Financial Analyst
$80,000–$95,000 year
On-site · Upland, California, United States
Job Summary
Financial Analyst position in Upland, CA focused on evaluating Lewis Group of Companies' real estate portfolio performance, supporting loan operations through permanent and construction loan closings, and managing the existing loan portfolio. Responsibilities include preparing pro forma financial models for development projects, operating statement analysis of income-producing assets, analyzing financial performance using IRR, NPV, ROI, and other metrics in Excel, creating portfolio-level reports for the CEO and senior executives, assisting in loan originations and lender due diligence, managing lender property inspections, coordinating lender compliance responses, and reviewing loan documentation. Requires a Bachelor's degree and 3+ years of relevant experience with strong Excel modeling; preferred familiarity with OneSite, JD Edwards, Power BI, and TM1.
Required Qualifications
- Bachelor’s degree in finance, real estate, business, accounting, economics, or a related field
- 3+ years of relevant analytical experience, financial modeling real estate income properties or developments
- Strong financial modeling skills in Excel
- Familiarity with discounted cash flow (DCF), IRR, NPV, and ROI concepts
- Strong organizational skills and the ability to manage multiple ongoing projects
- Excellent written and verbal communication skills with the ability to present clear findings
- Strong interpersonal skills to build and maintain relationships internally and externally
- Demonstrated ability to work with urgency, accuracy, and attention to detail
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