New FA, broker has me doing everything BUT financials…
New to CRE, but not to financials. When I interviewed I passed a writing test and an excel test (building an equity waterfall within an existing file and making sure it flows with the rest). Since starting, he has me doing everything but financials, which is fine given that there hasn’t been a deal on the table to work on, but today there was. He insisted I use an old template (built by the client or whoever they outsourced it to) that we’ve already established is inaccurate and has problematic formulas. I offered to build it from scratch and his response was, “yeah, but I don’t trust that”. He insisted on using the existing file, and won’t let me touch it until the in-house FA at the office is back from PTO. I’ve been drowning in coordinator/assistant/marketing tasks, which I don’t have a problem with, but it seems like he should have hired for one of those roles and continued outsourcing the financials to our in-house FA who services multiple brokers. 

I’d love an honest assessment as to whether I’m the one who needs to temper my expectations until he feels I’ve “proven” myself (the point of completing an excel test?), or if this is a conversation I should start with him and potentially seek other options depending on his response. 

The final solution to todays conundrum was to put me back on coordinator task and he did the financials himself, on the file that we know isn’t good, with a disclosure that it doesn’t take one variable that the client asked for into account. (Close date vs breaking ground date; there’s a few months in between, but the current sheet assumes they are the same).
[{"id": "iqf9yfn", "text": "Yeah this is pretty normal. \n\nThat we think we need, what we actually need and what you actually do. \n\nAre you commission or salary?", "replies": [{"id": "iqffbw0", "text": "Salary", "replies": [{"id": "iqfjhns", "text": "Ok, I would create a model and talk to the fa when he gets back and see what he would have done differently. It may just be building trust with the broker, who may not know if anything is accurate or not. Most brokers blindly run with the numbers you give them in my experience.", "replies": [{"id": "iqfuai9", "text": "Yeah I definitely get the feeling he\u2019s just taking a bit to trust me with his most valued client. Glad to know it\u2019s part of the process, appreciate the input!", "replies": [], "depth": 4}], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "iqgfi5u", "text": "It's a trust thing. I wouldn't fret. Takes time", "replies": [], "depth": 1}, {"id": "iqh4a1t", "text": "Just build it your way on the side. Make sure you make a copy and don\u2019t mess with the original though.\n\nThen if you can systematically validate your model you should be good to show your boss and argue to use that instead since there are known issues with the other one.", "replies": [{"id": "iqi1tye", "text": "Talked it over with a friend who recommended the same\u2014 create the sheet he should have sent just to demonstrate my skills.", "replies": [], "depth": 2}], "depth": 1}]