Real Estate Financial Analyst Resume Sample
Rita Treutel
8745 Harmony Lodge,
New York,
NY
+1 (555) 921 9041
Work Experience
Real Estate Senior Financial Analyst
05/2017
-
PRESENT
Detroit, MI
- Planning, budgeting, forecasting, reporting and analysis
- Meet all U.S. and regional reporting requirements
- Alignment with global CFOs
- Preparation and presentation of consolidated financial reports by function
- Establishment of strong proactive relationships with all functions
- Provide recommendations to enhance financial & operational performance of the functions
- Strong Line of Business partnership with providing allocations transparency
- Partner with functional heads to identify expense reduction opportunities
- Report on key financial and operational metrics to improve the business
Real Estate Financial Analyst
10/2011
-
03/2017
Detroit, MI
- Reviews and underwrites new commercial real estate loan investment opportunities which are non complex in nature, providing decision support analysis to portfolio manager and/or senior loan officers
- Drafts term sheets, application/commitment letters, and other transaction related documents
- Prepares mortgage loan committee write ups working under minimal supervision and collaboratively with commercial mortgage team, mortgage banking representatives, analysts and other relevant resources, such as appraisers or other sources of commercial real estate data
- With oversight, completes due diligence analysis during the loan closing process including review of leases, rent rolls, third party reports, estoppels, and other business related closing matters
- Serves as business liaison throughout the mortgage loan closing process working collaboratively with portfolio and/or senior commercial real estate loan officers, internal constituents (legal and asset administration), mortgage banking representatives, external counsel, third party report providers, and others necessary to effectuate a timely closing
- Collaborates and partners with management and team to support business objectives
- Some knowledge and understanding of financial analysis of income producing real estate, real estate fundamentals and capital structures; at least 1 year of financial analyst experience in commercial real estate investments or lending
- Provide accurate work product and general analysis of business data; share findings and potential recommendations in a timely manner
- Effective organizational skills with a high attention to detail. Effective verbal and written communication and interpersonal skills
Real Estate Transactions Financial Analyst
10/2008
-
08/2011
Detroit, MI
- Work with some independence and within a team environment. Critical thinking and problem solving skills
- Engaged with the ability to maintain and support a professional business environment
- Provide support for the acquisition, financing and disposition process
- Critical thinker with a strong work ethic
- Strong organizational skills with ability to prioritize and handle multiple projects simultaneously with
- Prepare quarterly performance presentations for board of director’s meetings
- Perform detailed analysis of variances to forecast, plan and prior month’s actual expenses and staffing counts
Education
Washington State University Vancouver
2004 - 2008
Bachelor's Degree in Finance
Professional Skills
- Superior interpersonal skills, negotiating skills and problem solving ability
- Strong organizational, time management and priority setting skills in order to meet tight
- Strong quantitative and technical/computer skills (including proficiency in Microsoft Office, particularly Excel, and Argus)
- Excellent attention to detail and problem solving and analytical skills
- Strong oral/written communication skills required to interact with Business Units
- Strong quantitative and technical/computer skills (including proficiency in Microsoft Excel and PowerPoint)
- Maintain excellent organization skills and high level of attention to detail and accuracy
How to write Real Estate Financial Analyst Resume
Real Estate Financial Analyst role is responsible for microsoft, interpersonal, analytical, excel, financial, modeling, reporting, retail, finance, training.
