analyst (Santa Monica Corp.)

Job Description

As a member of the finance team, the Financial Analyst has responsibilities in three key areas: Financings, financial metrics, and forecasting.  The Financial Analyst has the opportunity to interact frequently with Executive Management including the CFO.

Essential Job Functions:

• Support the financing process for new loans and refinancings - provide due diligence materials to support the loan underwriting process, respond to lender due diligence inquiries, gather and review tenant estoppels and SNDAs.
• Prepare and analyze debt compliance calculations and assist with reporting requirements under various loan agreements.
• Prepare certain line items within quarterly projections and annual budgets including update of debt assumptions for portfolio and projections for corporate and other upper tier entities.
• Review quarterly projections and annual budgets at individual property and portfolio levels including preparation of variance analysis and various reports.
• Analyze and review key financial metrics such as tenant sales, property occupancy and various leasing and rent metrics.
• Prepare key schedules for Company’s quarterly 8K Supplemental and annual 10K reporting.
• All other duties as assigned.

Requirements and Qualifications:

• Bachelor’s degree required, preferably in Real Estate, Finance or General Business.
• Minimum 2-3 years analyst experience preferably in a real estate property management organization.
• Experience in loan underwriting, real estate analytics and forecasting preferred.
• Intermediate knowledge of accounting software.
• Advanced knowledge of Excel.
• Strong written and verbal communication skills for correspondence with both internal and external parties.
• Ability to complete ad-hoc requests with minimal supervision.

• All applicants must be able to perform the essential functions of the position, including corresponding core job requirements, with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities (and others in accordance with applicable law) to perform the essential functions of the job, consistent with applicable laws and Company policy.