Financial Analyst

Job Description

Position Summary:

The Financial Analyst will support financial modeling, investment analysis, lease evaluation, and portfolio management activities. This role will play an important part in evaluating investment opportunities, analyzing property performance, forecasting cash flows, and identifying opportunities to enhance asset value and profitability.

The ideal candidate will have a strong analytical background, advanced financial modeling skills, and an understanding of commercial real estate investments and financial markets.

Key Responsibilities:

Financial Modeling & Investment Analysis

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• Develop financial models to evaluate investment opportunities, including discounted cash flow analyses, scenario modeling, sensitivity analyses, and investment return calculations.
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• Support the evaluation of commercial real estate acquisitions, investments, and development projects.
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• Prepare pro forma financial models to assess investment assumptions, projected returns, and potential capital structures.
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• Assist with due diligence activities by coordinating with internal teams and external consultants.
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• Conduct market research and financial analysis to support investment decisions and evaluate potential opportunities.
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Lease Analysis & Market Research

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• Evaluate prospective lease transactions by analyzing projected cash flows, net present value, and overall financial performance.
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• Research market conditions and industry trends to help establish appropriate lease terms, pricing, and asset positioning.
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• Review and interpret commercial lease agreements, summarizing key financial terms and relevant provisions for management and other stakeholders.
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Asset & Portfolio Management

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• Monitor property-level financial and operational performance to identify opportunities to improve efficiency and maximize asset profitability.
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• Conduct periodic budget-to-actual variance analyses, including reviews of general ledger activity and operating statements.
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• Develop financial presentations, forecasts, and cash flow projections to support management reporting and strategic planning.
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• Prepare recurring asset management reports, lender reporting packages, financial correspondence, and summaries of lease and debt agreements.
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• Collaborate with internal stakeholders to support portfolio performance, financial planning, and ongoing business initiatives.
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Education & Experience:

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• Bachelor's degree in Finance, Accounting, Real Estate, or a related field.
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• At least three years of relevant experience in commercial real estate, financial analysis, investment analysis, or a related discipline.
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• Advanced Microsoft Excel skills, including financial modeling and analysis.
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• Experience with Yardi or similar real estate management and accounting software.
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Skills & Qualifications:

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• Strong analytical, quantitative, and problem-solving abilities.
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• Detail-oriented and self-motivated, with the ability to work independently and manage competing priorities.
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• Working knowledge of commercial real estate markets, debt financing, capital structures, and investment fundamentals.
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• Ability to manage multiple projects and provide meaningful financial and analytical support across the organization.
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• Strong written and verbal communication skills, with the ability to present financial findings clearly to various stakeholders.
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• Collaborative work style, strong organizational skills, and a commitment to producing accurate, high-quality work.
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