Financial Analyst bei Lewis Group of Companies
Lewis Group of Companies · Upland, Vereinigte Staaten Von Amerika · Onsite
- Professional
- Optionales Büro in Upland
Description
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.
• Prepare pro forma financial models of development projects at various stages
• Perform operating statement analysis of income-producing assets
• Analyze financial performance using IRR, NPV, ROI, and other metrics in Excel
• Create portfolio-level reports for the CEO and senior executives
• Assist in loan originations, lender due diligence, and closing processes
• Manage and attend lender property inspections
• Coordinate internally to respond to ongoing lender compliance requests
• Investigate and respond to lender inquiries by reviewing loan documentation
• Bachelor’s degree in finance, real estate, business, accounting, economics, or a related field
• 3+ years of relevant 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
• Argus experience with commercial real estate assets
• Familiarity with OneSite, JD Edwards, Power BI, and/or TM1
• California Real Estate License
• The Lewis Group of Companies reasonably expects to pay $80,000–$95,000 per year for this role, with actual compensation based on skills, experience, location, and business needs.
• Performance Incentives: Annual merit increases and bonus opportunities
• Cell Phone Allowance: $60/month
• Medical/Dental/Vision Insurance (variety of plans to choose from)
• 401(k) Plan with Company Match
• Apartment Rental Discounts
• Paid Time Off, Holidays, and Vacation Time
• Continued training and advancement potential