Southwest Value Partners · 1 week ago
Senior Analyst (Capital Planning)
San Diego, CA
Full-time
Onsite
Senior Level
$120K/yr - $130K/yr
5+ years expSouthwest Value Partners (SWVP), a privately held real estate investment company, is seeking a talented Senior Analyst to join its Finance Team. This Senior Analyst is responsible for developing and managing multi-year capital expenditure forecasts, overseeing development budgets, and monitoring the financial performance of capital projects from planning through completion.
Real EstateReal Estate InvestmentSmall and Medium Businesses
Responsibilities
Develop, maintain, and refine multi-year capital expenditure forecasts across active and planned projects
Analyze variances between forecasted and actual spend, identifying drivers and potential corrective actions
Build scenario models to evaluate timing, cash flow impacts, and funding requirements for capital initiatives
Partner with operations, development, and finance leadership to align forecasts with strategic priorities
Lead the creation, review, and ongoing management of development budgets from concept through project completion
Monitor project financial performance, including commitments, change orders, and contingency usage
Prepare monthly reporting packages summarizing project status and financial impacts
Manage the end-to-end loan draw process, ensuring accuracy, compliance, and timely submission to lenders
Review contractor invoices, pay applications, and supporting documentation for completeness and alignment with loan agreements
Coordinate with lenders, third-party inspectors, and internal teams to resolve discrepancies and expedite funding
Maintain audit-ready records and support lender reporting requirements
Qualification
Required
Bachelor's degree in accounting, finance or related field required
Minimum of 5 years relevant experience, 3 within a finance-focused role
Proficient with MS office; expertise in Excel
Excellent financial modeling and forecasting skills
Ability to interpret construction documents, budgets, cost reports, and loan agreements
Strong verbal and written communication skills
Detail-oriented, organized, and comfortable managing multiple complex projects simultaneously
Ability to assume an elevated level of responsibility as a member of a team
Self-motivated, accurate, reliable, and flexible
Ability to maintain confidentiality with sensitive information
Ability to work independently with minimal direction
Preferred
MBA a plus
CPA or CFA certification a plus
Big 4 or Large Regional/CPA background a plus
Yardi Job Cost experience a plus
Benefits
Generous medical, dental, and vision coverage available first of the month following hire date; includes FSA, HSA, and dependent care
Disability insurance
Life insurance
Employee assistance program
Supplemental benefits
401(k) matching
Employee discount program
Vacation and sick time
11 paid holidays
On premise gym
Company
Southwest Value Partners
Southwest Value Partners is a real estate investment company.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Joe Bucher, AIA
Managing Director & Partner - Design, Visioning, and Development Strategy
Mayra Mariscal
Chief Compliance Officer
Recent News
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