Financial Analyst

Description<br /><br />Job Summary:<br />MIMCO is seeking a highly analytical and detail-oriented Financial Analyst to support the company’s acquisition, disposition, and development activities through financial modeling, debt management, market analysis, and budgeting. This role will play a critical part in providing accurate financial projections, supporting commercial loan activities, and enhancing investment decision-making through research and data-driven analysis. This position exists in a temperature-controlled environment.<br /><br />Requirements<br />Essential/Key Functions:<br /><br />Producing Pro Formas:<br /><br />Produce and maintain accurate &amp; detailed acquisition, disposition, and development pro formas for MIMCO and affiliated entities.<br /><br />Become an expert with MIMCO’s proprietary Comprehensive Model and utilize ai tools such as Claude Excel plug-in to enhance speediness and comprehensiveness of the pro formas.<br /><br />Debt Management:<br /><br />Assist in developing refinance strategies, including new lender identification and evaluation of existing lender pool (banks, credit unions, insurance companies, brokers).<br /><br />Assist SVP of Finance with refinancing loans where the refinancing amount is $5 MM or less.<br /><br />Complete quarterly loan portfolio report for SVP of Finance.<br /><br />Assist accounting department with inputting debt-related information into Yardi’s debt menu<br /><br />Market Analysis:<br /><br />Conduct real estate market research, including comparable sales, rental analysis, and investment opportunity identification.<br /><br />Become proficient with usage of CoStar.<br /><br />Ad Hoc Analysis &amp; Support:<br /><br />Assist SVP of Finance and other management team members with special projects, financial analysis, and investor relations support as needed.<br /><br />Provide support with Yardi Investment Manager (IM) to SVP of Finance and accounting department<br /><br />Valuations (Seasonal – Oct ~ Dec)<br /><br />Complete Valuations task for MIMCO-affiliated entities.<br /><br />Reconciliations (Seasonal – Jan ~ March)<br /><br />Assist VP of Acquisitions &amp; Dispositions with annual tenant reconciliation process.<br /><br />Perform in a manner that will prevent errors and omissions.<br /><br />Comply with MIMCO policies and procedures.<br /><br />Physical presence on the job is essential and necessary.<br /><br />Other duties as assigned by management<br /><br />Management Responsibilities:<br />No direct reports<br /><br />Minimum (Required) Qualifications:<br />Education<br />Bachelor’s degree in finance, Accounting, Real Estate, Economics, or a related field. min<br /><br />Experience<br />· Minimum of 2 years of relevant work experience in real estate financial analysis, or a role that involves underwriting.<br /><br />Knowledge, Skills and Abilities<br />· Strong proficiency in Microsoft Excel; advanced modeling skills required.<br /><br />· Exposure or willingness to learn Claude Excel plug-in.<br /><br />· Experience or familiarity with Yardi (Debt Menu and IM) preferred.<br /><br />· Solid analytical, problem-solving, and communication skills.<br /><br />· Ability to manage multiple priorities and deadlines with attention to detail.<br /><br />Disclaimer:<br />This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice<br /><br />Physical, Mental and Environmental Requirements:<br />C=Constantly F =Frequently O =Occasionally R =Rarely<br /><br />(5-8 hrs./shift) (2-5 hrs./shift) (Up to 2 hrs./shift) (Does not exist as regular part of job)<br /><br />Physical Mental Environmental<br />On the job the employee must: On the job the employee must be able to: On the job the employee:<br /><br />(O) Bend (F) Sit (F) Read/comprehend (R) Is exposed to excessive noise<br /><br />(R) Squat (F) Stand (F) Write (R) Is around moving machinery<br /><br />(N) Crawl (F) Walk (F) Perform calculations (R) Is exposed to marked changes in temperature and/or<br /><br />humidity<br /><br />(O) Climb (O) Push/Pull (F) Communicate orally (R) Is exposed to dust, fumes, and/or gases<br /><br />(R) Kneel (F) Reason and analyze (R) Drives motorized equipment<br /><br />(F) Handle objects (manual dexterity) (F) Vision (requires close focus,<br /><br />distance focus, peripheral vision,<br /><br />color vision, depth perception and<br /><br />focus adjustment) (R) Works in confined quarters<br /><br />(O) Reach above shoulder level (R) Is around moving overhead cranes<br /><br />(F) Use fine finger movements<br /><br />( ) Other _________________<br /><br />Must carry/lift loads of:<br /><br />(O) Light (up to 25lbs.)<br /><br />(R) Moderate (25-50lbs.)<br /><br />(R) Heavy (over 50lbs.)<br /><br />Reasonable accommodation may be made to enable individuals with disabilities to satisfactorily perform the essential functions of a particular job and does not cause an undue hardship for the employer. Examples of reasonable accommodation may include:<br /><br />Additional modifying equipment or devices.<br /><br />Modified work schedules.<br /><br />Providing an interpreter (sign language); or<br /><br />Making the work environment readily accessible to individuals with disabilities.<br /><br />#J-18808-Ljbffr