Financial Analyst

Support underwriting and financing decisions for large-scale real estate development projects through advanced financial modeling and stakeholder reporting.

Responsibilities

• Build complex financial models and perform detailed data analysis using Microsoft Excel for vertically integrated, large-scale development opportunities across multiple asset classes
• Prepare periodic presentations and reports for project stakeholders including lenders, investors, and management
• Model fund waterfalls and evaluate transaction economics for real estate deals
• Develop and maintain business and financial models to synthesize insights for underwriting and development decisions
• Assist with underwriting of funds and equity partners
• Support ongoing acquisitions and strategic initiatives with continuous analysis and project management support
• Collect industry data and competitive intelligence from external sources and internal business units
• Contribute analysis related to public financing vehicles, including Opportunity Zones Funds, Management Districts, Municipal Utility Districts, TIRZ, and sales tax agreements
• Coordinate with professionals and information sources to consolidate inputs, develop conclusions, and communicate key analytics to team members
• Perform other related duties as assigned

Requirements

• Expert capability to create financial models using MACROS and other advanced Excel functions
• Strong financial and statistical foundation
• Strong understanding of return metrics
• Adept at quantitative reasoning
• Ability to establish positive working relationships with team members and consultants
• Ability to work under time constraints and deadlines while managing multiple projects
• Detail-oriented with strong administrative and analytical skills
• Personality and work style: self-starter, inquisitive and intellectually curious, capable of working with minimal supervision, detailed problem solver/critical thinker, proactive and resourceful, strong communication skills, organized, high energy
• Proficiency in Microsoft Office Suite or similar tools, especially Excel and PowerPoint
• Exposure to Argus software is a plus

Role Summary

• Report to a Manager and support efficient underwriting of new development and financing opportunities
• Collaborate across business segments and communicate directly with division leaders
• Analysis supports decisions on deployment of personnel and financial resources to acquire and develop large-scale vertical and horizontal projects

Experience, Education, Certifications & Licenses

• Bachelor’s Degree from an accredited institution with a focus in Finance, Accounting, or Economics
• 1+ years of experience in general financial accounting, reporting, or analysis, commercial real estate development experience, and/or development underwriting experience
• Background in real estate, private equity, or investment banking is preferred

Technologies

• Microsoft Excel
• MACROS
• Microsoft Office Suite
• PowerPoint
• Argus software

Location: The Woodlands, TX (onsite)