Financial Analyst

Job Title: Financial Analyst
Location: Wilcox Communities

Company Overview:
Wilcox Communities is a family-owned, award-winning company that develops and manages rental-home communities focused on enhancing the lives of our residents. We pride ourselves on maintaining a team-oriented, family-owned atmosphere while delivering high-quality homes and services. Our communities feature maintenance-free living, world-class amenities, and onsite management to ensure care-free living.

Our purpose is guided by our mission and vision:

• Mission: To be the premier provider of rental-home communities with residents-for-life by combining the value and quality of our homes and amenities with world-class customer service, one neighborhood at a time.
• Vision: To achieve a level of customer satisfaction in our communities that enables our residents to live happier and more fulfilling lives.

Job Purpose:
The Financial Analyst will support Wilcox Communities' mission by contributing to financial planning, modeling, and performance evaluation for our multi-family development projects and property portfolio. This position is pivotal in driving data-driven decision-making and securing capital to sustain the company's growth.

Key Responsibilities:

• Financial Modeling & Analysis: Create and maintain detailed financial models for real estate development projects, acquisitions, and portfolio performance.
• Budgeting & Forecasting: Assist in the development of annual budgets, monitor performance metrics, and provide variance analysis.
• Capital Sourcing: Collaborate on raising equity and securing debt financing, including preparing financing packets and maintaining relationships with lenders and investors.
• Reporting: Generate routine and ad-hoc financial reports for leadership review and decision-making.
• Process Improvement: Streamline financial processes and collaborate with IT to improve reporting tools and data integrity.
• Compliance: Oversee compliance with loan covenants and partnership agreements, ensuring smooth project execution.
• Market Research: Analyze market assumptions for rents, expenses, and cap rates to support development strategies.
• Public Incentives: Work on public finance strategies, including tax increment financing (TIF), tax abatements, and other public funding opportunities.

Qualifications:

• Bachelor's degree in Accounting, Finance, Economics, or related field.
• 3-5+ years of experience in financial analysis, preferably in multi-family real estate development.
• Strong proficiency in financial modeling and advanced knowledge of Excel.
• Experience working with public incentives and real estate finance is a plus.

Skills & Competencies:

• Excellent analytical, problem-solving, and communication skills.
• Ability to manage large datasets and present insights effectively.
• Self-starter with a passion for continuous learning and process improvement.
• Strong interpersonal skills and ability to collaborate with cross-functional teams.

Why Join Wilcox Communities?
At Wilcox Communities, we take pride in offering a collaborative, supportive work environment with growth opportunities. We provide competitive compensation, housing discounts, and comprehensive benefits, including medical and dental insurance, 401(K) matching, and a generous vacation package.

Join us to make a meaningful impact in shaping vibrant, thriving communities while growing professionally in the dynamic real estate sector.