Strategic Financial Analyst

Overview

The Strategic Financial Analyst provides analytical and strategic support directly to the President & CEO and CFO of a multi-family real estate investment company. This role serves as a key resource across investments, capital markets, portfolio management, and executive reporting. The ideal candidate brings 2-3 years of experience from an accounting firm or financial services environment, combined with deep proficiency in financial modeling and a strong command of AI and technology tools that enhance speed and accuracy in analysis and reporting.

Qualifications

Education & Experience

• Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA track or CFA candidacy a plus
• 2-3 years of relevant experience at a public accounting firm, investment bank, financial services firm, or real estate investment company
• Prior exposure to real estate, private equity, or multi-family investment structures strongly preferred
• Must have a valid driver's license and annually provide proof of auto insurance

Technical Skills

• Advanced Excel proficiency required: complex financial modeling, dynamic proformas, sensitivity tables, and scenario analysis
• Demonstrated experience leveraging AI tools (e.g., ChatGPT, Copilot, or similar) to improve analytical workflows, automate reporting, and surface insights
• Proficiency with financial software and platforms (Yardi, Argus, or similar real estate platforms a plus)
• Experience with data visualization tools (Power BI, Tableau, or similar) preferred
• Familiarity with CRM, data room management, and investor reporting platforms

Core Competencies

• Exceptional analytical and financial modeling skills with a high degree of accuracy
• Strong executive presence and communication skills - able to synthesize complex data into clear, concise narratives for C-suite audiences
• Proactive self-starter who operates with urgency, ownership, and sound judgment
• High learning agility and intellectual curiosity; stays current on market tends, AI tools, and real estate finance innovations
• Comfortable working in a fast-paced, entrepreneurial environment with shifting priorities
• Highly organized with exceptional attention to detail and ability to manage multiple deliverables simultaneously
• High degree of professionalism, integrity and discretion when handling sensitive financial information
• Collaborative team player who builds strong relationships across departments

Responsibilities

Executive & Strategic Support

• Serve as a direct analytical resource to the President & CEO and CFO, preparing reports, models, and presentations that support strategic decision-making
• Prepare and maintain executive dashboards, performance summaries, and board/investor reporting packages
• Research macroeconomic trends, capital markets conditions, and multi-family real estate dynamics to inform leadership decisions
• Anticipate information needs of senior leadership and proactively deliver analysis without being asked

Investment Analysis & Underwriting

• Develop and maintain underwriting proformas for new acquisitions and development opportunities, including validation of assumptions with Property Management, Development, and Construction teams
• Conduct market and demographic research for new developments, potential acquisitions, current assets, and projects under construction
• Analyze and model capital stack optimization, financing structures, and return profiles
• Research, analyze, and present recommendations on stabilized, value-add, and development assets
• Track property-level metrics against business plan budgets, acquisition proformas, and renovation return-on-cost goals; identify trends and areas for improvement
• Maintain asset tracking schedules for construction, lease-up, and value-add renovation projects

Portfolio Management & Capital Markets

• Perform portfolio analytics and data management, monitoring performance across the full investment portfolio
• Build and maintain portfolio models, reforecasts, hold/sell analyses, and IRR/equity multiple tracking
• Prepare financing packages, investor reports, and fundraising materials for debt and equity transactions
• Support debt management processes including closing coordination, ongoing compliance monitoring, and refinancing analysis
• Assist with portfolio operations including compliance, valuations, reporting, and other tasks as needed
• Coordinate with real estate tax consultants on tax assessment strategies and appeals
• Maintain and update investor and lender CRM databases and data rooms

Technology & Process Innovation

• Champion the use of AI and automation tools to streamline financial analysis, reporting, and data management workflows
• Identify opportunities to leverage technology to reduce manual effort, improve reporting accuracy, and accelerate turnaround times
• Assist in evaluating and implementing new financial software or platforms that enhance team capabilities
• Develop and maintain underwriting proformas for new acquisitions and development opportunities, including validation of assumptions with Property Management, Development, and Construction teams

General

• Build and maintain strong working relationships with Development, Acquisitions, Asset Management, Property Management, and Capital Markets teams
• Deliver high-quality results across multiple concurrent projects under tight deadlines
• Maintain a client-oriented perspective ensuring all data, metrics, and analyses are accurate and consistent across deliverables
• Ensure adherence to company policies, procedures, and guidelines in all communications and work product
• Travel as needed for market evaluations, due diligence, and portfolio site visits
• Complete other duties and projects as assigned by supervisor

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