Paradigm Healthcare Services
Senior Financial Analyst and Underwriter
Paradigm Healthcare Services, Lincolnwood, Illinois, United States, 60712
We are looking for a Senior Financial Analyst and Underwriter to join our team. We are a national real estate management firm focused on senior living, founded by a group of seasoned healthcare executives who are revolutionizing the landlord-operator relationship in the industry.
In keeping with our organization’s goals, this role will oversee planning, implementing, and managing the underwriting processes for internal and external acquisitions. Your work will be instrumental in attaining our organizations goals by implementing plans which may include value-add opportunities, driving financial performance of the portfolio, implementing investment strategies, and working closely with the asset management, property management, operations and accounting teams to monitor daily property operations.
This position requires one to lead by example and communicate to constituents outside the company in a fashion consistent with the culture and values of the company.
Our company culture emphasizes and promotes teamwork, ownership in all that we do, entrepreneurialism, a strong work ethic, initiative, honesty, integrity, trust, and customer service. This role will work on healthcare transactions (including SNFs, ALFs, ILFs, and similar entities). Our organization will depend on your knowledge, skills, and attention to detail to ensure successful outcomes.
Job duties include the following:
Assist in the underwriting process for all internal and external acquisitions
Financial responsibilities include:
Spread and analyze historical financial performance
Assist in creation of detailed pro forma which include profit and loss by downloading/acquiring data from CMS and Operators.
Ensure Real Estate Taxes are paid timely
Construct ROI models/valuation matrixes
Create projected cash flow and balance sheets (if applicable)
Create accounts receivables aging analysis (if applicable)
Create fundamental operational reports:
Market and competition analysis
Historical clinical performance
Summary analysis
Assist with deal pipeline along with acquisition, due diligence and closing.
Negotiate lease or loan terms with potential operators/lenders and tenants.
Prepare investment memoranda with supporting materials including transaction documentation.
Asset management, including:
Spread monthly financial performance on each asset under management
Create, maintain and track KPI models on all assets
Review and stress test operating budgets for accuracy.
Liaise and manage relationships with tenants/lenders or operators on a regular ongoing basis. Including monthly calls with tenants to review performance trends.
Draft quarterly investor and management reports per portfolio
Review insurance policies and requirements.
Liaise with finance partners on an ongoing basis and submit all required data (compliance certificates, census, survey results, etc.)
Come join our team and be part of something special!
In keeping with our organization’s goals, this role will oversee planning, implementing, and managing the underwriting processes for internal and external acquisitions. Your work will be instrumental in attaining our organizations goals by implementing plans which may include value-add opportunities, driving financial performance of the portfolio, implementing investment strategies, and working closely with the asset management, property management, operations and accounting teams to monitor daily property operations.
This position requires one to lead by example and communicate to constituents outside the company in a fashion consistent with the culture and values of the company.
Our company culture emphasizes and promotes teamwork, ownership in all that we do, entrepreneurialism, a strong work ethic, initiative, honesty, integrity, trust, and customer service. This role will work on healthcare transactions (including SNFs, ALFs, ILFs, and similar entities). Our organization will depend on your knowledge, skills, and attention to detail to ensure successful outcomes.
Job duties include the following:
Assist in the underwriting process for all internal and external acquisitions
Financial responsibilities include:
Spread and analyze historical financial performance
Assist in creation of detailed pro forma which include profit and loss by downloading/acquiring data from CMS and Operators.
Ensure Real Estate Taxes are paid timely
Construct ROI models/valuation matrixes
Create projected cash flow and balance sheets (if applicable)
Create accounts receivables aging analysis (if applicable)
Create fundamental operational reports:
Market and competition analysis
Historical clinical performance
Summary analysis
Assist with deal pipeline along with acquisition, due diligence and closing.
Negotiate lease or loan terms with potential operators/lenders and tenants.
Prepare investment memoranda with supporting materials including transaction documentation.
Asset management, including:
Spread monthly financial performance on each asset under management
Create, maintain and track KPI models on all assets
Review and stress test operating budgets for accuracy.
Liaise and manage relationships with tenants/lenders or operators on a regular ongoing basis. Including monthly calls with tenants to review performance trends.
Draft quarterly investor and management reports per portfolio
Review insurance policies and requirements.
Liaise with finance partners on an ongoing basis and submit all required data (compliance certificates, census, survey results, etc.)
Come join our team and be part of something special!