Financial Analyst in Plano, Texas at TIPTON ASSET GROUP

Background: Tipton is a 40-year-old, DFW based, full-service real estate firm whose primary business is 3rd party fee management. Our managed portfolio has consisted of apartments, office buildings, retail, manufactured home communities and commercial office condominium associations. Tipton currently manages over 16,000 apartment units, a number of suburban office buildings and several commercial office condominium associations. We are in search of a Financial Analyst to join our organization due to growth over the past 2 years. This position will be 100% in office at our corporate office in Plano, Tx and report to the Controller.

Key responsibilities include:

• Tracking property insurance renewals, COIs, and escrows with the lender
• Tracking real estate property taxes, escrows with the lender, coordinating valuation disputes, pulling annual valuations and statements from the county websites
• Interface with clients as needed relative to taxes and insurance
• Updating annual budget worksheets with current year date and forecasting the budget year property tax, insurance, and mortgage interest
• Provide monthly cash flow calculations for several properties
• Calculate prorations when properties sale and review proration calculations when properties are purchased
• Contract renewals/negotiations
• Proformas

Requirements:

• College Degree – finance and/or accounting majors a plus
• 5 years’ experience as a Financial Analyst
• Real Estate and/or Multi-family experience a plus
• Experience with property insurance and real estate property tax a plus
• Highly proficient in Microsoft Office applications including Word, Excel, and Outlook.
• Realpage software experience, desired
• Excellent verbal, written and listening skills

• Superior organization skills with strong attention to detail
• Ability to shift priorities and manage time effectively, completing a variety of work with changing deadlines accurately and on time
• Ability to handle highly confidential information and perform non-routine duties with discretion and independent judgment
• Excellent interpersonal and communication skills
• Team Player and Self-Starter

*** Our company emphasizes a TEAM APPROACH and expects every person to perform any reasonable task or request that is consistent with fulfilling company objectives. OUR PEOPLE ARE OUR SUCCESS!!!! Every position is vital to the success and performance of the Tipton Asset Group, Inc. For that reason, we look for leaders who will deliver the highest level of service to our residents. We offer health and dental insurance with opportunities for life insurance and 401K. We support promotion from within to enhance personal growth and development. Pre-employment screening includes drug testing and background checks. ***