Financial Analyst Full Time

UDR, Inc. is now hiring a Financial Analyst to join our team at our corporate office in Highlands Ranch.

GENERAL SUMMARY OF DUTIES: Prepare and coordinate financial reporting and covenant calculations as well as other balance sheet modeling. Provide loan document analysis, ad-hoc reporting, compliance reporting, and manage loan servicing. Act as primary backup to the Director – Treasury for daily cash positioning and assist with other treasury management functions.

SUPERVISION RECEIVED:  Reports to the Vice President – Treasurer

SUPERVISION EXERCISED:  N/A

ESSENTIAL FUNCTIONS:

1. Calculate the debt covenants quarterly.
2. Prepare various debt schedules and calculate prepayment penalties monthly.
3. Update and maintain ad-hoc debt presentations and analysis, board book slides, capital plans, various treasury files, and other debt models.
4. Manage servicing compliance including repair agreements, compliance reporting, and escrows.
5. Coordinate lender property inspections and associated information requests.
6. Act as primary backup to Director – Treasury including but not limited to performing daily cash positioning, coordinating intercompany transfers, and responding to requests related to purchasing card and gift card programs.
7. Assist Director – Treasury with analysis of bank fees and optimization of the purchasing card program.
8. Respond to questions regarding the quarterly reporting as well as quarterly and annual audit requests.
9. Provide loan document analysis and respond to questions regarding our loan agreements.
10. Perform analyses of REIT peer group.
11. Prepare loan request packages and assist in the due diligence process for loan originations.
12. Manage construction loan disbursement and capital call process, in coordination with Development group.
13. Perform other duties as assigned or as necessary.

PERFORMANCE REQUIREMENTS:

• Knowledge and understanding of business concepts, finance, economic and accounting principles and practices, and the analysis and reporting of financial data. Ability to intuitively apply those concepts to solve complex issues.
• Ability to develop and prepare business analysis and plans. Ability to read, analyze, and interpret financial reports and legal documents and draw relevant conclusions. Ability to calculate figures and amounts. Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to work in a fast-paced environment and handle multiple projects simultaneously to meet deadlines.  Ability to work independently and as part of a team.
• Perform duties that require strong comprehension, analytical, research, composition, communication, and organizational skills.  Strong attention to detail is a must. Ability to work in conjunction with Company managers and associates. Excellent verbal and written communication skills.
• Proficient in the use of spreadsheet, relational database, and word processing software. Ability to process computer data and to format and generate reports. Ability to create, compose, and edit written materials. Intermediate to advanced expertise in Microsoft Excel, including ability to model. Knowledgeable in Microsoft Word and Power Point software applications.                                   

TYPICAL PHYSICAL DEMANDS: Occasionally lifting items weighing up to 30 lbs.  Requires eye-hand coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator, and other office equipment. Requires normal range of hearing and eyesight to record, prepare, and communicate appropriate reports.  Extensive data input and required ability to sit for long periods of time.  Regular and consistent attendance on the job is an essential function.

TYPICAL WORKING CONDITIONS: Normal office environment. Occasional evening or weekend work.

EDUCATION AND EXPERIENCE:

1. Bachelor’s degree in Accounting, Finance, or Business Administration, related field; or equivalent combination of education and experience required.
2. Two to four years of relevant experience in a treasury or finance-related role preferred.
3. Chartered Financial Analyst (“CFA”) designation or pursuit of CFA designation is preferred.
4. Real Estate finance or treasury experience is preferred.
5. Must have and maintain a valid driver’s license unless otherwise noted.

Benefits Offered: 

• Medical, Dental, Vision Plans
• Medical Flexible Spending Account
• Dependent Care Spending Account
• Supplemental Term Life Insurance
• Voluntary Cancer Insurance
• Supplemental Short-Term Disability Insurance / AD&D Insurance
• Voluntary Long Term Care Insurance
• 401(k) Plan with company match

Salary Range:
• $65,000.00/yr. (minimum) – $87,500.00/yr. (maximum), depends on experience

Bonus Potential:
• Eligible for 10% annual bonus potential, based on personal and company performance