3 Financial Analyst Jobs in Monroe, NC
True Homes is Hiring a Financial Analyst Near Monroe, NC
Responsibilities
- Assist Finance Director with capital projections and facilitate capital calls for investments.
- Ensure all informational systems (Juniper Square, Trinity, etc.) are up to date.
- Support the Finance Director in the delivery of financial services by contributing to the development of finance policies, and ensuring compliance with current legislation, best practice and corporate standards.
- Prepare multiple complex and varied financial reports (including ad hoc reports) that require selection, preparation, and interpretation of data using complex data query tools.
- Support in-depth, rapidly moving underwriting analysis of active and proposed investments. Analysis and modeling includes, but is not limited to, rental rates, debt, taxes, insurance, cash flow, etc.
- Conduct analysis to support the due diligence process, including financial statements of private markets partnerships, reviewing partnership portfolio company valuations, assessing relative performance and strategizing on how to optimize performance.
- Participate in meetings with key stakeholders.
- Assist with special reporting, research, and due diligence projects on an ad hoc basis
- Perform other duties as needed or required
- Completes insurance duties as directed in the Insurance Checklist.
- Completes financial modeling duties, as directed.
- Completes valuation, reporting and quarterly portfolio review duties as directed.
- Completes new loan closing duties as directed in the Closing Checklist.
- Completes rental investment capitalization and sale of assets, as directed in the Closing Checklist.
- A bachelor’s degree in business, finance, economics, business economics, or related field with a record of high academic achievement
- Analytical experience in investment banking, consulting, audit, investment management, or other similar fields (including internships)
- A strong interest in real estate investments and capital markets
- Experience working in Microsoft Excel
- Demonstrated experience with quantitative analysis
- Excellent attention to detail
- Strong communication skills, written, and verbal skills
- Strong organizational skills
- Ability to work in a fast-paced environment
- Detail-oriented, proactive, and resourceful
- Self-motivated with the ability to focus on multiple tasks and deliverables
- Comply with all company policies and procedures
- Demonstrate the qualities and character traits as defined in The True Difference
- Must be able to remain in a stationary position 75% of the time
- Associate needs to occasionally move about the office to access file cabinets, office equipment, etc.
- Constantly operates a computer and other office equipment
Job Summary
Full Time
$116k-151k (estimate)
06/09/2024
12/04/2024
truehomesusa.com
Monroe, NC
200 - 500
Related Companies
The job skills required for Financial Analyst include Analysis, Financial Services, Economics, Financial Statements, Microsoft Excel, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Analyst positions, which can be used as a reference in future career path planning. As a Financial Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Analyst. You can explore the career advancement for a Financial Analyst below and select your interested title to get hiring information.
If you are interested in becoming a Financial Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Analyst for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Analyst job description and responsibilities
Broadly speaking, a financial analyst works with financial data to help organizations make business decisions.
02/23/2022: Mcallen, TX
Build financial models to perform financial forecasts, predict business scenarios, and provide other data analysis to help make business decisions.
02/10/2022: Newark, NJ
Every financial analyst’s job will hold different responsibilities depending on their specialty and where they work.
12/27/2021: Dallas, TX
They often develop and execute complex methodologies that enable them to generate useful pointers from the financial data and problem statements that their clients provide.
12/11/2021: Manchester, NH
Financial analysts who have little to no professional experience are responsible for gathering data, financial modeling and creating or maintaining spreadsheets.
01/12/2022: Laramie, WY
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Analyst jobs
To become a senior or junior level financial analyst, one may be required to earn a Master’s of Business Administration.
12/07/2021: Baltimore, MD
Obtaining a finance degree (bachelor’s or MBA) and working towards becoming a financial analyst requires the development of skills, expertise, and specific abilities.
03/03/2022: Omaha, NE
To be a financial analyst, one should be good with numbers, comfortable presenting research, analytical, and have great ability to research large amounts of data and pay attention to small details.
12/27/2021: Youngstown, OH
Earning a finance degree and taking the steps to become a financial analyst requires specific abilities and the development of specialized skills.
12/11/2021: Burlington, VT
With relevant work experience and appropriate training, finance students can become equipped to pursue the path of becoming a financial analyst.
03/06/2022: Burlington, VT
Step 3: View the best colleges and universities for Financial Analyst.
Similar Jobs
Popular Articles
