Financial Analyst
January 2026
Primary Function:
The Financial Analyst (Analyst) will be primarily responsible for developing proformas, debt packages, analysis for investor pitches, and forecasting.
Contribution to Company Mission and Vision:
The Analyst shall work collaboratively to ensure that the Company continues to create communities that flourish, while supporting the foundational principles of pursuing outstanding locations and timeless designs. The Analyst shall maintain the integrity of the Old Town brand in all aspects of their position while contributing to the values of gratitude, ownership, perseverance, accountability and innovation.
Role Absolutes:
Primary Responsibilities:
Leadership
Engage with the leadership team to provide critical input, opportunities for improvement, risk areas, insight from experience, challenge of assumptions, and overall guidance from a financial and company operations perspective to help Old Town achieve their stated goals and objectives.
Create, Refresh and Analyze Project Proformas
Assist with financial and sensitivity analysis of complex real estate development projects.
Assist in the preparation of real estate financial forecasting, budgeting and capital requests for the company.
Create lender packages for RFP with potential lenders.
Create investor packages for RFP with potential investors.
Provide input on investor structures and returns.
Generate Collateral & Prepare Investment Committee Reporting
Assist in translating the initial proforma to budget creation for assets under construction.
Ensure a seamless hand-off of budgets to Asset Management and the Director of Investor Relations once constructed.
Support leadership team with assistance for ad-hoc reports or requests.
Assist with financial reporting to lenders, investors and other third parties, including financial statements and investor reporting packages consisting of forecast-to budget variance analyses and cash forecasting.
Lead the appropriate development team members in evaluating and understanding project proformas.
Ensure that thorough proformas are published in preparation for the initial Investment Committee.
Review the quarterly and annual development reports for variance analysis.
Additional Qualifications:
· BS in business finance, accounting or equivalent experience
· Minimum of 2 years’ experience in accounting and financial management practices
· Proficiency with accounting software, word processing, and spreadsheets.
· Solid GAAP and financial reporting technical skills
· Strong communication and interpersonal skills
· Strong work ethic, team player
Reporting:
The Financial Analyst will report to the CFO of Old Town.
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