Financial Analyst

Lewis Group of Companies•Upland, CA

2d•$80,000 - $95,000•Onsite

About The Position

Financial Analyst – ONSITE / This role is located in Upland, CA About Us Lewis Group of Companies is one of the nation’s largest privately held real estate development firms. With over 70 years of experience, we’re committed to creating communities that thrive. We value honesty, long-term relationships, and high-quality standards that benefit our employees, residents, and the broader communities we serve. Your Role: As our new Financial Analyst, you will play a key role in evaluating the performance of Lewis’s portfolio of real estate developments and operating centers. You will also support Loan Operations by assisting in the closing of permanent and construction loans while helping manage the company’s existing loan portfolio. Note: This position is based in our Upland Corporate Office and requires in-office work five days per week, Monday to Friday.

Requirements

Bachelor’s degree in finance, real estate, business, accounting, economics, or a related field
3+ years of relevant analytical experience with a real estate owner-operator, manager, homebuilder, or brokerage
Strong financial modeling skills in Excel
Familiarity with discounted cash flow (DCF), IRR, NPV, and ROI concepts
Strong organizational skills and the ability to manage multiple ongoing projects
Excellent written and verbal communication skills with the ability to present clear findings
Strong interpersonal skills to build relationships internally and externally
Demonstrated ability to work with urgency, accuracy, and attention to detail