Financial Analyst

Position Financial Analyst: Reports to VP of Asset Management & Preservation:

POSITION SUMMARY: 

The Financial Analyst will support the Asset Management team in overseeing the financial performance of a multifamily real estate portfolio. This role will be responsible for analyzing property performance, preparing financial reports, assisting with budget development, monitoring compliance with financing requirements, and providing decision-making support to senior management and ownership groups. The analyst will play a key role in optimizing asset value and ensuring strong financial returns across the portfolio.

Key Responsibilities:

Financial Analysis & Reporting:

• Prepare and maintain detailed property and portfolio-level financial models.
• Track operating performance versus budget, pro forma, and industry benchmarks.
• Conduct variance analysis on monthly, quarterly, and annual financial results.
• Create dashboards, reports, and presentations for ownership, investors, and executive management.

Asset & Portfolio Management Support:

• Assist with annual budgeting and reforecasting processes for assigned properties.
• Support due diligence efforts for acquisitions, refinancing, and dispositions.
• Monitor loan covenants, partnership agreements, and other compliance requirements.
• Evaluate capital improvement projects and return-on-investment opportunities.
• Work closely with property management teams to identify operational efficiencies.

Market Research & Benchmarking:

• Analyze market trends, rent growth, occupancy, and competitive positioning.
• Support strategic planning by providing market intelligence and scenario modeling.

Process Improvement & Collaboration:

• Develop and enhance financial reporting tools and best practices.
•  Collaborate with accounting, property operations, and development teams to align financial goals.

Qualifications:

Education & Experience:

• Bachelor’s degree in finance, Accounting, Real Estate, Economics, or related field (MBA or CFA a plus).
•  2–4 years of experience in financial analysis, preferably in real estate, asset management, or property management.
•  Knowledge of multifamily operations and real estate finance is strongly preferred.

Skills & Competencies:

• Strong proficiency in Excel financial modeling; familiarity with Yardi, RealPage, MRI, or other property management/accounting systems a plus.
• Excellent analytical, problem-solving, and quantitative skills.
• Strong written and verbal communication; ability to present financial insights clearly.
•  Detail-oriented, organized, and able to manage multiple priorities and deadlines.
•  Team-oriented with ability to work collaboratively across departments.

Key Performance Indicators (KPIs):

• Accuracy and timeliness of financial reporting and variance analysis.
• Effectiveness of recommendations to improve asset performance.
• Contribution to successful refinancing, acquisitions, and dispositions.
• Development of financial tools that enhance efficiency and decision-making.

                                                                                                                      Our Mission:

Provide quality, safe, and affordable housing for low and moderate-income families Provide an environment for its team members to excel and be recognized and rewarded for their accomplishments Provide the Principals and Partners a fair return on their effort and investment

                                                                                                                     Core Values:

EXCELLENCE | INTEGRITY | RESPONSIBILITY | RESPONSIVENESS |RESPECT| CHARACTER