FINANCIAL ANALYST – UPLAND, CA

Lewis Group of Companies is one of the nation’s largest privately held real estate development firms. With over 70 years of experience, we’re committed to creating communities that thrive. We value honesty, long-term relationships, and high-quality standards that benefit our employees, residents, and the broader communities we serve.

PREFERRED QUALIFICATIONS

• Argus experience with commercial real estate assets
• Familiarity with OneSite, JD Edwards, Power BI, and/or TM1
• California Real Estate License

YOUR ROLE:

As our new Financial Analyst, you will play a key role in evaluating the performance of Lewis’s portfolio of real estate developments and operating centers. You will also support Loan Operations by assisting in the closing of permanent and construction loans while helping manage the company’s existing loan portfolio.
Note: This position is based in our Upland Corporate Office and requires in-office work five days per week, Monday to Friday.

WHAT YOU’LL DO

• Prepare pro forma financial models of development projects at various stages
• Perform operating statement analysis of income-producing assets
• Analyze financial performance using IRR, NPV, ROI, and other metrics in Excel
• Create portfolio-level reports for the CEO and senior executives
• Assist in loan originations, lender due diligence, and closing processes
• Manage and attend lender property inspections
• Coordinate internally to respond to ongoing lender compliance requests
• Investigate and respond to lender inquiries by reviewing loan documentation