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Financial Analyst

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DJM

2021-12-03 09:02:45

Job location San Jose, California, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Job Title: Financial Analyst

Location: San Jose



Summary:

The Financial Analyst plays a key role in all financial aspects of the acquisition, financing and capitalization process for the DJM Investments team. Utilizing their exceptional financial acumen and communication skills, the Financial Analyst will assist in analyzing financial statements and reports, developing custom Argus and Excel models and investor presentations for potential acquisitions and owned assets.


Essential Functions and Responsibilities:

  • Performs the detailed underwriting of potential acquisitions
  • Review and analyze financial statements and reports
  • Prepare property level financial models and reports
  • Assist with budgeting and market research tasks
  • Develop financial models in Excel and Argus
  • Conduct thorough research of historical financial data
  • Explore investment options and present risks and opportunities
  • Compare anticipated and actual results, and identify areas of improvement
  • Maintain confidentiality of financial information and investment decisions
  • Assist in property due diligence
  • Assist in preparing quarterly and annual investment reports, valuations, and projections


Qualifications and Skills Desired:

  • Bachelor's degree in finance, accounting, or a related field
  • Relevant certification (e.g., CFA/CPA) is a plus
  • 2+ years of experience in financial planning, analysis, and modeling
  • Ability to present financial information to a non-financial audience
  • Strong organizational and multitasking skills
  • Excellent communication, interpersonal, and presentation skills
  • Demonstratable strategic thinking skills
  • Detail-oriented and able to perform in a high-pressure environment
  • Strong analytical thinking and problem-solving skills
  • Understand key Real Estate business drivers
  • Proficiency in Microsoft Excel and Argus



Physical Requirements:

  • This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.
  • Position may also require one to stand and/or walk for up to 8 hours a day.


Classification:

  • This is an exempt position



Status:

  • This is a full-time position

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