Purpose and Job Summary:
Financial Data Analyst on the Investment Management Resource Team is responsible for managing the Financial Mapping, input and review of new deals, manage the cash calc waterfalls and timeline, manage the debt summary and loan documents, etc., all processes related to the asset management and Fund Management of our portfolio. FDA members work across various departments, proactively manage the calendar and implement system and procedural enhancements to assist in individual, team and company goals. This position is located at the Boston Financial headquarters in Boston, MA.
Essential Duties and Responsibilities:
- Manage the financial mapping for Asset Management and inform PA if any changes.
- Work with IT on changes and enhancements to the financial mapping to make sure consistent with other applications.
- Manage the monthly, quarterly, and annual property financial statements input process.
- Train & manage the Financial Input Temps.
- Work with the Acquisitions Team to input newly acquired deals into the Asset Management system and present the Development Risk Team, FM, and PA with analysis of the deals
- Manage the review of loan documents and identification of key debt restrictions.
- Manage the annual property cash analysis and work with the Cash Calc Leadership Team to update and enhance the Cash Calc system.
- Review and process checks received for Asset Management fees and surplus cash distributions for all properties
- Review Team business processes to identify and resolve inefficiencies, improve workflow, and update relevant documentation.
- Develop, enhance, and implement the various systems used by the IM-Resource Team. Ensure team equipment is in good working order by completing preventive maintenance requirements and evaluating new equipment and techniques
- Perform quality checks on all financial inputs
- Train new assets managers and analysts on the financial mapping
- May perform special projects as needed
Travel Requirements - 10%.
Required Skills & Experience:
- Bachelor’s Degree in business, finance, real estate or related field
- Minimum of 1-2 years related financial experience
- Knowledge of Mail Merge and World Merge Software
- Solid knowledge of financial statements and reporting, cash flow, income and balance sheets, etc.
- Strong analytical skills, including the ability to manage large data sets, conduct variance analysis, and identify potential issues/problems
- Strong verbal, written, and interpersonal skills
- Ability to summarize and communicate observations clearly and timely (in writing, PowerPoint presentations, and verbally) in an organized, engaging, concise manner, and make recommendations, where appropriate
- Ability to develop and present effective overview and training presentations to inform team and other department staff and others
- Proficiency with Microsoft Excel required, including a solid understanding of commonly used Excel formulas and the ability to effectively clean, sort, and filter data
- Proficiency with other Microsoft Office tools: Word, PowerPoint, Outlook; Access, a plus
- Highly motivated and resilient, able to handle cyclical workloads with peak periods of high demand
- Ability to anticipate, pivot, adapt, and remain professional through sometimes tense situations
- Curious with the desire to continuously learn
- Ability to work effectively independently and as a team member
- Ability to balance multiple projects and meet firm deliverable deadlines
- Keen attention to detail
- Highly developed organizational skills
- Strong and pro-active problem-solving skills
- Ability to thrive in a collaborative, team-based environment-pitching wherever needed to achieve team and business objectives
- Assist in the review of work completed by junior level staff members and temporary data entry workers with regard to internal policies, procedures, and systems, as required
Preferred:
- Real estate industry experience
- Interest in affordable housing, LIHTC
- Familiarity with Partnership Tax Returns, Financial Statements, and Partnership Agreements
- Familiarity with basic financial modeling techniques
- Basic project management skills
Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
Boston Financial Investment Management, LP and its parent company, ORIX USA, is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.
