Caldwell Companies is a established and growing development, investment and commercial brokerage firm.  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.  We provide competitive salaries, health insurance, 401k and other benefits.

FINANCIAL ANALYST JOB DESCRIPTION

 Monthly

• Prepare variance analysis & update model for monthly investor meetings            
• Update all development models for actual monthly activity
• Interface with project managers to ensure forecasts are maintained accurately
• Ensure forecasts are adequate to cover contract balances and future expenditures
• Perform variance analysis against the annual plan
• Monitor loan balance projections & future equity requirements

 Annually

• Prepare annual plan for management and submittal to investors for each development
• Work with management to determine the best course of future development to include:
  • Product mix, pricing and absorption
  • Evaluate the efficiency of infrastructure improvement options
  • Determine with management the ability to add major amenity features to the communities
  • Thoroughly document the assumptions in the model which include:
    • Lot sales rate, pricing, and premiums
    • MUD reimbursement timing and amount
    • Development costs timing and amount
    • Operating costs timing and amount
    • Prepare variance analysis for presentation of the annual plan to the investors
• Work with accounting to prepare the COGS calculation for the next year based on the annual plan

 As Needed

• Perform analysis in support of management decisions
  • Perform comparative gross margin analysis for selecting future products
  • Perform comparative loan burden analysis for selecting future products and infrastructure improvements
  • Review contract coding to ensure consistency with plan
  • Interface with project managers during the Capital Budget & Sale Request process to create comparisons of the budget request to the annual plan and the latest plan update
  • Analyze potential land acquisitions
  • Improve excel model and planning process to operate more smoothly
  • Interface with the design review committee to present any financial implications for decision making
  • Review marketing strategies and budgets with marketing team

 Experience/Requirements

• 2+ years analysis experience
• Graduate degree preferred i.e. MLERE, MRE, MBA or PPA Finance
• Strong modeling skills are required; proficiency in MS Excel
• Other software used include,  LandPie and Argus

To apply please forward your resume to:  resumes@caldwellcos.com

Caldwell Companies is an Equal Opportunity Employer.