Financial analysis, budgeting, forecasting, and reporting for a real‑estate portfolio.
8 days ago ago
Junior (1-3 years)
Full Time
Dallas, TX
Office Full-Time
Company Size
300 Employees
Service Specialisms
Property Management
Real Estate Investment
Sector Specialisms
Commercial
Residential
Role
Description
financial analysis
budget preparation
reporting packages
lease evaluation
kpi modeling
ad-hoc deliverables
While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; talk and hear. The employee is regularly required to sit. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl and taste or smell.
Coordinate with various levels of management and departments to gather, analyze, summarize, and prepare recommendations, reports, and analysis for monthly reporting packages, business planning, etc.
Evaluate and read lease language and understanding of impacts to value of real estate assets
Conduct property level analyses assessing the financial impact of developments, expansions and significant leasing activities on investor returns as needed
Fulfill ad-hoc internal requests from various departments (Asset Management, Investment/Acquisitions, Development, Leasing, etc.) and deliverables to 3rd party owners and to partners/investors as needed
Provide analytical summaries for various company KPI’s, including but not limited to, sales data, revenue analysis, variance analysis from budget and forecasts, and maintaining various excel models
Prepare and document annual budgets and periodic reforecasts, including all supporting documentation such as leasing templates, tenant analysis, property and portfolio analysis, and other various financial/performance metrics. Work alongside leasing, asset management, property General Managers, marketing, etc. to coordinate the final product.
Requirements
2-5 years
bachelor's
real estate
yardi
argus
excel
2-5 years’ experience, preferable at a commercial real estate company
Manage time effectively in order to accomplish goals
Ability to effectively handle multiple tasks simultaneously
Excellent written and oral communication skills
The employee must occasionally lift and /or move up to 30 pounds.
Strong service orientation – ability to interface with all business groups
Systems-oriented, tech-savvy; ability to work with financial systems (Yardi Voyager, Yardi Elevate Advanced Budgeting & Forecasting (ABF) a plus)
Detail oriented with strong organizational skills
Creative and innovative approach to solving problems and resolving issues
Proficient in Microsoft Word, Excel and Outlook
Bachelor’s degree in Real Estate, Business, Economics, Accounting or Finance and/or equivalent experience
The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal and expansive reading.
Real estate background and experience with Argus strongly preferred
Benefits
Information not given or found
Training + Development
Information not given or found
Interview process
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Visa Sponsorship
Information not given or found
Security clearance
all job offers are contingent on completion of a background check and proof of eligibility to work in the united states.
Company
Overview
Founded 1997
Year Established
The company was founded with a vision to redefine retail real estate into vibrant mixed-use destinations.
23M sq ft
Real Estate Portfolio
Through strategic acquisitions, the portfolio expanded to 23 million square feet across 18 states.
2024 Investment
Strategic Backing
Backed by a significant strategic investment in 2024, driving accelerated expansion and growth.
Grew through acquisitions, expanding across 18 states.
Vertically integrated operations ensure seamless execution from asset selection to accounting.
Typical projects include open-air and enclosed shopping centers such as Bella Terra, Mission Valley, Arden Fair, and MarketFair.
Blends strategic merchandising and experiential marketing to create dynamic community hubs.
A national firm with regional offices coast-to-coast, offering local agility backed by national reach.
Culture + Values
We are committed to maintaining the highest standards of integrity and accountability.
We promote a culture of collaboration and teamwork, empowering employees to achieve their best.
We prioritize innovation, creativity, and growth in all aspects of our business.
We value and respect the contributions of every individual and seek to foster a positive work environment.
We are passionate about providing exceptional service to our clients, tenants, and partners.
Environment + Sustainability
2050
Net-Zero Emissions Target
Aiming to achieve net-zero emissions by 2050 through strategic initiatives and sustainable practices.
Committed to environmental sustainability through energy-efficient operations and reducing carbon footprints.
Focus on sustainable building practices and reducing waste through recycling and other initiatives.
Properties undergo continuous monitoring and upgrades to improve energy performance and efficiency.
Implement green building certifications and energy-saving technologies in developments.
Inclusion & Diversity
Dedicated to fostering an inclusive and diverse workplace where all employees feel valued.
A diversity strategy with measurable goals for representation and fostering an environment of respect and opportunity for all individuals.
Actively works to ensure equitable access to career advancement opportunities for employees of all backgrounds.
Efforts are made to ensure gender balance and equal opportunities, though specific gender-related statistics are not explicitly available.