Senior Financial Analyst

Lyon Management Group•Newport Beach, CA

14d•Onsite

About The Position

Lyon Living is looking for a full-time Financial Analyst to join their Investments team in their Newport Beach office. The Financial Analyst will be responsible for evaluating and analyzing new development and acquisition opportunities, as well as supporting Asset Management and Investor Relations for the existing portfolio of multi-family properties. This role involves providing financial analysis for short and long-term strategies, including development or redevelopment scenarios, re-positioning strategies, and renovation initiatives. The position requires a high degree of sensitivity and discretion, excellent organizational skills, attention to detail, a proactive and customer-focused mindset, proficiency with Microsoft Office suite, and strong collaboration and communication skills.

Requirements

Requires a degree in finance, economics, real estate, accounting, or a related field.
Minimum 5 years in Real Estate/Finance or Banking experience required.
Must have excellent financial analysis skills and expertise with financial modeling tools to include Waterfall modeling.
Must have exceptional ability to create complex models and analysis from blank Excel files as needed.
Advanced skills with Excel (e.g., macros, data tables, array formulas, lookup formulas).
Understanding of applicable financial metrics (e.g., yield, IRR, NPV, cap rates, etc.)
Must be highly motivated with a can-do attitude and accountability for all tasks.
Must have high degree of flexibility and ability to calmly handle multiple issues that may arise.
Must enjoy and operate efficiently in a fast dynamic environment.
Laser focused attention to detail.
Excellent communication skills (verbal and written) and have the ability to work across functions.
Must be well organized and able to multi-task with limited supervision while adhering to deadlines and maintaining absolute accuracy.
Able to travel as needed.
Applicant must have a valid driver's license or be able to utilize an alternative form of transportation at their own expense which allows them to reach the required destination in a time period comparable to that if they were to drive their own vehicle.
Employees choosing to drive their own vehicle for work-related duties will be required to have a valid driver’s license and provide proof of insurance, and may be subject to a DMV record search.

Responsibilities

Build & maintain Excel pro forma models for new multi-family development and value-add acquisitions.
Maintain complicated financial modeling and spreadsheet analysis in Excel.
Create complex ad-hoc financial models when no template is available.
Coordinate information regarding market data, occupancy data, expense analysis, aerials, maps, property tax, and rent/sales comparables.
Create/update Confidential Information Memoranda in PowerPoint for distribution to lenders/investors/appraisers, etc.
Market research including vacancy, absorption, rents, rent growth, etc.
Review and process broker packages in order to underwrite potential acquisitions.
Coordinate financial information (contracts, third party reports, etc.) as part of the due diligence process for development, acquisition, and disposition efforts.
Organize and present data analysis, draw objective conclusions and make recommendations.
Create, implement, and maintain various tracking criteria related to property performance; develop and maintain sophisticated dashboards, financial models, templates and analyses.
Prepare and update cash flow forecasts; work on capital calls and distributions as requested and with accounting.
Create and audit preferred return tracking schedules.