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Finance Consultant (Real Estate)

Zimmerman Group, Inc.
Laguna Niguel, CA Full Time
POSTED ON 3/23/2025
AVAILABLE BEFORE 5/22/2025
Job Description

Seeking a Real Estate Finance Consultant! Responsibilities include reviewing and critiquing financial models, analyzing land development budgets, and preparing and reviewing documents related to land secured financing.

Responsibilities:

  • Prepare financial models resulting in revenue streams used to finance large-scale public improvements (e.g., Streets, Storm Drain, Water/Sewer, Park, Schools, and facilities) through the issuance of municipal bonds.
  • Review property tax levy reports and tax formulas to confirm accuracy of property taxes and assessments.
  • Review development agreements, fee credit and reimbursement agreements, school mitigation agreement to ensure negotiated benefits.
  • Review and prepare detailed budgets and cash flows for real estate development projects;
  • Analyze and identify opportunities to increase project financial benefits on behalf of land developer and home builder clients.
  • Identify and evaluate property taxes used to finance public improvements and public services.
  • Assist in the preparation of Fiscal Impact Reports, Tax Reports, Development Impact Mitigation Agreements, and other public agency documents.
  • Communicate with public agency staff and financial consultants regarding new development financing.

Qualifications:

  • Undergraduate degree required, emphasis in Finance, Accounting, Civil Engineering, Mathematics or similar degree.
  • Experience with real estate entitlement and development and/or municipal finance extremely helpful.
  • Ability to review real estate agreements, finance documents, and other legal documents.
  • Detailed oriented with ability to multi-task and maintain focus for sustained periods of time.
  • Working knowledge of Microsoft Excel and Microsoft Word, preparation of cash flows, and financial modeling.
  • Good personal skills and desire to communicate with others.
  • IMPORTANT: Self-motivated with strong organization skills.

Company Description

Zimmerman Group is a real estate development consulting firm that provides a variety of services to private sector clients, including the nations largest pubic homebuilders and real estate developers. We provide services that assist clients in the financing of development costs through municipal bonds, mitigating impacts on public services and facilities, obtaining project approvals, reducing development costs and accelerating project revenues. The company has experienced consistent growth since it was established in 2006.

Zimmerman Group is a real estate development consulting firm that provides a variety of services to private sector clients, including the nations largest pubic homebuilders and real estate developers. We provide services that assist clients in the financing of development costs through municipal bonds, mitigating impacts on public services and facilities, obtaining project approvals, reducing development costs and accelerating project revenues. The company has experienced consistent growth since it was established in 2006.

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