Financial Analyst

Job SummaryFinancial Analyst - Transactions works directly with the Transactions team. This individual is responsible for due diligence support, income/expense underwriting, loan packaging, and researched sale and lease comparable support. This position will also build financial models, run various scenarios, create reports and present the material to the executive team. The position reports to the VP of Transactions and supports the acquisitions/dispositions team in our Dallas office. Key ResponsibilitiesCreate, manage and distribute weekly acquisition pipeline and report.Ensure completeness with representative/guidance pricing, returns based on broker cash flows and call for offer datesCreate initial property business plans for acquisition pursuits through financial underwriting processGenerate market rental rate assumption from internal resourcesGenerate tenant level leasing assumption from brokerage analyst conversations and input from internal resourcesGenerate expense assumptions based on Westwood management methods & external resources Generate debt cost assumptions based on input from internal resourcesDetermine if profile and returns are suitable for syndication and incorporate appropriate feesIncorporate and document all assumptions in 5 & 10 year cash flow projections with levered and unlevered investment returns analysisCreate internal investment and finance packages to be reviewed by the investment committee and board of directorsCreate internal presentation materials for quarterly board meetingsAnalyze financial and operational results versus proforma, identify & explain significant variancesAssist in securing financing for existing assets and permanent financing for acquisitionsContribute to the disposition process for assets intended for saleSupport team members on various projects through research, data compilation, financial analyses, report writing, and due diligenceCommunicate with real estate brokers, property managers, mortgage bankers, and third party vendorsQualifications (Knowledge/Skills/Abilities/Experience) Minimum 3 years relevant experience in commercial retail real estate industryBachelor’s degree in Business or FinanceHighly proficient in Microsoft Excel (must have advanced skills and be able to create and edit complex financial formulas), Microsoft Word, Microsoft PowerPoint, and Microsoft OutlookMust have strong analytical, quantitative, and market research skillsStrong cash flow modeling skillsAbility to read, abstract, and comprehend tenant leasesPrior work experience in ARGUS Enterprise for financial analysis capacity is requiredAbility to read, write, interpret, and analyze business documentsMust be a team player and be able to multi-taskExcellent communication skills (written and verbal)Must be proactive and have a strong personal initiative and desire to succeed in an entrepreneurial environmentMust have a solution-oriented approach to all work products and be able to manage multiple tasks and priorities simultaneouslyExcellent understanding of real estate budgets, acquisition processes, loan schedules, operating statements, rent rolls, and debt/equity Direct reportsVP, Transactions