Job Title: Finance Associate
FLSA Classification: Exempt
Job Classification: Regular, Full-Time
EEO-1 Classification: Professionals
Reports To: Co-Managing Principals and Chief Accounting Officer
Job Location: Corporate Office, Los Angeles, CA
(Recruiters/Agencies: Please do not respond to this ad.)
Job Purpose:
The Finance Associate will report directly to the Managing Principals and the Chief Accounting Officer and will oversee all aspects of financing including the closing process, monitoring and participating in the execution of the business plan, and investor and internal reporting. The Finance Associate will also work with the Managing Principals and the Chief Accounting Officer on special projects and business development as needed including new investment structures (Funds, JVs, etc.), adjustments to the overall business plan, implementing internal policies and procedures, and entrance into new markets.
Supervisory Responsibilities: None
Essential Functions:
- Capital/Financing:
- Maintains and develops relationships with lenders and equity partners
- Oversees loan procurement and closing process for refinances and acquisition loans
- Makes recommendations regarding the credit facility and coordinates implementation of Managing Principals decisions
- Assists Managing Principals with company level analysis for business strategy adjustments and new business development
- Investor Reporting:
- Assists in investor reporting as needed with valuations, projections, and waterfall calculations
- Corporate Model:
- Creates and maintains corporate business model
- In addition to specific responsibilities above:
- Assists with ad-hoc/special projects as needed.
- Responsible for day-to-day communications with Supervisor and ensuring all reporting and tasks are completed on time.
- Maintains regular and consistent attendance according to required work schedule decided by the Company.
- Represents the Company in a professional manner at all times.
Required Skills/Abilities:
- Excellent verbal and written communication skills. (English)
- Excellent interpersonal, customer service, and negotiation skills.
- Excellent organizational skills and attention to detail.
- Excellent time management skills with a proven ability to meet deadlines.
- Strong analytical and problem-solving skills.
- Team player with excellent leadership skills and ability to interface with executive members
- Ability to work independently, prioritize duties, manage time efficiently, and multi-task.
- Ability to function well in a high-paced and at times stressful environment.
- Ability to maintain sensitive and confidential information
- Advanced/Expert proficiency with Microsoft Office, particularly Excel, PowerPoint, and Word.
- Proficiency in financial modeling and finance concepts (i.e., IRR, preferred return, waterfalls, etc.)
Education and Experience:
- Bachelors degree in Finance, Accounting, Real Estate, or related field of study
- 3-5 years prior real estate industry work experience in a finance, investment, or valuation role
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Frequently stand, walk, sit, and reach with hands and arms
- Regularly sit and stand for several hours at a time
- Prolonged periods of sitting at a desk and working on a computer.
- Regularly use the hand and arm for writing and/or typing
- Occasionally lift and/or move up to 15 pounds.
Required Travel:
- Must have valid drivers license and automobile insurance.
- Occasional air travel to existing or new markets may be required, including overnight stays.
BENEFITS OFFERED:
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Voluntary Plans, including Life/AD&D, Accident, Critical Illness, Disability, Hospital Indemnity, and Pet Insurance
- Third-Party Dedicated Benefits Concierge
- 401(k) Retirement Savings Plan – 4% Company Match
- Paid Time Off: Vacation, Sick Leave, Holidays, & Bereavement
- Employee Assistance Program
- Perks and Rewards Program
*Successful completion of background and drug screening required prior to beginning employment.
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