Job Summary:

The Finance & Acquisition Analyst performs detailed analysis and forecasting for potential acquisitions and company assets. This position prepares and maintains complex financial models for presentation, helps create the annual business plan, and helps identify new prospective properties. The Analyst works with the Finance and Acquisitions departments with integrity, courtesy, and character.

Qualifications:

• Bachelor’s Degree in real estate, finance, economics, accounting, or a related field
• Minimum of 2 years of Analyst experience
• Minimum of 2 years of Real Estate experience
• Advanced knowledge of Office Suite (Word, Excel, PowerPoint, and Outlook)
• Strong understanding of the housing marketplace, market trends, and market analysis
• Strong researching skills and the ability to assemble, summarize, and present information on a timely basis and from a variety of sources
• Up to 100% remote, upon supervisor’s approval

Skills:

• Advanced knowledge of Excel
• Experience with CRM database preferred
• Advanced math skills
• Excellent communication, both verbal and written, in the English language
• Adapt in an ever-changing environment
• Prioritize tasks and maintain attention to detail while working independently

Responsibilities:

• Maintain and develop complex financial models using Microsoft Excel for potential and existing assets
• Assist in the creation of the annual business plan and simulations for each asset and Holt Homes
• Monitor and evaluate asset and company performance and perform variance analyses
• Prepare monthly, quarterly, and annual reports and presentations for the Executive Team, Asset Committee, and Board Members
• Identify new prospective properties and help determine future projects
• Find, gather, and help quantify comparable home and lot sale data in different market areas
• Build, research, prepare, and present market comparables to Executive Team
• Research supply and demand forces in the market, along with comparable sales in various submarkets
• Manage CRM database
• Create, organize, and manage multiple feasibility packets simultaneously
• Other duties as assigned

Work Environment:

• Regularly uses a computer with repeated movements to enter data, differentiate between colors, shades, and brightness, and read from a screen for extended periods of time
• Periodically will travel to potential and existing properties
• Regularly interacts with various company departments, the Asset Committee, and Board Members
• Up to 100% remote, upon manager’s approval

Medical Benefits:

• Employer paid health, dental, and vision insurance per full-time employee
• Employer paid Life Insurance, long term disability insurance, and Accidental Death and Dismemberment Insurance worth $25,000 per full-time employee
• Medical and Dependent Care Flexible Spending Accounts
• Employer contributes 4.5% into each employee’s 401(k), even if employee does not contribute
• Family Medical Leave
• Employee Assistance Program
• Spring Health Wellness Program
• Monthly Wellness Reimbursement
• 1 hour of paid sick leave per 40 hours worked
• Vacation is accrued per pay period based on years of service for full-time employees
• In your first year, you are frontloaded 40 hours. You then accrue 1.53 hours for the remainder of the year, which accumulates to a total of 10 days
• On your first year anniversary, you start accruing 3.07 hours, which accumulates to 10 days
• On your 3rd anniversary, you start accruing 4.61 hours, which accumulates to 15 days
• On your 10nth anniversary, you start accruing 6.15 hours, which accumulates to 20 days

Financial Benefits:

• Annual bonus of up to 15% of salary
• 13 paid holidays yearly (Company)
• Company laptop
• $70 monthly cell phone reimbursement
• Well-retire 401(k) Financial Advisor
• Reimbursements for parking and public transportation
• Mileage reimbursement of $0.585 cents per mile
• Education Assistance Program that includes reimbursement of up to $3,500 per year
• Home Purchase Program
• Employee Referral Program