Senior Financial Analyst
About The Position
LMLC is looking for a highly motivated and experienced Senior Financial Analyst to join its growing headquarters in Big Sky, Montana and serve as an integral part of the team. This position will have a wide variety of responsibilities working with our real estate investment, asset management and development teams on several different asset classes including residential, private club, and hospitality projects. Candidates are expected to be highly analytical and have a strong proficiency in Microsoft Excel and Microsoft PowerPoint. Key job responsibilities are outlined below. Create detailed development budgets and coordinate with construction, accounting, and finance teams to (i) update living budget and asset management model on a monthly basis to evaluate asset performance and ensure projects are executed timely and in accordance with business plan, (ii) prepare financial forecasts and evaluate the impact on the overall portfolio and (iii) submit construction draw requests to lenders. Analysis, structuring, and management of long-term business plans for decision-making purposes (development modeling, product design, financing decisions, etc.) Support asset management team with regular review of operating assets and annual forecasting Conduct due diligence on potential acquisitions, or new developments, which includes evaluating financial and physical feasibility of potential development sites (market research, feasibility analysis, cost analysis etc.) and creating comprehensive investment packages and offering memorandums to support the investment thesis. Update various investor reports on a quarterly basis. Conduct general market research (comparable sale transactions) to identify market trends and opportunities while tracking comparable development projects. Assist in creating and providing documentation and support for internal and external audits and reviews. Clearly present all work and findings (primarily in Excel, PowerPoint, Word, and verbally) and make recommendations to management team. Have the ability to work on multiple projects at the same time and manage time/resources to ensure work is completed efficiently and within established timeframes Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Requirements
- At least 3 years of experience in real estate acquisitions, development or finance
- Strong analytical and problem-solving skills
- Effective written and oral communication skills
- Unwavering attention to detail
- Self-motivated, organized, and a team player
- Ability to take responsibility for quality of work with limited oversight
- Intellectual curiosity and good judgment
- Advanced proficiency in Microsoft Excel, Word, and PowerPoint
- Knowledge of the financial accounting process
- The confidence and creativity to tackle complex analytical tasks even when such tasks are “outside the box” or conceptually novel
Responsibilities
- Create detailed development budgets and coordinate with construction, accounting, and finance teams to update living budget and asset management model on a monthly basis to evaluate asset performance and ensure projects are executed timely and in accordance with business plan.
- Prepare financial forecasts and evaluate the impact on the overall portfolio.
- Submit construction draw requests to lenders.
- Analysis, structuring, and management of long-term business plans for decision-making purposes (development modeling, product design, financing decisions, etc.).
- Support asset management team with regular review of operating assets and annual forecasting.
- Conduct due diligence on potential acquisitions, or new developments, which includes evaluating financial and physical feasibility of potential development sites (market research, feasibility analysis, cost analysis etc.) and creating comprehensive investment packages and offering memorandums to support the investment thesis.
- Update various investor reports on a quarterly basis.
- Conduct general market research (comparable sale transactions) to identify market trends and opportunities while tracking comparable development projects.
- Assist in creating and providing documentation and support for internal and external audits and reviews.
- Clearly present all work and findings (primarily in Excel, PowerPoint, Word, and verbally) and make recommendations to management team.
- Have the ability to work on multiple projects at the same time and manage time/resources to ensure work is completed efficiently and within established timeframes.
Benefits
- Medical
- Dental
- Vision
- Flexible Spending Account
- Health Savings Account with Employer Contribution
- Employee Life Insurance – paid by Employer
- Voluntary Life & AD&D Insurance options
- Long Term Disability – paid by Employer
- Short Term Disability – paid by Employer
- 401K Retirement Plan with Employer Match
- Identity Theft Insurance
- Critical Illness Insurance
- Accident Insurance
- Pet Insurance
- Employee Assistance Program
- Paid Time Off
- Ski Pass OR Health & Wellness Reimbursement - subject to availability at time of hire
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What This Job Offers
Job Type
Full-time
Career Level
Senior
