Property Tax Financial Analyst
Core
Lead analytical efforts for development, redevelopment, and acquisition underwriting, transaction execution, and investment memorandum preparation for a self-storage REIT.
Role type
Senior Financial Analyst (Property Tax & Investment)
Builds
Investment memorandums, financial analysis packages, and performance templates for senior management decisions.
Domain
Real Estate (Self-Storage) / Property Tax
Required skills
Financial analysis, asset management, underwriting, budget forecasting, capital budgeting, property tax trend analysis, variance analysis, cash forecasting, data research, Excel proficiency
Preferred skills
Real estate industry experience, property tax appeals experience, multi-state/national exposure
Technologies
Excel
Responsibilities
Prepare monthly/quarterly reports and budget forecasts; analyze year-over-year property tax trends; maintain appeal activity databases; present executive updates on tax laws and market conditions; research industry and demographic data; support ad hoc tax projects.
Seniority
Mid-Senior level (3+ years experience)