Transaction and Financial Analyst (5277)

Location:9401 Arrowpoint Blvd.
City/State:Charlotte, NC
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Position Description:


Assist Financial Analysis Director in Commercial Real Estate Financial and Operations Analysis; report on lease negotiation activities, monitor property tax payment accuracy, and commercial real estate opportunities for key corporate services account; support other activities as necessary for the team


  • Perform Complex Financial and Operational Analysis to Support Short Term and Long Range Strategic Plans, Operating Budgets, and Transactions
  • Evaluate data, prepare forecasts, analyze trends, and present results pertaining to operations, projects, vendor contracts, leases, and other areas
  • Create presentations utilizing charts, graphs, maps, and models relative to the operations of real estate services to be shared on an executive level
  • Create brokerage transaction packages as needed to be presented to clients as well as client driven requests for proposals
  • Develop financial modeling for various “what if” scenarios and the overall impact to the portfolio for acquisitions, dispositions, terminations, and consolidations
  • Conduct new project feasibility financial analysis as needed
  • Perform Capital vs. Operating Lease Analysis and Reporting for Lease Acquisitions
  • Maintain financial analysis tools with updated market rates and all pertinent parameters, using Costar for market analysis, GIS for property valuations, and Archibus for lease information
  • Carry out financial analysis at various levels of complexity to determine performance comparisons using IRR, NPV, and ROI for potential options (lease, acquisition, disposition, development deals)
  • Maintain weekly Client Leases Tracker and Monthly Lease Savings Dashboard
  • Act as intermediary between internal brokerage team and client leasing teams
  • Assist with the analysis of internal rental rates consisting of lease rate costing, pricing, and interdepartmental allocations
  • Manage Property Tax Payment Yearly Process with High Focus on Accuracy and Timeliness
  • Update Account Monthly Scorecard and Quarterly Business Review Presentation
  • Develop presentations for leadership regarding account performances, annual budget, monthly and quarterly actual to forecast analysis, and other operations of real estate services
  • Assist with annual and quarterly forecasting of revenue and operating expenses
  • Assist with variance analysis on a monthly basis to explain budget/forecast vs. actuals
  • Increase productivity by developing automated reporting and forecasting tools
  • Handle other duties as assigned

Position Requirements:


  • Bachelor’s Degree in Accounting/Finance/Economics; MBA a plus
  • 3 – 6 years of experience required
  • Strong understanding of commercial real estate
  • Strong quantitative and qualitative decision making skills
  • Strong financial analysis experience with the ability to construct complex financial models
  • Self-starter with the ability to streamline functions and processes and the desire to learn and grow
  • Advanced proficiency with Microsoft Excel required; solid experience with integrated financial systems and additional Microsoft Office products such as PowerPoint, Word, and SharePoint programs
  • Familiarity with Archibus and data query/data management tools very helpful (Access, SQL)
  • Ability to maintain the highest level of professionalism and confidentiality
  • Excellent communication and presentation skills
  • Ability to comfortably interact with all levels of leadership
  • Ability to maintain a proactive approach and a readiness to handle client concerns and processes as well as unexpected emergencies
  • Ability to work under pressure, set priorities, remain rigorous, and meet deadlines with a sense of urgency
  • Ability to be flexible to handle multiple and changing priorities

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