Analyst - Financial FPA

GENERAL SUMMARY OF DUTIES: Position will work closely with Finance and Investor Relations to provide support to and of the Company’s financial and business analysis, projections, assumptions and insight regarding all business lines for the enterprise to facilitate a comprehensive and accurate forecasting model. Position will provide support to various departments to prepare for presentations by assisting with financial reporting, variance analysis, cost-cutting measures, while assisting with analytical models which are used for investments, sources and uses of capital, macroeconomics, apartment funding, etc. Position will support the construction of and implementation databases that contribute to the development of Portfolio Strategy data analytics tool.

ESSENTIAL FUNCTIONS:

1. Work directly with Finance and Investor Relations to forecast and report on the Company’s earnings, Balance Sheet and Cash Flow metrics.

2. Help perform monthly variance analyses of actuals vs forecast to ensure accuracy of forecast data and to identify any need for re-forecasting various business line items.

3. Interact with operations, transactions, development and accounting personnel to ensure accuracy and inclusion of forecast data for respective business units.

4. Participate in analysis supporting short-term and long-term strategy to achieve objectives for growth and analyze profitability of such objectives.

5. Assist with the planning process, forecast updates and presentation preparation of the annual Business Plan and Outer Year Update.

6. Maintain numerous analytical models, e.g., share repurchase impact on NAV, AFFO, Balance Sheet and other key metrics.

7. Evaluate various sources of capital (debt, equity, JV, etc.) and the impact of each to AFFO, Balance Sheet and other key metrics

8. Support the construction of and implementation of databases that contribute to the development of Portfolio Strategy data analytics tools.

9. Help create and update numerous analytical models, e.g., share repurchase impact on NAV, AFFO, Balance Sheet, permit regression, supply and demand, apartment fundamentals, macroeconomic factors, etc.

10. Assist with the preparation of Board presentations.

11. Assist in the preparation of quarterly earnings materials. Review quarterly internal material for accuracy and prepare responses for potential questions that may be asked by investors and analysts.

12. Assist in the data collection, analysis, writing, editing of publications, presentations and electronic media to ensure that accurate, relevant messaging that supports the organizations’ goals is provided and maintained.

13. Perform other duties as assigned or as necessary.

PERFORMANCE REQUIREMENTS: Knowledge of organizational policies and procedures and the business operations of the Companies various business lines. Knowledge and understanding of business research principles, processes, and techniques. Ability to apply policies and procedures to solve every day or complex company issues.

Ability to manage relationships with various department analysts and through these relationships develops effective forecasting tools and models. Ability to demonstrate leadership skills to influence results and institute change without having direction. Ability to think conceptually and translate concepts into practical applications solutions and decisions. Must have a strong work ethic, integrity, and good business acumen.

Ability to develop and prepare business analysis and plans. Knowledge of the principles of strategic business decision-making. Ability to define problems, collect data, establish facts, and draw valid conclusions and practical solutions regarding financial modeling. Ability to calculate financial results like Net Present Value, IRR, Return On Investment, FFO, AFFO. Must have the ability to manage workload and to develop efficient and effective processes.

Polished interpersonal skills. Strong personnel management skills with the ability to multitask. Strong oral and written communication skills. Ability to respond to common inquiries from investors and management. Ability to write articles for publication that conform to prescribed style and format. Ability to effectively present information to management, investor, and the company’s electronic media.

Highly proficient with Microsoft Excel and PowerPoint.

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 Business, Accounting, Economics or Finance, related field; or equivalent combination of education and experience required.
2. Minimum of two years of more of relevant experience in finance required.
3. Proficiency in database management and computer coding is strongly preferred.
4. CFA Level I candidacy or higher is preferred.

UDR is proud to provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

UDR is committed to providing and maintaining a diverse workforce and an inclusive work environment with equitable access and opportunity for associates to participate, grow, and reach their full potential.