Financial Analyst in Orlando, Florida at Tavistock US

About Tavistock US
Tavistock is a private investment organization with a diverse portfolio spanning real estate, hospitality, restaurants, and lifestyle ventures. Headquartered in Lake Nona, Orlando, Tavistock US provides essential shared services that empower our portfolio of companies to thrive. Through strategic thinking, operational expertise, and a commitment to continuous improvement, we create value tailored to evolving business needs. Our work spans finance, human resources, IT, legal, marketing, communication, procurement and more—all with the goal of fostering growth and new opportunities. . Our mission is to develop meaningful projects and experiences that transform communities and elevate quality of life—from large-scale master-planned developments like Lake Nona to world-class restaurants and hotels.

About the Role – Financial Analyst

Tavistock Development, a nationally recognized real estate firm and three-time NAIOP Developer of the Year, is seeking a Financial Analyst to support its growing portfolio of commercial and residential investments. This is an exciting opportunity to be part of the dynamic team behind the innovative Lake Nona community and other forward-looking developments.

Named one of Central Florida’s Best Places to Work, Tavistock offers:

• A collaborative, entrepreneurial, and growth-oriented culture
• Competitive salary and benefits
• Exposure to landmark developments and a talented, mission-driven team
• Core values rooted in integrity, innovation, and teamwork
  

Essential Job Functions:

• Provide template driven and ad hoc underwriting expertise on a wide variety of investment types and structures.
• Prepare routine and ad hoc reports for internal and external reporting, including cash flow forecasts, financial summaries / dashboards, asset valuation and lease economics.
• Assist in the preparation of property business plans and annual operating budgets for various assets.
• Coordinate activities of outside consultants and analyze reports including appraisals, environmental reports and insurance policies.
• Prepare investment memos, presentations, and reports for senior management and stakeholders.
• Compile and submit monthly funding reports for projects under construction.
• Provide due diligence support for acquisitions and dispositions
• Other responsibilities as assigned

Essential Qualifications:

• Minimum 2+ years’ experience in commercial real estate fields with preference to candidates with experience in related to real estate finance, underwriting, banking, development or other real estate investment related functions. Will consider education & internships as qualified experience.
• Bachelor’s degree in Finance, Real Estate or other related discipline required
• Knowledge of excel based modeling, underwriting and performing due diligence on real estate investments
• Proficient in financial analysis methods including NPV, IRR, DCF modeling, and financial statement analysis
• Exceptional leadership qualities and communication skills
• Ability to manage multiple priorities with conflicting deadlines
• Results-oriented team player with a high level of integrity
• Demonstrate ability to foster collaboration and build relationships
• Strong ability to problem solve while not sacrificing project goals
• Ability to proactively identify critical path tasks and, without exception, execute on those tasks
• Demonstration of effective communication, cooperation and conflict resolution skills
• Ability to follow written and verbal instructions
• Highly organized, detail oriented and work with minimal supervision
• Ability to maintain sensitive and confidential information
• Advanced level proficiency in Microsoft Excel, Word, Outlook, and PowerPoint
• Must have valid Florida driver’s license and personal automobile available to use for work related tasks

Essential Physical Requirements:

• Must be physically able to do assigned work as outlined above
• Must be physically able to sit and use the computer for hours at a time