JOB DETAILS

Financial Analyst

CompanyLyon Living
LocationNewport Beach
Work ModeOn Site
PostedAugust 4, 2026
About The Company
We create unique and thoughtful living environments where residents can build families, make lasting friendships, and create one-of-a-kind memories and experiences. We are committed to delivering the best service to our residents and team members. Our people are our x-factor and together, we CREATE THE AMAZING. OUR MISSION To be bold in our decisions and fearless in our execution. To create projects and products that are thoughtful, innovative, and timeless. OUR VISION Create the Amazing. We started as a property management company in 1989 and since then, we’ve grown into a pioneering real estate enterprise. Our portfolio includes multi-family & mixed-use communities, hotels, resorts, retail, corporate housing, custom homes, and golf course developments. In today’s experience driven world, we are at the forefront of the industry, ready to venture into the unknown. Our progression is fueled by taking risk and our growing portfolio is a result of our strategic and innovative approach. Our expertise covers: • Acquisitions • Asset Management • Construction • Development • Capital Renovations • Property Operations
About the Role

Description

 Lyon Living proudly offers the following benefits:

  • Medical/Dental/Vision Plans/FSA/HSA
  • 401K Matching
  • Employee Housing Discounts
  • Education Reimbursements
  • Employee Referral Bonuses

Pay Range: up to $85,000 annually
 

Our teams work hard to maintain a culture that is conducive to creative thinking, empowerment, and collaboration. We are currently looking to fill a full-time Financial Analyst position in our Newport Beach office.


The Financial Analyst will assist the Investments team in evaluating and analyzing new development and acquisition opportunities, as well as supporting Asset Management and Investor Relations on existing portfolio of multi-family properties. Provide financial analysis related to short and long-term strategies that may include development or redevelopment scenarios, re-positioning strategies, and renovation initiatives. This position requires a high degree of sensitivity and discretion, excellent organizational skills and attention to detail, a proactive, customer-focused mindset, proficiency with Microsoft Office suite, strong collaboration and communications skills.


Essential Job Functions: 

Every effort has been made to identify the essential functions of this position. However, it in no way states or implies that these are the only duties you will be required to perform. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or is an essential function of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • Build & maintain Excel pro forma models for new multi-family development and value-add acquisitions.
  • Maintain complicated financial modeling and spreadsheet analysis in Excel.
  • Create complex ad-hoc financial models when no template is available.
  • Coordinate information regarding market data, occupancy data, expense analysis, aerials, maps, property tax, and rent/sales comparables.
  • Create/update Confidential Information Memoranda in PowerPoint for distribution to lenders/investors/appraisers, etc.
  • Market research including vacancy, absorption, rents, rent growth, etc.
  • Review and process broker packages in order to underwrite potential acquisitions.
  • Coordinate financial information (contracts, third party reports, etc.) as part of the due diligence process for development, acquisition, and disposition efforts.
  • Organize and present data analysis, draw objective conclusions and make recommendations.
  • Create, implement, and maintain various tracking criteria related to property performance; develop and maintain sophisticated dashboards, financial models, templates and analyses.
  • Prepare and update cash flow forecasts; work on capital calls and distributions as requested and with accounting.
  • Create and audit preferred return tracking schedules.

 

Experience/Requirements: 

  • Requires a degree in finance, economics, real estate, accounting, or a related field.
  • 3-5 years in Real Estate/Finance or Banking experience required.
  • Must have excellent financial analysis skills and expertise with financial modeling tools to include Waterfall modeling.
  • Must have exceptional ability to create complex models and analysis from blank Excel files as needed.
  • Advanced skills with Excel (e.g., macros, data tables, array formulas, lookup formulas).
  • Understanding of applicable financial metrics (e.g., yield, IRR, NPV, cap rates, etc.)
  • Must be highly motivated with a can-do attitude and accountability for all tasks.
  • Must have high degree of flexibility and ability to calmly handle multiple issues that may arise.
  • Must enjoy and operate efficiently in a fast dynamic environment.
  •  Laser focused attention to detail.
  • Excellent communication skills (verbal and written) and have the ability to work across functions.
  • Must be well organized and able to multi-task with limited supervision while adhering to deadlines and maintaining absolute accuracy.
  • Able to travel as needed.

Send your resume to Careers@lyonliving.com


This position requires attendance at offsite meetings, visits to other Company operated locations, purchase of goods from offsite vendors and other tasks away from a single assigned location. Applicant must have a valid driver's license or be able to utilize an alternative form of transportation at their own expense which allows them to reach the required destination in a time period comparable to that if they were to drive their own vehicle. Employees choosing to drive their own vehicle for work-related duties will be required to have a valid driver’s license and provide proof of insurance, and may be subject to a DMV record search.


Lyon Living is an Equal Opportunity Employer. Employment selection and related decisions are made without regard to race, color, religion, sex, national origin, disability, or veteran status.


Pre-employment background check and drug screening required. Lyon Living participates in the E-Verify program.

Key Skills
Financial modelingExcelWaterfall modelingData analysisCash flow forecastingMarket researchUnderwritingDue diligencePro forma modelingPowerPointFinancial analysisAsset managementInvestor relationsCommunication skillsOrganizational skills
Categories
Finance & AccountingManagement & LeadershipData & Analytics
Benefits
Medical insuranceDental insuranceVision insuranceFSAHSA401k matchingEmployee housing discountsEducation reimbursementsEmployee referral bonuses
Job Information
📋Core Responsibilities
The Financial Analyst will assist the Investments team in evaluating new development and acquisition opportunities while supporting asset management and investor relations. Responsibilities include building complex Excel pro forma models, conducting market research, and preparing financial reports for stakeholders.
📋Job Type
full time
📊Experience Level
2-5
💼Company Size
205
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
Apply Now →

You'll be redirected to
the company's application page