Portfolio Financial Analyst Job at The Abbey Company, Garden Grove, CA

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  • The Abbey Company
  • Garden Grove, CA

Job Description

The Abbey Company is an owner/operator of commercial real estate throughout Southern and Central California. The company is seeking a Portfolio Financial Analyst to join the Finance department. This position will have a hand in all facets of the business including asset management, financial/debt analysis, leasing operations, property management, construction management, and accounting. The analyst will conduct detailed financial analysis and due diligence on potential investments including modeling, sourcing and underwriting acquisitions, market and partner analysis, lease oversight, and support the creation of investment memoranda. The analyst will provide monthly and ad hoc reporting and will manage current financial models and software, specifically ARGUS Enterprise. The ideal candidate will have strong financial and analytical skills, preferably with prior analyst, broker, or investment experience, and a solid understanding of commercial real estate operations.

This is a 5-day, in-office role based in Garden Grove, CA. Remote or hybrid arrangements are not available.

Hiring Range: $65,000 to $70,000 dependent on applicant’s qualifications and experience.

Responsibilities

• Review monthly reports including rent rolls, operating statements, and capital expenditures.

• Support the team with existing reporting, while creating new reporting infrastructure to prepare for additional future volume.

• Conduct research and underwrite potential acquisitions in target markets to assist management in decision making.

• Provide support through financial modeling and analysis in Excel and ARGUS Enterprise.

• Extract and consolidate pertinent data points from monthly contracts for tracking as well as maintain an ongoing database and update the relevant sheets to calculate future obligations.

• Create and maintain an average cost per square foot for monthly contracted operating expenses across the portfolio. Create a semiannual analysis of vendors and performances on a line-item basis for each monthly contracted trade within the portfolio.

• Monitor, maintain, and meet internal quarterly reporting requirements under Loan Obligations and within the Finance Department.

• Review and analyze financials of related entities and recommend improvements to the overall business model.

• Directly support management with ad-hoc reports and assist with special assignments as needed.

Qualifications

- Commercial Real Estate experience (Office, Industrial and/or Retail).

- Minimum 2 years’ work experience or equivalent educational experience in Real Estate, Finance, or Economics

- Significant expertise with Microsoft Office specifically in Excel/financial modeling

- Knowledge in the use of ARGUS Enterprise preferred

- Knowledge in MRI accounting system a plus

- Strong attention to detail and highly analytical

- Good verbal and written communication skills

- Good organizational skills with the ability to prioritize and multi-task

- Ability to work independently and as a team member

Benefits

- 401(k)

- Dental insurance

- Health insurance

- Health savings account

- Life insurance

- Paid time off

- Vision insurance

Schedule:

- 8-hour shift

Ability to Relocate:

- Garden Grove, CA 92840: Relocate before starting work (Required)

Work Location: In person

Job Tags

Work experience placement, Work at office, Remote work, Relocation, Shift work,

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