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Job Requirements of Real Estate Financial Analyst:
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Employment Type:
Full-Time
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Location:
Charlotte, NC (Onsite)
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Real Estate Financial Analyst
Summary: The Real Estate Financial Analyst will be responsible for financial modeling and analysis related to current and future real estate projects. This individual will review and analyze project budgets and work with the corporate real estate department to track all project expenses. They will also work with our corporate accounting team to ensure the expenses are capitalized correctly.
Supervisory Responsibilities: This job has no direct supervisory responsibilities.
Essential Duties and Responsibilities include the following:
- Perform financial projections and other analysis used to evaluate real estate opportunities and investments in current properties
- Provide support to the corporate real estate department to track project budgets and ensure expenditures are posted timely in our project database system (Projecto)
- Provide support to corporate accounting department to ensure projects are capitalized correctly
- Participate in regular meetings to discuss the status of all real estate projects
- Produce summarized reports showing the investment in each property
- Develop, maintain and distribute ad-hoc reports and financial models as needed
- Demonstrates the Company’s Core Values
- Complies with Company policies and procedures
- Observes all Federal, State, Local and Company safety rules and regulations in the performance of duties.
- Other duties as assigned
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 medical conditions to perform the essential functions.
Desired Education:
o GED
o High School Diploma
o Associate Degree
√ Bachelor Degree
o Master Degree
o Doctorate Degree
Field of Study/Work Experience:
Finance or Accounting preferred
Desired Work Experience:
o up to 3 years
√ 3-5 years
o 5+ years
Education/Experience:
Bachelor’s degree; 3-5 years of relevant experience in financial analysis with a focus on real estate
Certificates and Licenses:
√ Valid Driver’s License
Computer Skills:
Advanced proficiency of Microsoft Office Applications including Word, Excel, PowerPoint and Access. Experience with Projecto or another project database system a plus. Experience with presentation tools and data visualization a plus
Communication Skills:
Ability to understand and follow instructions. Ability to communicate effectively with company personnel.
Attendance Expectations:
The position requires regular and predictable attendance. Scheduled hours may include evening hours, weekends, and holidays to meet required deadlines.
Physical Demands:
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; and sit. The employee is regularly required to use hands to finger, handle, or feel.
Environment Demands:
Duties are performed primarily an office environment in the management office. Position requires frequent interaction with Management Office employees. Some travel may be required by car or plane.
Verbal and Writing Ability:
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Excellent verbal & written communication skills. Critical thinking & problem-solving abilities.
Math Ability:
Ability to apply advanced mathematical concepts such as exponents, logarithms, quadratic equations, and permutations
Reasoning Ability:
Ability to define problems, collect data, establish facts and draw valid conclusions. Strong initiative and ability to manage multiple projects as well as strong follow through skills. Ability to complete projects timely and accurately is critical. Must be detail oriented with strong organizational and analytical skills
Core Values:
To perform the job successfully, an individual should demonstrate the following Core Values:
Servant Leadership
Servant Leaders consciously put the needs of others before their own, because to serve people is to value them.
Teamwork through Trust & Respect
Diversity is strength, and when we trust and respect one another we can work as a team to achieve at a high level.
Integrity
Being honest and transparent with people, in an effort to do the right thing within the letter and spirit of the law, drives every action we take and every decision we make.
Commitment to Customer Enthusiasm
Every day we recommit ourselves to the customer experience, and we are empowered to exceed the expectations of our customers.
Passion for Winning
Hendrick’s tradition of winning is based on the idea of striving to be the best, not the biggest, and is therefore defined by how we treat our people.
Accountability at All Levels
Taking ownership of our actions and our decisions allows us to grow as individuals, and support each other as a team.
Commitment to Continuous Improvement
Every day we soften our hearts as well as our egos, in order to seek out and improve upon areas of opportunity within ourselves and our team.
This job description in no way states or implies that these are the only duties and responsibilities to be performed by this employee. The employee will be required to follow any other instructions and to perform any other duties and responsibilities upon the request of a supervisor. This job description is subject to revision at the discretion of the company.
Hendrick is an Equal Opportunity employer. Minorities, women, veterans, and individuals with disabilities are encouraged to apply. For more information regarding the EEOC, please visit
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