Financial Reporting Associate

Apprise by Walker & Dunlop is seeking an associate / senior associate to join its Valuation for Financial Reporting (VFR) practice. The VFR practice is a specialty group within Apprise by Walker & Dunlop focusing on valuation and consulting services to large public and private companies. The position is ideal for someone with two to five years of valuation experience for both US GAAP and IFRS. The qualified candidate may capture significant career-advancement potential with this opportunity as an early member of W&D’s Financial Reporting team.

Primary Responsibilities

• Assist in setting up the engagement via internal channels and external data rooms for use by clients
• Obtain and document data necessary to complete the assignment
• Catalog and analyze property-specific financial due-diligence materials including operating statements (P&Ls), rent rolls, purchase and sale agreements, offering memoranda, investment pro forma, construction cost and operating budgets, etc.
• Conduct market research to collect and analyze comparable sales, rents, expenses, taxes etc.
• Assist in the valuation process, including the preparation of the excel schedules and narrative reports
• Assist in the drafting of responses to internal and external questions and comments on the analysis
• Other duties as assigned

Education and Experience

• 2 - 5 years of valuation experience, preferably at a Big 4 accounting firm or large advisory firm
• Bachelor's degree in Real Estate, Finance, Accounting, Business Administration, or related field of study from an accredited college/university
• State Certified Commercial Real Estate Appraiser or Licensed Trainee preferred

Knowledge, Skills and Abilities

• Basic understanding of and familiarity with valuations for financial reporting purposes
• Working knowledge of Microsoft Excel and Word, ARGUS Enterprise and DCF and commercial real estate data services such as REIS, CoStar, etc.
• Excellent verbal and written communication skills; comfortable on the phone with market participants
• Strong literary and grammatical competency; very comfortable with business-formal writing composition
• Strong analytical skills: proven acumen in financial modeling or real estate underwriting
• Detail oriented
• Strong organizational and time management skills
• Able to work well both autonomously as well as in a team environment
• Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders