What are the responsibilities and job description for the Financial Analyst position at The Plasencia Group?
Financial Analyst Opportunity
Hospitality Investments & Asset Management
Tampa, Florida
Company Description:
Founded in 1993, The Plasencia Group provides a full range of investment sales, capital markets, advisory, and asset-management services to owners of hotels and resorts across the U.S.
Desired Qualifications and Experience:
- One to three years of prior work experience in real estate and/or hotel financial analysis, consulting, valuation, or property development or a degree in real estate, finance, or hospitality is required.
- Comparable work or internship experience in hospitality investment analysis, consulting, feasibility, valuation, property development, asset management, or similar function is preferred.
- Expert proficiency in Microsoft-based computer skills with Excel, Word, PowerPoint, and Outlook.
- Knowledge of property-level financial statements and the ability to understand complex investment and development pro forma models.
- Excellent written and verbal communication skills. Experience researching, outlining, and constructing comprehensive written arguments.
- Strong analytical skills with the ability to review, scrutinize, report, and make recommendations on varied quantitative and qualitative hotel metrics.
- Familiarity with standard capital expenditures and improvements for various hotel property types.
- Ability to excel in a fast-paced, team-centered, and results-driven environment.
- Self-motivated, detail-oriented, well-organized, and results-driven professional.
- Keen interest in commercial real estate, especially in the hospitality sector.
Essential Duties and Responsibilities:
- Provide financial modeling in firm’s proprietary Excel model in connection with hotel dispositions, acquisitions, financings, developments, and other advisory engagements.
- Prepare pitch presentation materials and offering memoranda for property dispositions and acquisitions, and equity and debt financing engagements.
- Function as a liaison with internal and external clients to efficiently collect, organize, and disseminate relevant information during the transaction processes.
- Produce market research analyses via primary research, third-party data, and market visitations.
- Identify and articulate areas of upside potential and financial improvement through financial models for hotels and resorts.
- Organize virtual data room due diligence information supporting the firm’s engagements and other initiatives.
- Take responsibility for maintaining the firm’s client relationship database.
- Analyze and communicate property financial results and sensitivity analyses to management, associates, and investment partners.
- Analyze market data, benchmark property performance, and assist in primary market research including comprehensive written market overview studies.
- Report to and consult daily with the firm’s senior leadership.
Compensation:
This position provides an opportunity for a qualified and motivated individual to actively participate in the growth of the company and to benefit from personal, innovative contributions to its profitability. The position offers an appealing compensation structure featuring a comprehensive benefits package, a competitive base salary, and a bonus. The position is based in-office in Tampa, Florida, which offers beautiful weather year-round, appealing cost-of-living dynamics, the opportunity for an active lifestyle, and no personal income taxes.