Description
Financial Analyst - ONSITE / This role is located in Upland, CA
Your Role:
As our new Financial Analyst, you will play a key role in evaluating the performance of Lewis's portfolio of real estate developments and operating centers. You will also support Loan Operations by assisting in the closing of permanent and construction loans while helping manage the company's existing loan portfolio.
Note: This position is based in our Upland Corporate Office and requires in-office work five days per week, Monday to Friday.
What You'll Do
• Prepare pro forma financial models of development projects at various stages
• Perform operating statement analysis of income-producing assets
• Analyze financial performance using IRR, NPV, ROI, and other metrics in Excel
• Create portfolio-level reports for the CEO and senior executives
• Assist in loan originations, lender due diligence, and loan closing
• Manage and attend lender property inspections
• Coordinate internally to respond to ongoing lender compliance requests
• Investigate and respond to lender inquiries by reviewing loan documentation
Minimum Requirements
• 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
Preferred Qualifications
• Familiarity with OneSite, JD Edwards, Power BI, and/or TM1
• Experience working for a real estate owner-operator, manager, homebuilder, bank or investment manager
Compensation Range & Perks
• The Lewis Group of Companies reasonably expects to pay $80,000-$95,000 per year for this role, with actual compensation based on skills, experience, and business needs.
• Performance Incentives: Annual merit increases and discretionary bonus opportunities
• Cell Phone Allowance: $60/month
• Medical/Dental/Vision Insurance (variety of plans to choose from)
• 401(k) Plan with Company Match
• Apartment Rental Discounts
• Paid Time Off, Holidays, and Vacation Time
• Continued training and advancement potential
Please note: This posting is a summary of the role's primary duties. For a comprehensive list of essential functions, physical demands, and formal requirements, please request the full internal job description.
