Sr. Financial Analyst

Greystar Management Services•Charleston, SC

21d•Remote

About The Position

Compile and analyze financial information for potential corporate transactions under evaluation, draft presentation materials that concisely summarize takeaways, key considerations, market data, and scenario analysis, and present the Corporate Finance recommendation to the CFO. Support the daily management of Greystar’s PropTech portfolio (corporate VC function) by gathering and analyzing financial data, operating KPIs, budgets, cash runway, key risks and growth roadmap of portfolio companies, provide insights to Corporate Finance leadership supporting recommendations on upcoming decisions, and draft performance updates for executives. Own, maintain, update and present the investment cash flow forecast and expected returns for 100+ investments held on the balance sheet as part of the business planning process with minimal oversight; process for each investment includes, but is not limited to, reconciliation of accounting and portfolio management data, and maintaining a knowledge base of current status, capitalization, and financial & operational metrics of each investment. Support senior team members and the Corporate Accounting team in reviewing quarterly external financial reporting materials prepared for bondholders. On a rotational basis or as needed, fully manage the process of preparing quarterly Board of Director meeting materials in close partnership with senior executives, ensuring high satisfaction and timely delivery. Support senior team members and other internal stakeholders in major capital market transactions, such as refinancing the corporate bonds or renegotiating the line of credit. Manage the annual 409A valuation process, including preparation of supporting documentation, reviewing the valuation methodology, leading communication with the external valuation firm, and drafting of the Board approval memo. Manage employee co-investment funds, including underwriting, reforecasting, semi-annual reporting, cash flow forecasting, cash distribution management, and presentation of underwriting & fund allocation to senior management, with minimal oversight. Interface with external affiliates for fundraising and investment reporting needs related to their sponsor equity positions in real estate ventures and investments in the Greystar parent company. Independently and timely complete complex ad hoc financial, accounting, legal, and administrative assignments with minimal guidance and oversight. Telecommuting permitted up to 40%.

Requirements

The position requires a Bachelor’s degree in Finance, Economics or related field, and two (2) years of experience in the job offered or in a Sr. Financial Analyst-related occupation.
Demonstrable proficiency in Microsoft Excel, with the ability to navigate, manipulate, and analyze large datasets by using complex functions; and the ability to perform high-volume financial modeling and data analysis with speed and precision
Demonstrable knowledge of corporate valuation methodologies, including discounted cash flow (DCF), comparable company analysis, precedent transactions, sum-of-the-parts, and probability-weighted expected return methods, and the ability to apply these frameworks to evaluate enterprise value, assess peer and competitor valuations, and perform relative and intrinsic valuation analyses
Demonstrable experience applying co-investment accounting fundamentals, including various accounting methods (cumulative earnings, cost basis, adjusted cost basis, equity, FMV), non-controlling interests, consolidation of majority-held entities, and allocation of income and distributions among joint venture partners; and the ability to interpret financial statements and underlying schedules reflecting these structures to assess ownership, performance, and reporting implications
Must have demonstrable experience with real estate investment fundamentals, with the ability to apply industry terminology and financial concepts including capital stack structure, distribution waterfalls, asset- and fund-level fees, carried interest arrangements, and deal-level economics to evaluate investment performance and partner returns
Demonstrable knowledge of investment accounting and cash flow forecasting to assume full responsibility for updating complex resource-intensive life-of-fund models with minimal oversight
Demonstrable experience presenting complex financial analyses and reports directly to C-suite executives, including materials covering co-investment performance, balance sheet exposure, cash flow projections, investment structuring, and variance analysis, ensuring clear communication of key financial insights and business impacts
Demonstrable knowledge of Quarterly and Annual US Bureau of Economic Analysis reporting, including an ability to interpret and analyze organizational structures and entity hierarchies, and understand intercompany relationships and fund flows between domestic and international entities
Demonstrable experience in the ability to review, interpret and synthesize complex legal documents such as term loan and credit agreements, equity fundraising and equity upside agreements, LLC operating agreements, and stock purchase agreements; and the ability to extrapolate legal and financial implications to equity holders, debt holders, and lenders
Demonstrable experience analyzing and underwriting private market transactions, including private equity and venture capital investments; and knowledge of fund structures, capital commitments, waterfall distributions, and valuation practices, and demonstrate the ability to interpret and utilize terminology standard to private market deal execution.

Responsibilities

Compile and analyze financial information for potential corporate transactions under evaluation
Draft presentation materials that concisely summarize takeaways, key considerations, market data, and scenario analysis, and present the Corporate Finance recommendation to the CFO.
Support the daily management of Greystar’s PropTech portfolio (corporate VC function) by gathering and analyzing financial data, operating KPIs, budgets, cash runway, key risks and growth roadmap of portfolio companies, provide insights to Corporate Finance leadership supporting recommendations on upcoming decisions, and draft performance updates for executives.
Own, maintain, update and present the investment cash flow forecast and expected returns for 100+ investments held on the balance sheet as part of the business planning process with minimal oversight
Support senior team members and the Corporate Accounting team in reviewing quarterly external financial reporting materials prepared for bondholders.
Fully manage the process of preparing quarterly Board of Director meeting materials in close partnership with senior executives, ensuring high satisfaction and timely delivery.
Support senior team members and other internal stakeholders in major capital market transactions, such as refinancing the corporate bonds or renegotiating the line of credit.
Manage the annual 409A valuation process, including preparation of supporting documentation, reviewing the valuation methodology, leading communication with the external valuation firm, and drafting of the Board approval memo.
Manage employee co-investment funds, including underwriting, reforecasting, semi-annual reporting, cash flow forecasting, cash distribution management, and presentation of underwriting & fund allocation to senior management, with minimal oversight.
Interface with external affiliates for fundraising and investment reporting needs related to their sponsor equity positions in real estate ventures and investments in the Greystar parent company.
Independently and timely complete complex ad hoc financial, accounting, legal, and administrative assignments with minimal guidance and oversight.

Benefits

Competitive Medical, Dental, Vision, and Disability & Life insurance benefits.
Low (free basic) employee Medical costs for employee-only coverage; costs discounted after 3 and 5 years of service.
Generous Paid Time off. All new hires start with 15 days of vacation, 4 personal days, 10 sick days, and 11 paid holidays. Plus your birthday off after 1 year of service!
Additional vacation accrued with tenure.
For onsite team members, onsite housing discount at Greystar-managed communities are available subject to discount and unit availability.
6-Week Paid Sabbatical after 10 years of service (and every 5 years thereafter).
401(k) with Company Match up to 6% of pay after 6 months of service.
Paid Parental Leave and lifetime Fertility Benefit reimbursement up to $10,000 (includes adoption or surrogacy).
Employee Assistance Program.
Critical Illness, Accident, Hospital Indemnity, Pet Insurance and Legal Plans.
Charitable giving program and benefits.