Senior Financial Analyst

Location: Rockville
Posted on: November 20, 2024

Job Description:

POSITION SUMMARY

Overall responsibility for supporting the Director of Finance and the CFO in the management of corporate finance and investor relations. Minimum of 2 years' work experience.

Monthly/ As Needed

? Draft press releases for property acquisitions and dispositions, debt and equity offerings, executive promotions, and other corporate communications.

? Design, maintain and enhance investor relations materials. Prepare PowerPoint presentations for investor meetings. Update investor presentation (flipbook) with quarterly financials, capital structure, return on acquisitions and dispositions, invested capital, dividend payments and regional data.

? Update website for changes in trustees, management, property information and company performance.

? Monitor analyst coverage and estimates of the firm and other industry coverage and data for Washington, D.C.

? Assist in preparing responses to institutional investors.

? Identify new institutional investors and develop marketing program for meetings.

? Discuss and answer questions about the company with shareholders.

? Provide documentation and analysis for debt/equity offerings, as requested. Assist with gathering due diligence material. Track projected debt covenant compliance.

? Update the assumptions and inputs of the model including the budget information and forecasts of the interest expenses, capital raises and acquisitions/dispositions.

? Assist with analysis for monthly meeting with senior management on reforecast versus budget.

? Submit loan assumption applications. Abstract the loan assumption documents. Liaison with Accounting in regards to documentation needed for setup of new loans.

? Assist internal and external auditors with SOX testing requests, as needed.

? Network among peers in the industry and attend industry/educational conferences.

Quarterly

? Prepare schedules for loan compliance reporting for lines of credit and mortgages as required.

? Update earnings model with actual results; reconcile actual and projected performance with budget.

? Draft “finance” pages for supplement and pages for earnings press release.

? Draft earnings conference call script.

? Complete Moody?s Supplemental Info request and respond to any S&P requests.

? Maintain peer group performance comparison on major growth metrics.

? Prepare capital markets update to include in quarterly Board reporting materials.

Annually

? Prepare finance materials for the Board retreat binder and integrate other departments? materials.

? Input budget into earnings and make adjustments to financing assumptions as appropriate.

? Help prepare earnings guidance release.

? Review and assist with preparation of annual report and proxy.

? Assist with preparation of materials for annual meeting.

? Complete Standard & Poor?s property database.

? Create Investor Day presentation, research targeted investors, and assist with event planning.

Special Projects

? Communicate THE FIRM?s brand and identity to employees. Provide employees with information needed to ensure consistent corporate communication.

? Travel, as required, to meet with investors.

? Maintain property photo library.

Keywords: , Ellicott City , Senior Financial Analyst, PR / Public Relations , Rockville, Maryland