Senior Financial Analyst

General Mission
As a member of the Strategy Team, the Senior Financial Analyst leads the real estate project application process. This is a process whereby projects matching certain cost thresholds are approved by Real Estate Headquarters. The application applies to new leases, lease renewals, purchase and sales of property as well as construction projects. An application is the comprehensive description of a real estate project, whereby a combined Business Unit and Real Estate business case is presented to executive management for a final decision. The Senior Financial Analyst works in aligning the written form of the real estate business case and performs advanced financial analysis based upon established criteria to support the project application.
Key Interfaces

§ Internal:
Reports to Director of Strategy. Supports Project Leads.
Daily interaction with Business Administrators/Financial Managers, Transaction Specialists, Project Managers and Regional General Managers
Periodic interaction with Real Estate Analysts, Tax, Legal and  Real Estate Headquarters.
 External: External Vendors and Customers§

JOB FAMILY SPECIFIC RESPONSIBILITIES
 Develop project business§ cases based upon information provided by Project Leads and  Business Units. Verify and ensure accuracy of information necessary to create application packages, including, if necessary, the research of market information to confirm data. Responsible for document management and version control.
 Review§ contracts, budgets and financial comparisons of alternative scenarios to prepare financial analysis necessary for applications, such as Finance Lease Test and Option Comparison. Perform analysis at very complex level including: depreciation, interest calculation, rent calculation, investments, option comparisons and real estate market information.
 Establish timeline and§ drive process to ensure prompt submission of approval documents. Prepare progress reports on application status to management and Project Leads.
§ Maintain and update process documentation to ensure that is informed about new developments (Application Handbook, Work Instruction Manual, and Application Flow Charts).

KEY RESPONSIBILITIES
Responsible for the preparation of comprehensive real estate applications. Applies advanced skills to independently resolve very complex problems. Displays a high level of critical thinking in bringing successful resolution to high-impact, complex, and/or cross-functional problems.

Experience:
5 plus years of successful experience in real estate or financial field and successful demonstration of Key Responsibilities and Knowledge as presented above. Advanced degree MAY be substituted for experience, where applicable. Demonstrates and applies comprehensive real estate knowledge, practices and procedures for the successful completion of complex assignments. Must have excellent writing and verbal communication skills. Experience with MS Excel data evaluation/manipulation tools (e.g. pivot tables and vlookup) and MS PowerPoint presentation skills required.

Capabilities:
 Flexibility and Adaptability§
Adapts to change and different ways of doing things quickly and positively; deals effectively with a variety of people and situations; appropriately adapts one’s thinking or approach as the situation changes; thrives in a fluid environment and works effectively in ambiguous situations;

 Interpersonal§ Interaction and Communication
Interacts and communicates with others in an effective and responsive manner by sharing information, listening, facilitating discussion, understanding others’ perspectives, and adjusting one’s own behavior according to the needs of the audience;

 Results Orientation§
Drives self and others to achieve results and surpass goals by setting high standards of performance, continually striving to do things better to improve performance; looking for ways to succeed no matter what the challenge;

 Planning and§ Organizing
Plans, organizes, coordinates, and prioritizes work efforts for self and others to efficiently and effectively utilize resources to meet business objectives; provides direction and a clear path for carrying out multiple projects and work assignments;

 Financial Acumen§
Understands and utilizes financial data and information to make sound business decisions that promote cost effectiveness and profitability; understands and practices sound fiscal principles in area of responsibility;


 Real Estate Business Acumen:§
Understands the real estate business and how it works; effectively applies one’s understanding of real estate business fundamentals and marketplace drivers with the knowledge of how value is created by  to enhance profitability and organizational effectiveness; understands the customer’s business and uses knowledge and experience to provide value added services and consultation.

Seth Gerson

SOAR Staffing, LLC

seth@soarstaffing.com

914-906-1871