Financial Analyst

JOB SUMMARY: The Financial Analyst - Multifamily will provide analytical and reporting support for a portfolio of Class B & C multifamily properties. This role is responsible for preparing financial models, analyzing property performance, supporting budgeting and forecasting, and contributing to strategic initiatives. The ideal candidate will have 2-4 years of experience in real estate finance or a related field, with required expertise in advanced Excel modeling and Power BI dashboards. Strong analytical capabilities and a passion for turning data into actionable insights are essential.

VALUES MODELED: All employees are expected to bring our values to life every day by demonstrating:

• RESPECT: Treat people with courtesy and kindness, valuing inclusion and diversity.

• ACCOUNTABILITY: Honor commitments, focus on delivering solutions, and take ownership of responsibilities.

• INTEGRITY: Act with honesty, honor, and transparency in all activities.

• SERVICE: Be socially conscious, proactive thinkers, committed to improving well-being.

• EXCELLENCE: Strive for excellence, adapt, innovate, and exceed expectations.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Financial Analysis and Reporting

• Prepare monthly and quarterly financial performance analysis for properties, including P&L review, cash flow modeling, and trend identification.

• Build and maintain complex Excel-based financial models (e.g., NRI, DCF, sensitivity analyses, reforecasts).

• Design and maintain interactive dashboards in Power BI to monitor key portfolio KPIs and provide visual insights to stakeholders.

• Support investor reporting and internal presentations with data visualizations and financial summaries.

• Ensure accurate and timely compliance with investor, lender, and internal reporting requirements.

Budgeting and Forecasting

• Assist in annual operating budgets and periodic forecasts in coordination with Asset Management and Property Management.

• Update pro formas and track financial variances, offering data-backed recommendations for course correction.

• Integrate preferred equity, mezzanine debt, and loan assumptions into modeling and forecasting.

Portfolio Strategy Support

• Analyze performance trends to support decision-making for acquisitions, refinances, and dispositions.

• Support underwriting by preparing models and conducting market analysis alongside the acquisitions team.

Operational Oversight

• Evaluate leasing, occupancy, renewal performance, and rent collection metrics in collaboration with Asset Management.

• Track CapEx and project timelines, measuring ROI performance and adherence to budget.

• Provide financial inputs for cost-saving and revenue-generating initiatives, including utility reimbursement models.

Data Management and Technology

• Leverage Power BI and real estate software (e.g., RealPage, Yardi) to consolidate data and create user-friendly reports.

• Automate recurring reporting processes and improve financial workflows.

• Maintain documentation for financial models and dashboards for cross-functional use.

EDUCATION/EXPERIENCE:

• Bachelor's degree in Finance, Accounting, Real Estate, Economics, or related field.

• 2-4 years of financial analysis experience, ideally within the multifamily or real estate investment industry.

• Demonstrated proficiency with Microsoft Excel (advanced modeling) and Power BI (dashboard creation, data modeling, DAX) is required.

• Familiarity with financial reporting systems, property budgeting, and real estate analytics is strongly preferred.

COMPETENCIES:

• Required: Expert-level Excel skills (complex functions, macros, financial modeling) and Power BI (data visualization, dashboard design, DAX).

• Strong quantitative and analytical abilities.

• Exceptional attention to detail and organization.

• Clear written and verbal communication skills.

• Ability to meet tight deadlines while managing multiple priorities.

KEY QUALITIES:

• Analytical Problem-Solving - Turn raw data into actionable insights.

• Collaboration - Work effectively across departments, including Operations and Property Management.

• Adaptability - Comfortable working in a fast-paced and evolving environment.

• Initiative - Proactively contribute to portfolio improvement initiatives.

• Integrity - Uphold high ethical standards and maintain data accuracy.

• Continuous Learning - Stay current with financial tools, modeling trends, and real estate performance metrics.