Senior Investment Analyst

Senior Financial AnalystOn behalf of a confidential client in the real estate private equity space, NOW CFO is seeking a Senior Financial Analyst to join a growing team.About the OpportunityThe Senior Financial Analyst will support financial planning, forecasting, and portfolio-level analysis across the firm's fund platform. This role builds and maintains cash flow and performance models spanning the portfolio, partners closely with Accounting on data integrity, and delivers analysis that informs executive decision-making across acquisitions, operations, and fund administration. This position reports directly to the CFO and oversees a Financial Analyst and Junior Financial Analyst.Key ResponsibilitiesBuild and maintain fund-level and portfolio-level cash flow models (e.g., cash roll-forward analyses), tracking acquisition, refinancing, and disposition activity across fundsPrepare monthly and quarterly budget-to-actual variance analysis across payroll, repairs & maintenance, and contract services categories, identifying trends and outliersDevelop and maintain KPI dashboards and performance reporting templates at the property and portfolio levelConduct general ledger and portfolio data quality reviews, flagging coding errors, inconsistent chart-of-accounts usage, and anomalous account activitySupport annual budgeting and multi-year forecasting processes in partnership with Asset Management and AccountingAssist with borrowing base and credit facility compliance reporting, including DSCR and covenant calculationsSupport fund administration and LP reporting processes, including NAV-related data requestsBuild ad hoc financial models and analyses supporting strategic and operational initiatives (e.g., benefits cost modeling, organizational design, headcount planning)Partner cross-functionally with Accounting, Asset Management, and executive leadership to ensure data consistency across reporting outputsRequired QualificationsBachelor's degree in Finance, Accounting, Economics, or a related field4–6 years of experience in FP&A, corporate finance, or real estate finance/accountingAdvanced Excel skills, including complex formulas, pivot tables, and cash flow modelingExperience working with general ledger systems (e.g., Yardi, Rent Manager) and multi-entity financial dataStrong analytical rigor and attention to detail; comfort working with large, imperfect datasetsAbility to manage multiple deliverables against competing deadlinesDriven, self-motivated learner comfortable in a fast-paced, high-expectations environmentPreferred QualificationsExperience in real estate private equity or a multi-entity portfolio finance environmentFamiliarity with credit facility mechanics (borrowing base, covenant/DSCR compliance)Direct experience with manufactured housing, self-storage, or RV/resort real estateExposure to fund administration, NAV processes, or LP reportingComfort working with AI tools (e.g., Copilot, Claude, ChatGPT) in day-to-day workflowCompensation & BenefitsBase Salary: $125,000–$165,000, commensurate with experiencePotential performance bonus401(k) planMedical, Dental, Vision InsurancePTOPlease note: All candidates proceeding in the process will be technically vetted. This is a confidential search conducted by NOW CFO on behalf of our client. Company name and additional details will be shared with candidates who advance in the process.