To write great resume for real estate financial analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Real Estate Financial Analyst Resume
The section contact information is important in your real estate financial analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Real Estate Financial Analyst Resume
The section work experience is an essential part of your real estate financial analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous real estate financial analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular real estate financial analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Real Estate Financial Analyst resume experience can include:
- Strong analytical skills with solid business and financial acumen; ability to think independently and anticipate next steps
- Solid customer service and interpersonal skills with the ability to build internal and external relationships
- Experience using Enterprise and its planning tool (MSTR)
- Excellent knowledge of Microsoft Office tools, Argus and other relevant real estate modeling software
- Build strong working relationships with business partners across the organization
- Very strong in Microsoft Excel and other Microsoft Office applications
Education on a Real Estate Financial Analyst Resume
Make sure to make education a priority on your real estate financial analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your real estate financial analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Real Estate Financial Analyst Resume
When listing skills on your real estate financial analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical real estate financial analyst skills:
- Well-honed interpersonal skills which enables working with others to elicit information, to think creatively, and to work independently
- Demonstrated experience working with a varied team of professionals in a deal-based or transactional environment
- Relevant experience, including: real estate, finance, underwriting, asset management, banking
- Own and drive the consolidated Store Occupancy and Capital forecasts for monthly reporting on P&L impact, Budget vs. Actual, and other reporting
- Two years of professional work experience in accounting or finance within commercial real estate
- Real estate cash flow modeling experience
List of Typical Experience For a Real Estate Financial Analyst Resume
1
Experience For Real Estate Senior Financial Analyst Resume
- Including 1 year in a Senior Financial Analyst role
- Prepare marketing proposals and meeting presentation materials
- Self-motivated for a fast paced working environment
- Responsible for preparing annual CAM reconciliations
- Assist with audits of annual landlord adjustment invoices, review reconciliation memos and make one-time and recurring entry adjustments in Costar
- Work with APAR on integration of rent payments to PeopleSoft to ensure rents are being paid and confirm check history is then loaded back into Costar
- Prepare marketing and promotional materials
2
Experience For Real Estate Development Financial Analyst Resume
- Review financial statements and operating information
- Conduct site visits to assist with monitoring property operations and renovation/capital projects
- Advanced financial modeling techniques (Visual Basic, Macro) is an asset
- Provide overall analytical support to a mixed use real estate investment portfolio
- B.S. in Finance, or other related field
- Impeccable integrity and discretion with sensitive materials and negotiations
- Utilize Hyperion Oracle Essbase, Excel, and other internal financial systems to extract data from various sources to effectively manage the Occupancy and Capital forecasts
3
Experience For Real Estate Administration & Corporate Functions Financial Analyst Associate Resume
- Responsible for producing a bi-monthly/monthly forecast, variance analysis versus forecast and identifying risks and opportunities. Additionally, responsible for developing the annual Budget and Long Range Occupancy plans
- Compiles and analyzes financial information to create financing packages summarizing the highlights, requirements, market information, and other financial data for corporate decisions
- Performs market surveys for due diligence by preparing metrics, collecting data, and analyzing the results
- Completes a rolling 5-year strategic plan, and coordinates underwriting process for large and opportunistic transactions
- Prepares and reviews budgets, revenues, expenses, payroll entries, and accounting documents, resolving any discrepancies
- Acts as liaison between corporate and property management, overseeing property expenses, occupancy, and rent-levels
- Advise DOD clients on all aspects of large-scale housing privatization projects, including real estate finance, property management, construction oversight, and legal document review
- Review and analyze legal documents, financial reports, and operating plans as part of the due diligence process, negotiations, and restructures
- Provide project management assistance, working collaboratively with multiple stakeholders on issue identification and resolution
4
Experience For Financial Analyst Role for Real Estate Firm Resume
- Monitor compliance with legal requirements, follow up on deficiencies
- Review and update pro forma financials for large scale residential projects and create pro forma financials in MS Excel
