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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