Financial Analyst
Job Details
Undisclosed
Corporate Office - Costa Mesa, CA
N/A
Full Time
Undisclosed
Undisclosed
Undisclosed
Undisclosed
Undisclosed
Description

Title:

Financial Analyst

Date:

June 2021

Department:

Strategic Planning and Financial Analysis

# Direct Reports:

2

Reports to:

(Title of Manager)

Finance Director

FLSA Status:

Non-exempt

Position Summary

The Financial Analyst is responsible for performing activities that support Strategic Planning and Financial Analyst Department and Donahue Schriber’s objectives, performance drivers and strategic initiatives. The Financial Analyst is responsible for analyzing the merits and/or risks of a particular investment. Utilizes sophisticated analytical software. May be involved in database management, trends analysis and the preparation of new business presentations. May focus on a specific area (e.g., development, acquisitions/underwriting, investment management, transactions, or corporate strategies)

 

Essential Job Functions

  1. Assist in the preparation of the monthly financial and operating reporting package, including variance analysis (actual to actual, actual to budge, actual to forecast).
  2. Prepare and analyze operating metrics reports on a monthly basis including sales, occupancy, leasing activity reports.
  3. Review public financial reports to evaluate the business and benchmark against public peers.
  4. Collaborate with leasing and property management teams to create budgets and long-term forecast.
  5. Perform portfolio level analysis of budget/forecast data to identify trends, issues, and updates to model assumptions.
  6. Drive special projects throughout the company including applicable company-wide IT, budgeting/forecasting and analytics initiatives.
  7. Identify and implement process improvements to increase efficiency and accuracy of information reported to management
  8. Understand the information needs of various functions with Donahue Schriber and identify the best way to meet those needs
  9. Ad hoc analysis of financial results
  10. Other duties as may be assigned.
Qualifications

Education

This position requires a Bachelor’s Degree level of education with emphasis in Business, Finance, Accounting, Economics or other related discipline; or equivalent combination of education and experience.

Additional degree(s) that are preferred for this position include:

None.

 

Work Experience

 Below is the required/preferred work experience for this position:

Length in experience

Type of work experiences

Specific duties

Required/Preferred

3-6years  

Previous retail real estate experience.  Superior financial and analytical skills

 

Required

 

Knowledge and proficiency in Microsoft Office applications including advanced knowledge of Microsoft Excel

 

Required

 

Advanced Knowledge of Microsoft Excel (IF/VLOOKUP/INDEX formulas and pivot tables necessary, basic macros a plus)

 

Required

 

Strong interpersonal skills

 

Required

Note:

Licenses & Certificates

None

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