Financial Analyst Nuveen Nat Capital (Viticulture) Job at Nuveen Nuveen, Napa, CA

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  • Nuveen Nuveen
  • Napa, CA

Job Description

Job Description:

Financial Associate, Natural Capital
The Financial Associate will be responsible for certain day-to-day financial modeling and accounting functions as well as parent company, bank, and internal reporting. This role will also work closely with the group's that plays a crucial role in acquisitions, and disposition as well as monthly, quarterly, and annual financial reporting to our parent company and banks. This role completes ad-hoc projects as required.

Key Responsibilities and Duties:

Prepare and update acquisition and disposition models in Excel.

Generate property acquisition and disposition proposals for investment committee review.

Participate in property due diligence process.

Update portfolio level long term plans, including revenue, expense and capital plans

Prepare monthly, quarterly, and annual budget vs. actual reports

Prepare property appraisal profiles and interface with property appraisers

Assist with quarterly forecast and annual plan (quarterly)

Generate and analyze various reports from Yardi accounting system (as requested)

Preparation of presentation materials (as requested)

Educational Requirements
University (Degree) Preferred

Work Experience
No Experience Required

Physical Requirements
Physical Requirements: Sedentary Work

Career Level - 5IC

Preferred Qualifications:

2-3 years experience in financial analysis or related field
Bachelor’s degree in Accounting, Finance, or Business
Advanced Excel skills (pivot tables and charts, lookups, other advanced formulas)
Concise, articulate, and productive communication style
Strong organizational skills
Experience using Yardi accounting system

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Job Tags

Full time, Work experience placement,

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