- Brief senior Air Force and Army leaders who do not have a financial or technical background
- Monitor project performance and Key Performance Indicators, develop short and long term cash flow projections, develop and propose recommendations to address challenges
- Assist in management of client relationships, including communications, meeting management, training and facilitation of vision development
- Maintain financial database and document management website using SharePoint; manage stakeholder access
5
Experience For Real Estate Transactions Financial Analyst Resume
- Document best practices for the team
- Develop analysis of economic, demographic and real estate market data
- Produce accurate and well organized deliverables on schedule
- Prepare and process recurring and one-time rent charges and payment request information based on lease agreement terms and landlord statements. (Prep rent expenses for payment, compare and analyze variance reports to ensure correct rents are being processed)
- Review and approve monthly, one-time and special rent payments for all GPC subsidiary portfolios
6
Experience For Retail Real Estate Financial Analyst Resume
- Tracks account receivable payment activity for all subleases – make sure all subtenants and tenants are paying rent to HQ – generate welcome letters to new subtenants and tenants
- Prepare journal entries as needed in PeopleSoft
- Generate and distribute various real estate related reports to leadership
- Draft lease correspondence and notices to Tenants/Subtenants
- Review and analyze leases, amendments and other documents and provide recommendations to leadership to drive innovative solutions
7
Experience For Apple Retail Stores Real Estate & Development Senior Financial Analyst Resume
- Audit documents such as invoices, statements, leases, amendments to leases and other correspondence to determine billable items and bill subtenant or tenant for reimbursement
- Review lease abstracts in Costar and maintain Costar by abstracting any changes or modifications, such as rental obligations, payment information, Tenant and subtenant changes, etc
- Responsible for collecting all COIs from Tenants and Subtenants and tracking renewals of COIs
- Manage Lease vendors in Costar database to ensure precise records, including subtenant and tenant address and payment changes
- Gather and research sales and rent comparables
- Track market trends such as rental growth and development
- Prepare financial models for commercial real estate valuation
8
Experience For Retail Real Estate & Development Financial Analyst Resume
- Respond to requests for property information
- Analyze rents, occupancies, budgets and financials, while working closely with Asset Managers, Portfolio Management, and third party property managers to provide support and direction of business plans
- Develop key, dynamic performance metrics, providing c-suite executives with actionable, strategic data
- Perform a wide variety of detailed qualitative and numerically oriented assessments and analyses, and provide recommendations based on findings
List of Typical Skills For a Real Estate Financial Analyst Resume
1
Skills For Real Estate Senior Financial Analyst Resume
- Solid interpersonal skills to interact with, establish relationships with the Business Units
- Relevant experience, including: real estate or finance
- Strong interest in the real estate debt and private equity industry
- Experience in retail finance
- Be able to put priorities to conclusion within agreed upon deadlines within agreed upon deadlines
2
Skills For Real Estate Development Financial Analyst Resume
- Working knowledge of Lease Accounting
- Under complex accounting concepts and work on complicated accounting transactions
- Assist with financial reporting using SAP and BI tools
- Develop and update meaningful metrics and reporting tools that can facilitate decision-making
- Assist in the preparation of loan request packages for securing construction financing
- Responsible for annual budget tracking and review of development pro forma modeling, as key financial point person for external real estate partnership
- Collaborate with internal departments including Mission Rock, Accounting, Finance
- Develop and update briefing materials for stakeholders in the housing privatization program
- Prolonged time sitting in cars or airplane
3
Skills For Real Estate Administration & Corporate Functions Financial Analyst Associate Resume
- Detail oriented individual who is willing to work hard to finish the job
- Review and analyze investment offering materials
- Assist in the preparation of strategic plan, annual budget, and forecasting
- Perform ad-hoc analysis and reporting to the executive leadership team
- Support reporting to prepare executive leadership team for quarterly earnings call
- Develop and maintain complex financial models utilizing Citi’s General Ledger to reconcile the channel P&L
4
Skills For Financial Analyst Role for Real Estate Firm Resume
- Assist in conducting due diligence on potential clients
- Maintain detailed and complete working files with backup for all data calculations and research
- Assist in preparing responses to Request for Proposals (RFP)
- Perform sensitivity testing to inform investment trade off decisions
