Senior Financial Analyst -Real Estate (hybrid)
Why New Perspective Senior Living? A career with a purpose starts here!
This is an exciting time to join New Perspective. We are a growing company serving over 2,000 seniors today with a goal of reaching 10,000 by 2025.
Our growth is creating energy, excitement, and the opportunity to make a difference in the lives of others. We have a culture of servant leadership and collaboration that supports each team member’s personal and professional development.
At New Perspective you’re not just an employee, you are a valued member of our team.
Position Overview :
New Perspective Senior Living is seeking a highly skilled and motivated Senior Financial Analyst to join our dynamic Accounting and Real Estate team.
The successful candidate will play a critical role in financial analysis and underwriting for our real estate investments.
This position requires a detail-oriented individual with strong analytical skills and a deep understanding of real estate finance and investment principles.
Key Responsibilities :
- Financial Analysis :
- Conduct comprehensive financial analysis of real estate investments, including cash flow modeling, valuation, and sensitivity analysis.
- Prepare detailed financial reports and presentations for senior management and investment committees.
- Analyze historical financial statements and project future performance based on market trends and property-specific data.
- Underwriting :
- Evaluate potential real estate investment opportunities through rigorous underwriting processes.
- Conduct due diligence, including market research, property inspections, and analysis of legal and financial documents.
- Develop and maintain underwriting models to assess investment risks and returns.
- Market Research :
- Perform market research to identify trends, opportunities, and risks in the senior living and real estate markets.
- Monitor competitive landscape and provide insights on market conditions and potential impacts on investment strategies.
- Investment Strategy :
- Assist in the development and implementation of investment strategies and business plans for real estate assets.
- Collaborate with internal and external stakeholders to identify and evaluate new investment opportunities.
- Support the acquisition and disposition processes, including negotiations, contract review, and closing activities.
- Reporting and Communication :
- Prepare and present investment memos, financial models, and other materials to senior management and investment committees.
- Communicate effectively with internal and external stakeholders, including investors, lenders, and partners.
- Maintain accurate and up-to-date records of all financial analysis and underwriting activities.
- FP&A Software and Tools :
- Utilize Financial Planning and Analysis (FP&A) software to streamline and enhance financial reporting and analysis.
- Experience with NICMAP Vision or similar tools to leverage market data and insights.
- Build comprehensive reports and dashboards to support decision-making processes.
Qualifications :
- Bachelor's degree in Finance, Real Estate, Business Administration, or a related field. MBA or relevant advanced degree preferred.
- Minimum of 3-5 years of experience in real estate finance, underwriting, or a related field, with a focus on senior living or multifamily assets preferred.
- Strong proficiency in financial modeling and analysis, including advanced Excel skills.
- Excellent analytical, problem-solving, and decision-making abilities.
- Strong understanding of real estate investment principles, market analysis, and valuation techniques.
- Experience with Financial Planning and Analysis (FP&A) software.
- Familiarity with NICMAP Vision or similar market research tools.
- Ability to work independently and collaboratively in a fast-paced, team-oriented environment.
- Exceptional attention to detail and organizational skills.
- Effective communication and presentation skills, with the ability to convey complex information clearly and concisely.
- Proficiency in financial and real estate software tools and platforms (e.g., ARGUS, Yardi, CoStar) is a plus.
Team Member Benefits & Perks*
- Medical, Dental, & Vision Insurance
- 401(k) with Company Match!
- Paid Time Off and Holidays
- Company-Paid Basic Life Insurance
- Voluntary Short-Term Disability
- Company-Paid Long-Term Disability
- Health Reimbursement Account / Health Savings Account
- Flexible Spending Accounts
- Education assistance - up to $5,000 per calendar year!
- Leadership Development & Career Advancement
- Real-time Access to Earned Wages
- Referral Bonuses
- Employee Assistance Program
- Benefits vary by full-time, part-time, and PRN status.
New Perspective is an Equal Opportunity Employer.
INDLP
Senior Benefit Analyst, Financial Well-being - Remote
The Retirement Benefits and Financial Well-being Senior Analyst for UnitedHealth Group will assist in the research and evaluation of qualified and non-qualified plan retirement plan design options as well as changes or additions to other financial benefit programs to support our most important asset...
Commercial Real Estate Associate Attorney - Hybrid/remote
Sophisticated boutique law firm is seeking a highly experienced Commercial Real Estate Associate Attorney to add to their growing team. The ideal candidate will have 6+ years of highly sophsticated commercial real estate experience, 6+ years of leasing, financing and buy/sell work. The office is bas...
Senior Analyst, Regulatory Affairs - Hybrid
The Senior Regulatory Affairs Analyst is responsible for interpreting statutes, regulations and administrative rules of various issuing bodies and developing procedures and processes to assure compliance with those rules and monitoring the performance of those procedures and processes. The senior an...
Senior Compensation Associate (Hybrid Role)
You would be joining a team of customer focused associates who are passionate about servicing Financial Professionals. The primary job responsibilities consist of processing commission payments in various systems, providing timely responses to inquiries, monitor daily controlled reports and reconcil...
Senior Tax Analyst
As a Senior Tax Analyst, you will play a crucial role in supporting both income tax and sales tax functions within the organization. With a hybrid work model, they strive to provide a flexible and supportive atmosphere for their employees. Analyze and reconcile financial data to support accurate tax...
Hybrid Real Estate and Mortgage Consultant
Are you a proactive Real Estate Agent concerned about the shifting sands of buyer’s agent commissions?. The recent lawsuits and settlements in the real estate industry spotlight the urgent need for adaptability and diversification. As a Dually Licensed Agent, you’ll have the unique advantage of thri...
Audit Senior Associate - Real Estate/Construction
Additional Information #LI-LF1 #hybridAre you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly US (BT) as an Audit Senior Associate!...
Senior Financial Analyst
The Electrophysiology Division is currently recruiting a Senior Financial Analyst to work out of our Plymouth, Minnesota facility. This position is a key value-added role that partners with various levels of leadership to drive financial ownership, variance analysis and commentary for senior managem...
Hybrid Senior Accountant
Manage financial tasks, including but not limited to accounts payable, accounts receivable, payroll, and financial statement preparation. Our client's company, a prominent and rapidly growing organization in marketing, is seeking a Senior Accountant to join their finance team. Renowned for their com...
Senior Accounting Analyst
SENIOR ACCOUNTING ANALYST JOB DESCRIPTION:. Why work here as a Senior Accounting Analyst?. What you will be doing as a Senior Accounting Analyst. What you need to bring to the table for our Senior Accounting Analyst opportunity. ...