Old Town Companies · 4 days ago
Real Estate Financial Analyst
Carmel, IN
Full-time
Onsite
Entry, Mid Level
2+ years expOld Town Companies is dedicated to creating flourishing communities while maintaining timeless designs. They are seeking a Financial Analyst who will be responsible for developing proformas, debt packages, and financial forecasting, while collaborating with the leadership team to provide valuable insights and guidance.
CommercialProperty DevelopmentReal Estate InvestmentResidential
Responsibilities
Create, refresh and analyze project proformas
Generate collateral for lenders and investors
Responsible for Investment Committee Reporting
Engage with the leadership team to provide critical input, opportunities for improvement, risk areas, insight from experience, challenge of assumptions, and overall guidance from a financial and company operations perspective to help Old Town achieve their stated goals and objectives
Assist with financial and sensitivity analysis of complex real estate development projects
Assist in the preparation of real estate financial forecasting, budgeting and capital requests for the company
Create lender packages for RFP with potential lenders
Create investor packages for RFP with potential investors
Provide input on investor structures and returns
Assist in translating the initial proforma to budget creation for assets under construction
Ensure a seamless hand-off of budgets to Asset Management and the Director of Investor Relations once constructed
Support leadership team with assistance for ad-hoc reports or requests
Assist with financial reporting to lenders, investors and other third parties, including financial statements and investor reporting packages consisting of forecast-to budget variance analyses and cash forecasting
Lead the appropriate development team members in evaluating and understanding project proformas
Ensure that thorough proformas are published in preparation for the initial Investment Committee
Review the quarterly and annual development reports for variance analysis
Qualification
Required
BS in business finance, accounting or equivalent experience
Minimum of 2 years' experience in accounting and financial management practices
Proficiency with accounting software, word processing, and spreadsheets
Solid GAAP and financial reporting technical skills
Strong communication and interpersonal skills
Strong work ethic, team player
Company
Old Town Companies
Old Town Companies specializes in real estate development, focusing on community-enhancing residential and commercial projects.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Kyle May CPA
Chief Financial Officer
Company data provided by crunchbase