Financial Analyst

Description

Overview:

Blue Heron is seeking an experienced real estate financial analyst to support all divisions within the organization. The Financial Analyst will provide financial support that includes cash flow modeling, data collection and integration, project valuation, benchmarking, and reporting. 

Responsibilities:

• Prepare draft financial and operational forecasts and financial analyses and perform quality assurance and quality control reviews of all reports.
• Provide ad hoc analysis for both operational and financial departments, including but not limited to long-term strategic planning and resource allocation.
• Work closely with department leadership to manage the budget and work closely with organizational units to ensure their capital budgets are developed in an accurate manner.
• Develop and manage reports for forecasting, sales trends, variance analysis, and monthly financial results analysis. 
• Create P&L views for individual projects and developments. 
• Collaborate with cost and revenue center managers to monitor budget adherence and ensure good financial decision-making. 
• Identify, document, and explain budget variances across multiple operational units.
• Prepare monthly project level financials with variance explanations, department-level forecasting and budgeting, and assessment of key business metrics.
• Develop and maintain pro forma and underwriting models to evaluate the viability, cash flow projections, and risk profiles of potential investments, and acquisitions.
• Focus on key performance indicators and/or ongoing process improvement opportunities. 
• Assist with ad-hoc analytical projects.  
• Other tasks as assigned.

Requirements

Essential Qualifications: 

• 3+ years of experience in business finance, real estate finance, or a related field.
• Bachelor’s degree in accounting/finance/economics.
• Strong analytical and data gathering skills.
• Good business acumen.
• Strong fluency with Excel formulas and functions.
• High proficiency in financial modeling techniques.
• Excellent interpersonal communication and problem-solving skills.