Financial Analyst

Job Responsibilities

• Analyze financial data, trends, and performance metrics specific to the self-storage industry to provide insights and recommendations.
• Assist in budgeting, forecasting, and financial planning processes, including revenue optimization for storage unit occupancy.
• Develop financial models to support business decisions related to pricing strategies, expansion, and operational efficiencies.
• Prepare reports, dashboards, and presentations for senior management with a focus on self-storage market trends.
• Conduct variance analysis to identify trends, financial risks, and opportunities within the self-storage sector.
• Collaborate with cross-functional teams to optimize financial performance and drive growth in storage unit occupancy and revenue.
• Ensure compliance with financial regulations and company policies.
• Underwrite self-storage assets using Excel
• Analyze, review, and interpret real estate source documents, including operating statements, rent rolls, budgets, loan documents, operating statements, leases, and other due diligence material
• Research market conditions in support of financial underwriting assumptions
• Ability to play a role in presenting with lead broker in a formal client setting to audiences with a wide range of financial acumen
• Compile and present the results of analyses and effectively address questions
• Communicate directly with capital markets professionals, asset managers, leasing brokers, property managers and clients
• Research and comprehend rent and sales comparables using Co-Star as part of the valuation process with an ability to make cold calls to gather necessary information

Qualifications & Skills

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 2+ years of experience in financial analysis or a related role, preferably in real estate
• Strong analytical and problem-solving skills
• High level of proficiency in Microsoft Excel is a must
• Ability to work independently and in a team environment
• Proven experience in the valuation of income-producing properties
• Intellectual curiosity with a demonstrated enthusiasm for the commercial real estate industry
• Strong interpersonal and organizational skills with ability to manage multiple projects simultaneously
• Decision-making capability with thorough understanding of procedures, company policies, and business practices to achieve general results and client-drive expectations and deadlines
• Excellent written and verbal communication skills with strong attention to detail
• Process oriented and organized self-starter with sharp focus on details with an awareness of the bigger picture
• Must have creative problem-solving abilities and a sense of personal accountability and urgency for achieving results in a challenging, fast-paced, environment