Senior Financial Analyst - Development

Caldwell Companies is an established and growing development, investment and commercial brokerage firm based in Northwest Houston.  We are seeking an energetic, experienced person to join our team as a Financial Analyst.  We offer a great family oriented environment with the opportunity to report directly to senior management.  Caldwell Companies is a faith based firm that engages in large-scale commercial and residential development, real estate investments, commercial brokerage and asset management. Our company culture is a team/family-based environment where the individual is treated with respect. We foster an enjoyable work setting coupled with a fast-paced goal oriented environment. We provide competitive salaries, health insurance, 401k and other benefits.

Job Description

As the Senior Financial Analyst in the Real Estate Development group at Caldwell Companies, you will have a front row seat to the entire development process from planning and design to financial feasibility to marketing. As the Analyst, you will report directly to senior leadership including the leaders of commercial and residential development, the CFO and CEO giving you immediate responsibility and influence not typical so early in one’s career. In addition, expect constant interaction with project managers, engineers, designers, marketing professionals and sales teams. Truly a unique opportunity, you will have much responsibility with excellent growth potential. The Senior Financial Analyst has the responsibility of tying the creative with the functional and the ability to determine and recommend the financial feasibility of current projects, acquisition candidates as well as coordinating the disposition process at the end of an asset’s life cycle. You will get a glimpse into construction of vertical and horizontal developments, architecture, engineering, as well as all other due diligence items. At the heart of the role is financial modeling, with access to proprietary financial and development models, you will gain experience first hand with the opportunity to add value as you grow in the role and in the company.

Responsibilities

Monthly

  • Update development models for actual monthly activity and prepare variance analysis
  • Prepare reporting package for investor meetings
  • Provide reports to lenders to satisfy loan obligations 
  • Monitor loan balance projections & future equity requirements
  • Interface with project managers to ensure forecasts are adequate to cover project budgets

Quarterly

  • Review course of annual plan and forecasting assumptions and update models as needed
  • Prepare quarterly reporting package to provide updates to equity investors
  • Upload narrative updates and reporting packages to interactive investor portal

Annually

  • Prepare annual plan and variance analysis for management and investors for each development
  • Work with management to determine the best course of future development
  • Work with accounting to prepare any cross functional needs
  • Prepare summary schedule of estimated values for asset base

As Needed

  • Perform analysis in support of management decisions
    • Review and analyze impact to project performance and returns for different scenarios
    • Interface with the design review committee to present any financial implications for decision making
    • Interface with project managers and review/approve variance requests
    • Review marketing strategies and budgets with marketing team
    • Create new models to analyze potential acquisitions
    • Improve existing excel models and planning process to operate more smoothly

 

Additional Qualifications

  • 2+ years related real estate modeling experience including valuation, underwriting and/or investment analysis experience required
  • Graduate degree preferred i.e. MLERE, MRE, MBA or PPA Finance
  • Strong modeling skills are required; proficiency in MS Excel and Argus

 

Compensation & Benefits

  • Competitive salary plus bonus
  • Company benefits: Medical, Vision, Dental, 401(k)
  • ​Internal investment opportunities

 

Caldwell Companies is an Equal Opportunity Employer. To apply please forward your resume to:  resumes@caldwellcos.com