Financial Analyst

About the role

The Financial Analyst role is based in the Upland Corporate Office and requires in-office work five days per week, Monday to Friday.

Responsibilities

• Prepare pro forma financial models of development projects at various stages
• Perform operating statement analysis of income-producing assets
• Analyze financial performance using IRR, NPV, ROI, and other metrics in Excel
• Create portfolio-level reports for the CEO and senior executives
• Aid in loan originations, lender due diligence, and loan closing
• Manage and attend lender property inspections
• Cook up and respond to ongoing lender compliance requests
• Investigate and respond to lender inquiries by reviewing loan documentation

Requirements

• Bachelor’s degree in finance, real estate, business, accounting, economics, or a related field
• 3+ years of relevant analytical experience, financial modeling real estate income properties or developments
• Strong financial modeling skills in Excel
• Familiarity with discounted cash flow (DCF), IRR, NPV, and ROI concepts
• Strong organizational skills and the ability to manage multiple ongoing projects
• Excellent written and verbal communication skills with the ability to present clear findings
• Strong interpersonal skills to build and maintain relationships internally and externally
• Demonstrated ability to work with urgency, accuracy, and attention to detail

Qualifications

• Familiarity with OneSite, JD Edwards, Power BI, and/or TM1
• Experience working for a real estate owner-operator, manager, homebuilder, bank or investment manager

Skills

• Strong financial modeling skills in Excel
• Familiarity with discounted cash flow (DCF), IRR, NPV, and ROI concepts
• Strong organizational skills and the ability to manage multiple ongoing projects
• Excellent written and verbal communication skills with the ability to present clear findings
• Strong interpersonal skills to build and maintain relationships internally and externally
• Demonstrated ability to work with urgency, accuracy, and attention to detail

Benefits

• Compensation range: $80,000–$95,000 per year, with actual compensation based on skills, experience, and business needs
• Performance incentives: Annual merit increases and discretionary bonus opportunities
• Cell Phone Allowance: $60/month
• Medical/Dental/Vision Insurance (variety of plans to choose from)
• 401(k) Plan with Company Match
• Apartment Rental Discounts
• Paid Time Off, Holidays, and Vacation Time
• Continued training and advancement potential

Pay

The Lewis Group of Companies reasonably expects to pay $80,000–$95,000 per year for this role, with actual compensation based on skills, experience, and business needs.

Schedule

This position is based in our Upland Corporate Office and requires in-office work five days per week, Monday to Friday.