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Financial Analyst

Company: Trumark Companies
Location: San Ramon
Posted on: June 19, 2022

Job Description:

Company Description The Trumark Group of Companies is a diversified, award-winning real estate developer and builder with expertise in land acquisition, urban development, homebuilding, community and commercial design, and the entitlement process. Acknowledging its long-standing history and success, Professional Building magazine recently awarded Trumark its coveted 2018 Builder of the Year (Link: 2018 Builder of the Year: Trumark - Pro Builder ). In 2020 Japan-Based Daiwa House ( Tokyo: 1925) acquired a majority stake in Trumark Companies to add to its list of US based portfolios with the objective to be a top 20 U.S. builder and for Trumark Companies to be a top 10 builder in the US west region. Note from the Hiring manager We are seeking an intellectually curious and self-motivated Financial Analyst to join our finance team. The role will be responsible for day-to-day tasks as well as be part of high visibility projects aimed at making our current processes more efficient while keeping scalability in mind. Overall, the ideal candidate would have a finance background (or equivalent), is eager to learn new things, and take on challenges while maintaining high quality work. If all these qualities resonate with you apply and I look forward to speaking with you! Primary Responsibilities Financial Analysis

  • Work with and create complex Excel modeling tools to analyze new and ongoing real estate developments across multiple divisions.
  • Prepare semi-annual project updates for group of Trumark co-investors.
  • Prepare and update equity distribution schedules for investors as developments begin to disburse cash proceeds.
  • Complete quarterly and annual development cash flow updates to assist in debt and equity partner reporting.
  • Create and maintain a company dashboard for the leadership team that includes custom data visualization that can update in real time.
  • Work closely with the Manager and Director of Finance on preparing corporate business plans and financial reports.
  • Recommend ways to automate reporting and streamline processes.
  • Prepare project cash flow proforma and run proforma model sensitivities.
  • Review, procure and manage insurance requirements for both corporate and development needs.
  • Perform other tasks based on company demand. Qualifications
    • Bachelor's Degree; emphasis in business, finance and/or accounting (preferred).
    • Desire to learn the real estate development process.
    • Strong Excel skills, as well as having the experience or can learn new software application (Power BI, Adaptive insights, Hyperion, etc).
    • Ability to prioritize and multi-task in a fast-paced environment.
    • Strong analytical skills, close attention to detail, and the ability to communicate clearly and effectively (oral and written).
    • Ability to prioritize and multi-task in a fast-paced environment.
    • Ability to collaborate with team members and display initiative. Preferred Qualifications
      • 1-3 years of experience within a finance group or equivalent.
      • Experience in real estate development or a related field.
      • Knowledgeable in SQL. Why Work for Trumark?
        • Work with a team that values you! Trumark offers a direct career path with an open seat for you at our table.
        • We embody our mission to Live Well. Trumark Homes is dedicated to creating communities that foster an enthusiasm to connect, the strength to aspire and the compassion to give back. For approximately every 50 homes we build, we work with charity: water to provide and serve approximately 200 people with fresh, clean water.
        • Exceptional Medical Benefits (100% Employee + 60% Dependent).
        • Monthly wellness stipend.
        • 401k with company matching, we are helping you plan for future retirement.
        • Hybrid work flexibility. In addition to the aforementioned skills, the candidate would need to exemplify and demonstrate the core competencies of Trumark: creative problem solving, deal making, tenacity, market insight and operational excellence and the core values of Trumark: responsible, responsive, respectful, resourceful, and integrity


Keywords: Trumark Companies, San Ramon , Financial Analyst, Accounting, Auditing , San Ramon, California

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