Finance Analyst, Shared Services Division

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Position Summary:

The Finance Analyst will work with the CFO, Finance Team, and other members of the Company to provide assistance with project financing, asset management, and the evaluation of investment opportunities.

Position Responsibilities:

Internal Data and Platform Development

• Collaborate with internal teams to identify existing manual processes, data silos, and analytical bottlenecks that can be improved or automated.
• Analyze current data collection, storage, and reporting methodologies to pinpoint inefficiencies and opportunities for leveraging internal and external data sources more effectively.
• Research and evaluate emerging technologies, including automation tools, AI applications, and advanced data visualization techniques relevant to commercial real estate.
• Design and develop initial, simplified prototypes or proof-of-concept solutions using readily available or open-source tools to demonstrate the potential of identified process improvements and novel data applications.
• Develop and maintain improved data models and analytical frameworks that incorporate automation and potentially AI-driven insights to enhance accuracy, efficiency, and predictive capabilities.
• Create clear and concise documentation for developed and proposed solutions, facilitating the handoff of successful prototypes and concepts to third-party developers for formal integration into the company's platform.

Development

• Work with and assist the Finance Team, and various members of the JDA team, on all finance matters associated with new developments generated by Company divisions.
• Assess financial viability of new projects and acquisition opportunities.
• Assess and make recommendations on additional financial analysis tools that would better support development activities (changes to existing proformas, developing new proformas, and/or using third party financial analysis software).
• Assist in market research for new development opportunities and manage third parties who provide market research.
• Develop bank pitch books for the financing of new and existing projects (development financing and permanent financing).
• Work with the CFO/Finance Manager to foster current banking relationships and develop new banking relationships.
• Manage third party mortgage brokers on permanent financings.
• Communicate and prepare information for Johnson Management, LLC regarding partner capital requirements, timing of capital contributions, and monthly operating reports.
• Assist in the procurement of development bonding (through surety bonds or letters of credit) as required.

Portfolio Management:

• Work with and assist the Finance Team and various members of the JDA team, on all finance matters associated with the management and on-going operations of JDA portfolio of assets, including:
  • Annual budgeting process
  • Monthly and annual reporting on new business and the existing portfolio
  • Financial analysis of hold vs. sell scenarios
  • Work with internal Asset Management team members and third-party asset managers to effectively operate properties and help provide financial analysis and feedback
• Manage existing debt portfolio and maturing debt.
• Generate compliance certificates and other information required by lenders.
• Communicate with third-party tax consultants and manage tax information pertaining to existing assets.
• Manage insurance solutions for properties across all asset types.

Required Education and Experience:

Internal Data and Platform Development

• Collaborate with internal teams to identify existing manual processes, data silos, and analytical bottlenecks that can be improved or automated.
• Analyze current data collection, storage, and reporting methodologies to pinpoint inefficiencies and opportunities for leveraging internal and external data sources more effectively.
• Research and evaluate emerging technologies, including automation tools, AI applications, and advanced data visualization techniques relevant to commercial real estate.
• Design and develop initial, simplified prototypes or proof-of-concept solutions using readily available or open-source tools to demonstrate the potential of identified process improvements and novel data applications.
• Develop and maintain improved data models and analytical frameworks that incorporate automation and potentially AI-driven insights to enhance accuracy, efficiency, and predictive capabilities.
• Create clear and concise documentation for developed and proposed solutions, facilitating the handoff of successful prototypes and concepts to third-party developers for formal integration into the company's platform.

Development

• Work with and assist the Finance Team, and various members of the JDA team, on all finance matters associated with new developments generated by Company divisions.
• Assess financial viability of new projects and acquisition opportunities.
• Assess and make recommendations on additional financial analysis tools that would better support development activities (changes to existing proformas, developing new proformas, and/or using third party financial analysis software).
• Assist in market research for new development opportunities and manage third parties who provide market research.
• Develop bank pitch books for the financing of new and existing projects (development financing and permanent financing).
• Work with the CFO/Finance Manager to foster current banking relationships and develop new banking relationships.
• Manage third party mortgage brokers on permanent financings.
• Communicate and prepare information for Johnson Management, LLC regarding partner capital requirements, timing of capital contributions, and monthly operating reports.
• Assist in the procurement of development bonding (through surety bonds or letters of credit) as required.

Portfolio Management 

• Work with and assist the Finance Team and various members of the JDA team, on all finance matters associated with the management and on-going operations of JDA portfolio of assets, including:
  • Annual budgeting process
  • Monthly and annual reporting on new business and the existing portfolio
  • Financial analysis of hold vs. sell scenarios
  • Work with internal Asset Management team members and third-party asset managers to effectively operate properties and help provide financial analysis and feedback
• Manage existing debt portfolio and maturing debt.
• Generate compliance certificates and other information required by lenders.
• Communicate with third-party tax consultants and manage tax information pertaining to existing assets.
• Manage insurance solutions for properties across all asset types.

Required Education and Experience:

Education

• Bachelor's Degree in a relevant major including: Business Administration, Accounting, Finance, or Economics.
• Relevant coursework in Computer Science or Data Science.

Technical Skills Preferred

• High degree of proficiency in MS Office Suite (Word, PowerPoint, Excel).
• Experience with data manipulation and analysis tools (e.g., SQL, Python, R).
• Familiarity with business intelligence platforms (e.g., Tableau, Power BI) for creating dashboards and reports.
• Experience with automation tools, scripting languages, and basic, functional UI and UX design and implementation.

General

• Up to 2 years of experience in finance, real estate acquisitions, asset management or operations.
• Ability to understand, interpret, and analyze financial data, with proficiency in financial underwriting.
• Understanding of the commercial real estate lifecycle, including development, acquisitions, ownership, and operations, is a significant advantage.
• Strong analytical and problem-solving skills with the ability to develop creative and effective solutions to complex data and process challenges.
• Excellent written and verbal communication skills to effectively collaborate with technical and non-technical teams, present findings, and explain complex concepts clearly.
• Self-motivated and adaptable, with proven ability to thrive in fast-paced environments, and solve problems independently.
• Represent Johnson Development Associates, Inc. in a positive and professional manner.
• Maintain a high regard of confidentiality for company information.

Equal Opportunity Employer:

The Company is committed to diversity and equal opportunity employment. The Company does not discriminate on the basis of race, creed, color, ethnicity, national origin, religion, sex, pregnancy (including medical needs due to pregnancy, child birth or related medical conditions), sexual orientation, gender identity and expression, age, disability, genetic information, veteran status, military obligations, citizenship status (except as otherwise provided for by applicable law) or marital status and any other category protected by applicable law. This policy applies to all areas of employment, including employment status and opportunities such as hiring, internal promotions, training, opportunities for advancement, and termination and applies to all Company employees and applicants. If you are an individual with a disability and you need an accommodation or other assistance during the application process, please call our Human Resources department at 864.594.5862.

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