Financial Analyst

Financial Analyst

Job Category: Corp-Accounting/Ops

Requisition Number: FINAN006913

Full-Time

Corporate, GA, Alpharetta, GA 30009, USA

Description

Key Responsibilities

Portfolio Performance and Analysis- Portfolio Services- Pegasus

• Collaborate with portfolio services to ensure portfolio properties maximize revenue and control expenses, generating consistent monthly cash flow and enhancing long-term value.
• Conduct proactive analysis of market data, property operations metrics, and detailed expense and revenue trends to identify issues or opportunities requiring property management's attention.
• Provide detailed rent analysis to support operational and strategic decision-making.

Asset Management and Strategy- McCann

• Perform regular site visits to engage with Regional Property Managers and on-site staff, ensuring alignment with financial and operational goals.
• Participate in quarterly asset management and strategy meetings with senior staff to review portfolio performance and set objectives.
• Support the property budgeting process in collaboration with property management and senior staff.
• Draft institutional-grade equity investment packages for potential acquisition and development partners.

Acquisitions and Dispositions- McCann

• Support new acquisitions by coordinating due diligence and drafting due diligence memos in collaboration with senior staff.
• Assist in dispositions by working with senior staff and listing brokers to provide diligence information and address inquiries during the sale process.
• Provide underwriting support for acquisition and development opportunities to evaluate financial viability and strategic fit.
• Tour properties as needed to evaluate potential acquisition opportunities.

Marketing and Business Development- Pegasus

• Create case studies and content that highlight the company's capabilities and analytical expertise.
• Provide underwriting support for new business opportunities, identifying operational improvements and integrating analytical insights into sales pitches.

Pegasus Residential Support

• Analyze property operations data, expenses, and revenues for the Pegasus management portfolio, delivering actionable insights to senior staff and the Pegasus team.
• Collaborate with senior staff to highlight analytical capabilities in Pegasus' sales pitches and support underwriting for new business opportunities.

Qualifications

• Bachelor's degree in Finance, Real Estate, Economics, or a related field and/or equivalent experience of at least 4-years in field.
• Strong proficiency in Excel and financial modeling, with experience underwriting real estate investments.
• Excellent analytical skills with the ability to interpret complex market and operational data.
• Strong communication and collaboration skills to work effectively with property management, senior staff, and external partners.
• Detail-oriented with the ability to manage multiple projects and meet deadlines.
• Knowledge of multifamily real estate operations, budgeting, and capital projects preferred.
• Ability to conduct site visits and engage with on-site teams.

Work Environment

• In-office role based in Alpharetta, GA
• Collaborative work with property management, senior staff, and external stakeholders.
• Fast-paced environment requires proactive problem-solving and strategic thinking.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.