Financial Analyst

Description

Job Summary:

MIMCO is seeking a highly analytical and detail-oriented Financial Analyst to support the company’s acquisition, disposition, and development activities through financial modeling, debt management, market analysis, and budgeting. This role will play a critical part in providing accurate financial projections, supporting commercial loan activities, and enhancing investment decision-making through research and data-driven analysis. This position exists in a temperature-controlled environment.

Requirements

Essential/Key Functions:

Producing Pro Formas:

• •Produce and maintain accurate & detailed acquisition, disposition, and development pro formas for MIMCO and affiliated entities.
• •Become an expert with MIMCO’s proprietary Comprehensive Model and utilize ai tools such as Claude Excel plug-in to enhance speediness and comprehensiveness of the pro formas.

Debt Management:

• •Assist in developing refinance strategies, including new lender identification and evaluation of existing lender pool (banks, credit unions, insurance companies, brokers).
• •Assist SVP of Finance with refinancing loans where the refinancing amount is $5 MM or less.
• •Complete quarterly loan portfolio report for SVP of Finance.
• •Assist accounting department with inputting debt-related information into Yardi’s debt menu

Market Analysis:

• •Conduct real estate market research, including comparable sales, rental analysis, and investment opportunity identification.
• •Become proficient with usage of CoStar.

Ad Hoc Analysis & Support:

• •Assist SVP of Finance and other management team members with special projects, financial analysis, and investor relations support as needed.
• •Provide support with Yardi Investment Manager (IM) to SVP of Finance and accounting department

Valuations (Seasonal – Oct ~ Dec)

Complete Valuations task for MIMCO-affiliated entities.

Reconciliations (Seasonal – Jan ~ March)

• •Assist VP of Acquisitions & Dispositions with annual tenant reconciliation process.
• •Perform in a manner that will prevent errors and omissions.
• •Comply with MIMCO policies and procedures.
• •Physical presence on the job is essential and necessary.
• •Other duties as assigned by management

Management Responsibilities: No direct reports

Minimum (Required) Qualifications:

Education

Bachelor’s degree in finance, Accounting, Real Estate, Economics, or a related field. min

Experience

· Minimum of 2 years of relevant work experience in real estate financial analysis, or a role that involves underwriting.

Knowledge, Skills and Abilities

· Strong proficiency in Microsoft Excel; advanced modeling skills required.

· Exposure or willingness to learn Claude Excel plug-in.

· Experience or familiarity with Yardi (Debt Menu and IM) preferred.

· Solid analytical, problem-solving, and communication skills.

· Ability to manage multiple priorities and deadlines with attention to detail.

Disclaimer:

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice

Physical, Mental and Environmental Requirements:

C =Constantly F =Frequently O =Occasionally R =Rarely

(5-8 hrs./shift) (2-5 hrs./shift) (Up to 2 hrs./shift) (Does not exist as regular part of job)

Physical Mental Environmental

On the job the employee must: On the job the employee must be able to: On the job the employee:

(O) Bend (F) Sit (F) Read/comprehend (R) Is exposed to excessive noise

(R) Squat (F) Stand (F) Write (R) Is around moving machinery

(N) Crawl (F) Walk (F) Perform calculations (R) Is exposed to marked changes in temperature and/or

humidity

(O) Climb (O) Push/Pull (F) Communicate orally (R) Is exposed to dust, fumes, and/or gases

(R) Kneel (F) Reason and analyze (R) Drives motorized equipment

(F) Handle objects (manual dexterity) (F) Vision (requires close focus,

distance focus, peripheral vision,

color vision, depth perception and

focus adjustment) (R) Works in confined quarters

(O) Reach above shoulder level (R) Is around moving overhead cranes

(F) Use fine finger movements

( ) Other _________________

Must carry/lift loads of:

(O) Light (up to 25lbs.)

(R) Moderate (25-50lbs.)

(R) Heavy (over 50lbs.)

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The ADA defines “reasonable accommodation” as a change or adjustment to a job or work environment that allows a qualified individual with a disability to satisfactorily perform the essential functions of a particular job and does not cause an undue hardship for the employer. Examples of reasonable accommodation may include:

• •Additional modifying equipment or devices.
• •Modified work schedules.
• •Providing an interpreter (sign language); or

Making the work environment readily accessible to individuals with disabilities.