FP&A Real Estate Analyst

$70,000 - $90,000/Yr

Mo Bettahs - Lehi, UT

posted about 1 month ago

Full-time - Mid Level
Lehi, UT
Food Services and Drinking Places

About the position

Mo' Bettah's is seeking an experienced FP&A Analyst to join their finance team in Lehi, UT. This role focuses on financial modeling, budgeting, forecasting, and performance analysis within the commercial real estate sector. The analyst will work closely with the Head of Finance and the development team, contributing to the assessment of new real estate opportunities and ongoing portfolio management.

Responsibilities

  • Extensive experience in financial modeling, budgeting, forecasting, and performance analysis within a vertically integrated real estate firm and/or multi-unit retail.
  • Assess the viability of new commercial real estate requests including analyzing financial statements, addressing industry risks, collateral requirements, and structure.
  • Prepare prescreen review, complete full underwriting analysis, and perform ongoing reviews of existing real estate portfolio.
  • Review upcoming sites for best profitable market while avoiding business cannibalization.
  • Interact with stakeholders, effectively communicating upcoming plans, strategies, budget vs. actual performance, and key insights related to the role.
  • Maintain regular and predictable attendance.

Requirements

  • Bachelor's degree in finance, business, accounting, or a related field.
  • Minimum of 3 years of experience in FP&A, with a strong background in real estate finance, including corporate, investment, development, hospitality, and construction assets.
  • 2+ years experience in a commercial real estate role.
  • Strong proficiency in financial software and tools, including advanced Excel, database systems, SQL, and financial reporting platforms.
  • Excellent client relationship and communication skills, both verbal and written.

Nice-to-haves

  • MBA preferred.
  • Experience with location-based or spatial analytics platforms (SiteZeus and Placer.AI preferred).
  • Strong organizational and managerial skills with the ability to manage multiple tasks efficiently and meet deadlines.
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