At a Glance
- Tasks: Join our finance team to manage complex Excel models and produce detailed fund reports.
- Company: A leading private equity property company known for developing and trading commercial and residential properties.
- Benefits: Enjoy a hybrid working model, completion bonus, 25 days holiday, and pension contributions.
- Why this job: This role offers hands-on experience in real estate finance with a dynamic team and impactful projects.
- Qualifications: You need to be fully qualified (ACCA/CIMA/ACA) with strong Excel skills and real estate experience.
- Other info: This is a 12-month contract position with opportunities for professional growth.
The predicted salary is between 60000 - 84000 £ per year.
Salary: £ 70,000 - 80,000 + Completion Bonus / Benefits
Type: Contract
Start Date: ASAP
OUR CLIENT is a successful private equity property company known for developing and trading both commercial and residential property and managing real estate funds. They are seeking a Financial Manager / Analyst to join their Real Estate finance team on a 12-month contract basis to ‘own’ and update their complex Excel appraisal model amongst other related tasks.
THE ROLE responsibilities for the Financial Manager - Modeller will include:
- Producing quarter end Fund reports including completion of detailed project level (Excel) appraisals (with updated actuals), consolidated Fund level cash flow forecasts and returns.
- Modelling and reviewing existing investments across different real estate sectors with differing funding and profit-sharing arrangements. Sense checking assumptions through to underlying documentation.
- Updating group business plans/forecasts.
- Preparing sensitivity analysis of the project appraisals, modelling various funding and exit scenarios.
- Assisting team members with operational projects.
- Preparing the detailed investor call and distribution calculations.
- Producing and managing the quarterly investor return reporting, completing Fund and investment level metrics via investor portals/templates.
- Assisting with various ad hoc accounting tasks (account reconciliations (e.g. inter-co, VAT, equity invested), NAV calcs, corporate disposal/liquidation support, management account reviews).
THE PERSON - Required Skills to apply:
- You will be a fully qualified (ACCA/CIMA/ACA or similar) with proven transferable skills gained in the real estate sector.
- Strong Excel skills with the ability to model.
- Prior experience of manipulating and maintaining appraisal models.
- Resourceful, self-starter and prepared to roll sleeves up.
- Detail orientated and an independent thinker.
- Investigative - not prepared to accept anything at face value.
- Good presentation and communication skills.
BENEFITS:
- Hybrid working model – c 3 days in office (4/5 initially).
- Completion Bonus
- 25 days holiday
- Pension
Please note that due to volume we cannot get back to everyone, however every application is looked at and considered and will be held on Trident International’s database for review. If you have not heard back from us within 5 working days you should assume your initial application has been unsuccessful, however if suitable roles arise in the future, we will make every effort to contact you. By applying for this job, you accept the Privacy Policy and Disclaimers which can be found on our website.
Financial Management Analyst employer: Trident International Associates
Contact Detail:
Trident International Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Management Analyst
✨Tip Number 1
Familiarise yourself with the specific financial modelling techniques used in real estate. Brush up on your Excel skills, especially in creating and manipulating complex appraisal models, as this will be crucial for the role.
✨Tip Number 2
Network with professionals in the private equity real estate sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even referrals for the position.
✨Tip Number 3
Prepare to discuss your previous experience in detail, particularly any projects where you’ve produced fund reports or conducted sensitivity analyses. Be ready to showcase how your skills align with the responsibilities outlined in the job description.
✨Tip Number 4
Demonstrate your investigative nature by preparing thoughtful questions about the company’s current projects and challenges. This shows your genuine interest in the role and your proactive approach to problem-solving.
We think you need these skills to ace Financial Management Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your ACCA/CIMA/ACA certification and relevant experience in the real estate sector. Emphasise your strong Excel skills and any previous roles where you managed appraisal models.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific experiences that demonstrate your ability to produce detailed project appraisals and manage investor reporting.
Highlight Key Skills: In your application, clearly outline your key skills such as attention to detail, investigative mindset, and communication abilities. These are crucial for the Financial Management Analyst position.
Proofread Your Application: Before submitting, thoroughly proofread your application for any errors or inconsistencies. A polished application reflects your professionalism and attention to detail, which is essential for this role.
How to prepare for a job interview at Trident International Associates
✨Showcase Your Excel Skills
Since the role heavily relies on complex Excel models, be prepared to discuss your experience with Excel in detail. Bring examples of past projects where you successfully manipulated and maintained appraisal models.
✨Understand the Real Estate Sector
Demonstrate your knowledge of the real estate market and how financial management plays a role in it. Be ready to discuss different funding and profit-sharing arrangements you've encountered in previous roles.
✨Prepare for Technical Questions
Expect technical questions related to financial modelling and cash flow forecasting. Brush up on your understanding of fund reports and be ready to explain your thought process when producing these documents.
✨Exhibit Strong Communication Skills
As you'll be preparing detailed reports and presentations, it's crucial to convey your ideas clearly. Practice explaining complex financial concepts in simple terms, as this will showcase your ability to communicate effectively with team members and investors.