Financial Analyst

Zapolski Real Estate LLC
Napa, CA Part Time | Full Time
POSTED ON 11/30/2023 CLOSED ON 1/10/2024

What are the responsibilities and job description for the Financial Analyst position at Zapolski Real Estate LLC?

Title: Financial Analyst

Reports to: Chief Financial Officer

Purpose: The Finance Analyst will support the execution of the Company’s residential and commercial real estate platform (acquisitions, new construction, rehabilitation, etc.) by performing financial analyses of new opportunities, preparing appropriate documents to facilitate and to complete the underwriting and closing of real estate transactions, as well as tracking and reporting on the status of transactions within the pipeline.

Job Responsibilities:

  • This position requires a great deal of autonomy and accountability, along with strong experience in financial analysis, historical tax credits, critical thinking, problem‐solving and teamwork
  • This position works in close coordination with accounting, business development, construction, development, and executive teams located in our two offices and will report to the CFO
  • Provide initial screening and proforma modeling of development opportunities to determine financially feasibility
  • Perform simple economic research and prepare investment metrics such as internal rate of return, earnings multiple, working capital, investment/financial/expense performance.
  • Identify funding sources and utilize current financing strategies.
  • Underwrite finance opportunities utilizing appropriate Equity Stack
  • Develop analyses and presentation materials needed for senior team members and Investment Committee, as well as external meetings (clients, government agencies, lenders, investors, etc.)
  • Ensure departmental deadlines are met.
  • Assist in Due Diligence.

Preferred Requirements:

  • Bachelor’s degree in Business, Finance, Real Estate, or equivalent from an accredited university. Master’s degree preferred but not required.
  • 1 years experience in a research or analyst posi on, preferably in the residen al or commercial real estate industry.

Job Types: Full-time, Part-time

Pay: $45,000.00 - $75,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday

Supplemental pay types:

  • Bonus opportunities

Application Question(s):

  • Are you looking for full or part time?

Experience:

  • Finance: 1 year (Preferred)
  • Microsoft Excel: 1 year (Preferred)
  • real estate: 1 year (Preferred)

Work Location: In person

Salary : $45,000 - $75,000

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