Demo

Financial Analyst

Ledgent
El Cajon, CA Full Time
POSTED ON 1/22/2025
AVAILABLE BEFORE 2/20/2025

Financial Analyst

Hamann Companies is looking for an Financial Analyst / Asset Management Associate to join our team and play a key role in overseeing and optimizing our diverse portfolio of assets. This role works alongside two team members and offers a dynamic mix of financial analysis, real estate transactions, legal entity management, and collaboration with nonprofit organizations. If you thrive in a detail-oriented, numbers-driven environment and enjoy tackling a variety of tasks, this position could be a great fit for you!

Key Responsibilities

Financial Analysis & Asset Evaluation:

  • Assess the value and profitability of investments - NPV Calculations
  • Estimate partnership valuations
  • Review property tax assessments for potential appeals and allocations
  • Conduct financial due diligence for potential acquisitions
  • Monitor solar panel system productivity
  • Analyze financial impacts of new lease agreements
  • Track spending on development projects and compare loan options
  • Perform reserve analysis for property maintenance planning

Real Estate Transactions, Non Profit, Legal Entity Management:

  • Assist with commercial and residential real estate transactions
  • Prepare and organize documentation, ensuring accuracy and completeness
  • Coordinate with escrow, title companies, and key stakeholders
  • Establish and maintain legal entities, ensuring compliance with regulations

  • Review and resolve title report issues
  • Maintain accurate real estate records and databases
  • Work with nonprofit organizations to maximize financial efficiency of managed assets
  • Provide ongoing support to the Asset Management team
  • Take on a variety of tasks and projects as needed to support company owners and operations

What We're Looking For

  • Strong character and professional references
  • Proficiency in Excel and working with numbers
  • Ability to complete NPV calculations on investments
  • Detail-oriented and highly organized
  • Ability to develop systems and processes
  • A team player with a positive attitude and strong work ethic
  • Strong written communication skills
  • Quick learner with solid computer/software skills
  • Must be able to work in-office (no remote work available)



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All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Salary : $60,000 - $85,000

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