Financial Analyst

About the job

Kidder Mathews has been a leader in the commercial real estate industry for over 56 years, fostering an innovative and dynamic work culture with more than 100 "best workplace" awards. Now the largest fully independent commercial real estate firm in the Western U.S., Kidder Mathews has over 900 professionals across 19 offices in Washington, Oregon, California, Idaho, Nevada, and Arizona. We offer a complete range of brokerage, appraisal, asset services, consulting, and debt & equity finance services for all property types. The firm averages $9 billion in transaction volume, manages more than 58 million square feet of space, and conducts 2,400 appraisal, consulting, and cost segregation assignments annually. Join us and find out what makes Kidder Mathews one of the best places to work.

Job Summary: (Overall purpose and objective of the job) The Financial Analyst will work to meet the financial and reporting demands as required of the Group to assure a high level of accuracy and professionalism regarding individual property and portfolio sales, capital sourcing, debt placement, acquisition underwriting and consulting.

Essential Functions: (The reason this job exists is to perform these functions. These functions are performed regularly, seriously impacts other jobs, and there are a limited number of employees to whom performance of the function can be distributed).

• Manage cold-calling, solicitation, and new business development
• Create and maintain financial models to project income, expenses, and cash flow for properties and investment opportunities
• Analyze market data, including rent rates, vacancy rates, and comparable property performance, to assess the viability of potential investments and inform decision-making
• Manage and update and maintain team database
• Manage broker research requests through CoStar, LoopNet, LandVision as well as other online resources, including federal programs and state opportunity zones
• Create, edit, and maintain brokers Excel spreadsheets, Word documents, mailings, and other administrative assignments
• Create timely and accurate preparation of financial reports as requested
• Create and run financial models using Excel for the analysis of investment properties, including portfolios
• Manage and maintain the integrity of relevant data in KM Connect
• Lead coordination for the preparation of financial portion of Investment Sales and Structured Finance offering memorandums and proposals
• Research and analyze market drivers, occupancy, and other demographic conditions from a local, regional, and national perspective
• Manage format various financial documents
• Manage prospect, investor, and property databases
• Provide analytical support to team members
• Lead coordination for non-financial content relating marketing packages and new business presentations

Other Functions: (Incidental to the purpose or the job. These functions are performed infrequently and have little consequences to other jobs if not performed).

Perform other duties or projects as requested.

Essential Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the competencies (minimum knowledge, skill, and ability) required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions)

Skills And Ability

• Strong computer skills (MS Excel, Word, PowerPoint, Outlook, Google Suite, CoStar, Google Maps, LandVision)
• Strong CRM or contact database skills
• Ability to prioritize, multi-task and utilize resources to execute tasks within a deadline-oriented environment
• Ability to speak, write and understand English
• Excellent communication and organizational skills
• Exceptional attention to detail
• Ability to learn internal computer software systems and process with limited oversight
• Highly motivated and high level of initiative; inspires confidence to work independently and in support of department goals and business objectives
• Demonstrated initiative and trouble shooting skills
• Professional, clean, and neat appearance

Education/Education: BA/BS in Accounting, Finance, Business or Economics or equivalent required; or a combination of education and experience

Required Knowledge

• 5-10 years relevant experience
• 5+ years of commercial real estate experience

Work Environment: (The work environment described here are representative of those that the employee must be in in order to successfully perform the essential functions of this job.)

This is a standard office environment with standard office noise like talking, office equipment, etc.

Physical Demands: (The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.)

While performing the duties of this job, the employee is regularly required to talk and hear. This position is rarely active but may require standing, walking, bending, kneeling, stooping and crouching. The employee must frequently sit and use a computer for long periods of time. Specific vision abilities are required to do this job including close vision. The employee must sometimes lift and/or move items up to 10 pounds.

Supervisory Responsibilities: (scope of the person’s authority, including a list of jobs that report to this job).

There are no direct supervisory responsibilities

Kidder Mathews is an equal opportunity employer does not discriminate based on race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other status protected by law. Kidder Mathews will accommodate candidates with disabilities to complete this application. Please contact recruiting@kiddermathews.com if you need an accommodation. AZ, NV, OR & WA residents: We Participate in E-Verify.CA residents: We collect various personal data from employees and applicants for purposes related to employment. Please review the Notice of Data Privacy for Employees and Applicants for detailed information concerning what information we collect, the purposes for which information is collected and with whom such information may be shared. You can find this notice on our careers page at https://kidder.com/careers/. Qualified individuals with arrest or conviction records will be considered for employment in accordance with the Los Angeles and San Diego County Fair Chance Ordinance for Employers and the California Fair Chance Act.