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Senior Real Estate Financial Analyst

Full Time
Work Place
Real Estate Field
Punta Gorda
Postal Code
United States

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Come join the Babcock Ranch Team!

Babcock Ranch, America’s first solar powered town seeks an experienced Financial Analyst. Reporting to the VP - Finance, the Senior Analyst conducts and documents financial analysis, reporting, modeling, performance tracking, and asset management support. In addition, this position analyzes various investment opportunities including data gathering efforts, research, underwriting potential new business opportunities, and expediting various ad-hoc reports and analyses. The Senior Analyst also assists with preparing analysis, reports, and presentations to the company’s partners and Advisory Board.



· Collaborates with K&P’s teams to provide full analytical, strategic and financial support. This includes maintaining and updating asset financial models on an ongoing basis and assisting with formulating, monitoring and forecasting strategic analysis of all K&P assets to assist with creating strategic business plans that maximize the value of K&P’s assets.

· Assists in supporting the monthly, quarterly and annual budget and forecasting process, annual business plan and annual budget process by tracking business performance against operating plans and variance analysis.

· Performs complex multifamily, commercial, and mixed-use development underwriting.


· Updates investment models and proformas in MS-Excel and ARGUS Enterprise.

· Analyzes new investment opportunities for Company growth to increase investor margins and cash flows.

· Reports on existing assets.

· Performs market research to help identify key trends, potential risk and opportunities to stay informed about industry trends, transactional activity and the marketplace regarding economic issues and real estate issues.

· Creates ad-hoc reports / analyses to support all K&P divisions so that the best investment decisions can be made.

· Regular in-person attendance is required.

· Other duties as assigned.

Skills and Abilities:

· Self-starter and resourceful with strong prioritization skills.

· Excellent written and verbal communication skills.

· Strong organizational and analytical skills.

· Problem solver and creative thinker.

· Collaborates effectively with a variety of teams.

· Proficient understanding of commercial real estate development and construction costs, specifically retail, for modeling and underwriting.

· Strong understanding of business principles with the ability to interpret and analyze financial data.

· Proven business and financial acumen.

  • High levels of proficiency in all MS Office applications with expert level MS-Excel experience and financial modeling experience.
  • Proficiency in ARGUS Enterprise.
  • Strong attention to detail and be able to multi-task.

· Ability to handle stressful situations and deadline pressures.

· Ability to plans and carry out responsibilities with minimal direction.

· Ability to develop presentations and reports for executive level review.

Educations and/or Experience:

  • Bachelor’s degree required in Finance or Real Estate.
  • 3-5 years’ experience in a finance related role within the real estate sector, with an emphasis in commercial or mixed-use experience preferred.

Our Diversity and Inclusion Commitment: K&P is an equal opportunity employer that believes in maintaining a work environment and company culture in which all people are respected and valued, regardless of gender identity or expression, sexual orientation, religion, ethnicity, age, disability status, national origin, veteran status or any other characteristic protected by law.

Hybrid Work: We currently allow a Wednesday-only, remote Flexible Work Arrangement for qualified positions

Compensation and benefits: We offer an excellent compensation and benefits package, an exciting opportunity, and the chance to grow and contribute to an energetic, collaborative team. To apply, please submit your resume with salary expectations. Resumes submitted with salary requirements will have first consideration.

Candidates meeting these qualifications should apply online. We maintain a Drug Free / Smoke Free Workplace and perform reference checks and background screening. / EOE.


Job Sector



5+ to 7 years

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Finance / Investment Office Punta Gorda Full Time FL Finance, Financial Analysis Director - Market Strategy other