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Job Summary:

 

Prepares work product for clients as directed by Managing Principal, Principal, Senior Manager, and Manager Associate with emphasis on preparation of complex Excel models.

 

Reports To:

 

Senior Manager, Manager, and Manager Associate.

 

Essential Duties and Responsibilities:

The following list of essential duties and responsibilities is meant to be a representative, and not an exhaustive, list of job functions:

 

·        Prepares client work product thoroughly for peer review. Work product includes, but is not limited to:

 

·        Preparing cash flow feasibility analysis for the acquisition and/or disposition of real estate projects.

 

·        Manipulates existing DPFG financial models, spreadsheets, and other documents as necessary to prepare client work product.

 

·        Creates new financial models, spreadsheets, and other documents as necessary to prepare client work product.

 

·        Preparing, planning, and implementing all necessary documents to establish and issue tax exempt bonds for special financing districts on new development projects.

 

·        Preparing, planning, and implementing, all necessary documents to establish maintenance and/or service district(s) on new development projects.

 

·        Preparing, planning, and implementing all necessary documents related to the appropriateness of development fees.

 

·        Preparing, planning and implementing all necessary documents related to school district planning and financing.

 

·        Preparing, planning, and implementing fiscal impact analysis on development projects.

·        Preparing, planning, and implementing Public Facilities Financing Plans.

 

·        Review and provide comments on legal agreements. Support deal structure and transaction negotiations with public agencies.

 

·        Assist with litigation support matters.  Assist with company/project turnaround strategies and workouts.

 

·        Ability to define a problem and coordinate relevant expertise within a team environment.

 

·        Performs other real estate consulting services as requested by supervisor or clients.

 

·        Obtains data and other financial information to factually support analyses.

 

·        Communicates with client as needed to obtain necessary information to prepare and complete client work product.

 

·        Clearly understands job before beginning to prepare client work product to ensure maximum efficiency in preparing work product.

 

·        Complies with all policies, procedures and quality control guidelines established by

 

·        DPFG for the preparation of client work product.

 

·        Asks necessary questions of peer reviewer and others that are knowledgeable to ensure that work product is on course.

 

·        Conducts self in a professional and ethical manner in all DPFG business activities both on-site and off-site, as well as in dealings with clients, prospective clients, senior management, and staff.

 

Technical Competency:

 

·        Expert in Excel and advanced cash flow modeling techniques.

 

·        Continues to increase technical competency in existing and new practice areas.

 

Revenue Growth:

 

·        Associates are encouraged to advise Principals and Senior Managers regarding additional work that may be performed to better serve the clients’ business needs.

 

·        Associates are expected to perform their job duties in an exemplary fashion, which frequently results in additional work from clients.

 

·        Associates are expected to begin developing their client relations and business development skills.

 

Firm Growth:

 

Associates are encouraged to offer ideas that support the growth of the Team to which they are assigned, as well as DPFG as a whole.

Education and Experience:

 

·        Undergraduate degree required, emphasis in Finance, Computer Science, Mathematics, Economics, or Accounting preferred.

 

·        Graduate degree helpful, but not required. 

 

·        Experience preparing cash flow models in Excel required.

 

·        Experience with real estate engagements in a consulting or related environment is helpful.

 

·        Experience with land development, entitlement, home building, civil engineering, or municipal finance is helpful.

Interview Requirements:

 Be prepared to complete an Excel skills assessment to evaluate knowledge of basic and

  advanced Excel functions.

Benefits:

We offer competitive compensation and excellent Medical, Dental, Holiday, Vacation and Sick, Term Life, 401k and Disability Insurance.