Comp: $80-90K plus bonus
Fully onsite role
Why is this a great company?:
- Rapidly growing real estate development firm with plenty of capital to invest
- Great mentors and a very positive company culture
- Significant opportunities for advancement and promotion
REAL ESTATE FINANCIAL ANALYST
Duties:
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Deliver data-driven insights across areas including portfolio operations, capital structure evaluation, transaction feasibility, and historical spend trends.
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Oversee the progress and delivery of various financing activities, ensuring key internal contributors meet deadlines for underwriting and financial support.
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Manage and update due diligence documentation; coordinate and lead meetings for transaction-related discussions.
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Conduct monthly reviews of financial and operational performance reports, identifying key variances and opportunities.
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Act as the primary contact for lenders and external consultants such as appraisers and underwriters.
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Coordinate information flow and serve as a central point of contact for CDLAC applications, as well as new financing and refinancing activities, in collaboration with the Acquisitions Manager.
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Prepare comprehensive lender packages, including organizing and managing third-party document repositories.
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Monitor underwriting requests and facilitate accurate and prompt responses from internal stakeholders.
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Design and implement process improvements to enhance efficiency and establish clear approval tracking.
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Support the completion of a variety of recurring internal and external reporting requirements, including data gathering, quality checks, and formatting.
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Collaborate cross-functionally with acquisitions, legal, development, and asset management to ensure consistency and strategic alignment.
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Contribute to the creation of presentation materials for leadership and investor updates.
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Take on additional duties as needed in support of departmental and organizational goals.
Requirements:
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Bachelor’s degree in Accounting, Finance, or Economics
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2–3 years of financial analysis experience (Real Estate preferred)
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Advanced level Excel skills