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Financial Analyst

Investment ∙ Cypress, TX

Caldwell Companies is an established and growing development, investment and commercial brokerage firm based in Northwest Houston.  We are seeking an energetic and motivated person to join our team as a Financial Analyst.  We offer a great team 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 family environment where the individual is treated with respect. We foster an enjoyable work setting coupled with a fast-paced, exciting and goal-oriented environment. We provide competitive salaries, health insurance, 401k and other benefits.

Job Description

As the Financial Analyst in the Investment 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 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 opportunities as well as coordinating the disposition process at the end of an asset’s hold period. 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 firsthand training with the opportunity to add value as you grow in the role and in the company. 



  • Update development models for monthly activity and prepare variance analysis
  • Prepare financial materials for investor reporting
  • Provide monthly 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


  • 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


  • Prepare annual plan and variance analysis for management and investors for each development
  • Work with management to determine the best course of future development to include:
  • Project planning including: product mix, pricing, and absorption
  • Evaluate the efficiency of infrastructure and amenity improvement options
  • Annual budgets
  • Annual asset base valuation for all projects

As Needed

  • Perform financial analysis to support management decisions
  • Review and analyze impact to project performance and returns 
  • Interface with the design review committee to present any financial implications for decision making
  • Interface with project managers during the Capital Budget Request process, create comparisons of the budget request to the annual plan and the latest plan update
  • Review marketing strategies and budgets with marketing team
  • Creating new models to analyze potential acquisitions

Additional Qualifications

  • 0-3 years related experience, valuation and/or investment analysis experience preferred
  • Graduate degree preferred i.e. MLERE, MRE, MBA or PPA Finance 
  • Strong modeling skills are required; proficiency in MS Excel and Argus

Compensation & Benefits

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

Caldwell Companies is an Equal Opportunity Employer. 


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