What are the responsibilities and job description for the Senior Financial Analyst position at D. French Advisors?
Job Title: Senior Financial Analyst
Location: Phoenix, AZ
Work Model: Full-Time, Fully Onsite
Compensation: Commensurate with Experience
About the Company: Our client is an industry-leading commercial real estate platform with a proven track record across development, acquisitions, and asset management. Based in Phoenix, the firm operates nationally and manages a diversified portfolio spanning self-storage, industrial, office, multifamily, and healthcare assets. Projects include ground-up development, build-to-suit, acquisitions, and redevelopment initiatives across multiple asset classes.
About the Role: The Senior Financial Analyst will support a diverse commercial real estate portfolio through underwriting, financial modeling, due diligence, and investment analysis. The ideal candidate brings 3 years of relevant CRE experience, strong quantitative and qualitative skills, advanced Excel and Argus modeling capabilities, and the ability to manage multiple priorities in a fast-paced environment. Responsibilities include financial analysis and underwriting, preparation of research and investment marketing materials, and collaboration with senior team members across transactions and ongoing asset management initiatives.
This is a long-term analyst seat designed for someone who values stability and becoming a trusted technical partner over time, rather than pursuing a traditional promotional track.
Key Responsibilities:
- Provide analytical and asset management support across a diversified CRE portfolio, including office, industrial, self-storage, multifamily, and healthcare
- Prepare and review cash flow models using Excel and ARGUS Enterprise
- Develop and evaluate acquisition and development cost budgets
- Prepare and review rent rolls, historical operating statements, and other financial
- data supporting cash flow projections and budgets
- Abstract lease agreements and review key property-level documents
- Assist with financial due diligence and transaction closing processes
- Perform market and competitive research
- Write, prepare, and assemble Investment Memoranda and related marketing or
- investment materials
- Review and analyze financing proposals and commitments
- Build and maintain partnership cash flow distribution (waterfall) models
- Support ad hoc analytical projects as needed
Required Qualifications & Experience:
Education
- Bachelor’s degree in Accounting, Finance, Economics, or Real Estate
Experience
- A minimum of three years of related commercial real estate experience
- Demonstrated experience with complex financial modeling and underwriting
Skills & Attributes
- Advanced proficiency in Microsoft Excel; ARGUS Enterprise required (ARGUS Developer a plus)
- Strong understanding of financial concepts including discounted cash flow analysis, IRR, NPV, and partnership waterfalls
- High attention to detail and accuracy
- Ability to manage multiple priorities and meet deadlines
- Strong analytical, quantitative, and problem-solving skills
- Ability to collaborate effectively across teams and levels of seniority
- Professional demeanor with a positive, team-oriented attitude
Salary : $100,000 - $130,000