The Financial Analyst will be a key member of the Strategic Planning & Analysis team and will be responsible for many essential aspects of commercial real estate corporate finance, including budgeting, forecasting, and creating actionable analytics. The SP&A team acts as a trusted partner in providing analytical advisory to all departments of Westwood Financial, driving strategic decision making and ensuring continued growth

Key Responsibilities

• Produce annual budgets and quarterly forecasts through Argus Enterprise – interact with Leasing, Property Management, Capital Markets, and Accounting
• Create and collaborate on long term predictive financial models to guide strategic decision-making
• Produce actionable analytics ranging from leasing statistics to property management/operational analysis; Assist in the production of quarterly results and materials for strategic asset reviews
• Research and apply critical thinking to industry trends, competitors and current events to provide relevant business insights
• Work closely with systems and accounting to produce new reporting through MRI
• Assist in the implementation of Argus Enterprise updates on all Fund properties
• Produce ad hoc property level financial analysis as requested by CEO and the Executive Team
• Display a high level of problem solving in bringing successful resolution to high-impact, complex, and/or cross-functional challenges

Qualifications (Knowledge / Skills / Abilities / Experience)

• Bachelor’s Degree; (0-2 years of experience)
• Prior experience in working with Real Estate Accounting, Finance and/or Budgeting preferred
• Ambitious, hard-working, collaborative, and strong attention to detail
• Strong project management skills and the ability to multi-task
• Energetic, proactive approach to work and the ability to self-motivate
• Professional attitude and an internal customer-service orientation
• Proven track record of working closely with senior level managers
• Must be proficient in Microsoft and Office suite of services; strong with Excel