- Collaborate with public finance team regarding horizontal infrastructure investment
- Travel annually or as needed to project sites to conduct site visit assessing property management operations and compliance
5
Skills For Real Estate Transactions Financial Analyst Resume
- Provide written quarterly reports documenting project status and Key Performance Indicators
- Advanced understanding of complex real estate lease terminology
- Advise DOD clients on all aspects of large-scale housing
- Real Estate Accounting
- Real Estate Reporting
- Sits stands or walks for extended periods of time
- This role has a broad range of responsibilities. During quarter end and year end, there are multiple deadlines and deliverables, situation could be stressful. Ability to multi-task under pressure is important
- Work independently and collaborate with other team members
- Successful completion of a background screen and drug test
6
Skills For Retail Real Estate Financial Analyst Resume
- Demonstrable proficiency in Microsoft Office suite (Excel, PowerPoint, Outlook, Word), Adobe Acrobat, Salesforce
- Be able to produce high quality deliverables
- Need to be able to be ok with some travel when required
- Participate in property tours and conduct property and site analyses
- Assist with the preparation of investment summaries
7
Skills For Apple Retail Stores Real Estate & Development Senior Financial Analyst Resume
- Present to the firm’s Investment Committee and joint-venture equity partners
- Generate various financial analyses reports
- Liaison with internal business unit analysts and divisional controllers to ensure timely completion of requested financial reports and analysis
- Prepare cost budgets and proforma cash flows for new development opportunities
- Gather and analyze market information for the feasibility of property development
- Owner/administrator of the department’s GIS software package
8
Skills For Retail Real Estate & Development Financial Analyst Resume
- Identify and make recommendations on tactical and strategic opportunities, gaps and financials risks through collaboration with Facilities Management Accounting, Planning, and the Budget Office. Analyze performance data to forecast and trend
- Work with Director and Executive Director to develop financial models and deliver business strategies for real estate decision-making needs. The ability to provide sophisticated financial analysis, which models current and future occupancy costs by providing cash flow projects and pricing of various leasehold interests
- Exhibit a strong understanding of financial terms and principles necessary in real estate including Discounted Cash Flow, IRR, NPV, Time Value of Money, etc. Analyze and interpret various types of real estate documents, including leases, contracts and financial statements
- Researching competitive properties and real estate markets to provide asset performance projections based on market conditions, including potential site visits
- Modeling cash flows and mortgage structures to evaluate investment opportunities
- Preparing detailed investment memos
- Interacting with brokers and potential Borrowers to effectively identify their acquisition or refinancing strategy, as well as working with third party report providers (engineering/environmental reports, appraisals, etc.) on report completion
- Handle a significant workload through effective assignment prioritization and time management
9
Skills For Real Estate Lending Fulfillment Financial Analyst Resume
- Proactively and effectively communicate project status to managers
- Relative experience
- Work independently, think critically and demonstrate ownership of job tasks
- Occasionally assisting the asset management team with monthly asset level reporting
- Financial Analysis: Screen potential investments; analyze and underwrite investments for acquisition, financing and disposition; prepare detailed cash flow and return projections using Argus and Excel; complete research to identify potential risks and validate underwriting assumptions
10
Skills For Real Estate Financial Analyst M / F-vie Milan Resume
- Due Diligence: Leadership role in due diligence for acquisitions and dispositions including comprehensive review of leases, property agreements, budgets and operating statements; interface with legal and accounting teams to facilitate investment acquisitions, financings and sales
- Market Research: Assemble and analyze data on U.S. economic and real estate trends; analyze macro and micro market data for specific investment opportunities including rent and sale comparables, supply/demand fundamentals, capitalization rates; keeping current on market conditions and underwriting developments
- Investment Presentations: Prepare investment committee memorandums, investor reports / marketing presentations
- Asset Management: Assist in preparing annual property budgets and quarterly portfolio reports; perform ongoing analyses to support asset business plans; update portfolio; coordinate and prepare due diligence for financings and dispositions
- A strong understanding of financial concepts, such as valuation, structuring and waterfalls
- Understanding of how to collect, analyze and communicate real estate and market data
- Overall understanding of real estate fundamentals across several asset classes
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