Macdonald & Company are proudly partnered with a rapidly growing real estate investor and developer based in the Monument/Colorado Springs area.
The firm acquire, develop, and operate a variety of real estate assets, inclusive of retail, office, mixed-use, self-storage, multifamily, and single-family properties. They boast a strong pipeline of active projects, and operate assets exceeding $190MM in value.
I have been retained to appoint a Financial Analyst to join a tight-knit and collaborative Finance & Accounting team, as their project portfolio continues to grow.
This is a fast-paced job that combines skills across forecasting, analysis, budgeting, and presentation within a supportive team-oriented environment.
Core Responsibilities
Forecasting and Analysis:
Develop financial models for potential projects, collaborating with the executive leadership team to establish key assumptions and variables.
Draft investment prospectuses for presenting new project opportunities to potential investors.
Deliver monthly forecast updates for ongoing projects, including comparative reports of current projections against original or previous versions.
Ensure the team is promptly notified of new project initiations or significant updates.
Maintain digital records of all assumptions and calculations used in financial models and scenarios.
Budgeting:
Organize and facilitate monthly project budget review meetings.
Implement budget modifications in the Yardi software system.
Liaise with the Accounting department regarding the setup of new project budgets and jobs in Yardi.
Ensure job costs in Yardi are reconciled with the general ledger.
Regularly update the team on the status of projects, comparing actual performance to budgeted figures.