Financial Analyst (Real Estate)

Sage Ventures is a full-service vertically integrated residential development and investment firm. As a collaboratively run corporation, we develop, own, rehabilitate, sell, and manage exceptional properties throughout the greater Baltimore/Washington region.Position Summary:The Financial Analyst will play a critical role in managing and analyzing our rental property investments, with specific emphasis on reporting and analysis. This role involves regular collaboration with upper management, the finance department, and operations. The ideal candidate should possess strong analytical skills, exceptional attention to detail, excellent communication abilities, and a solid understanding of the asset life cycle to ensure operational excellence and bottom-line optimization. To achieve this, close collaboration with the OPS team, including site visits, will be required to ensure alignment between OPS operations and Asset goals.Essential Functions:Multi-Family Asset Planning & Goals - Track underwriting goals and KPIs, align budgets and capital plans with asset strategies, and collaborate on renovations and cost optimizationMulti-Family Monthly Responsibilities - Oversee Month End Review (MER), manage utility billbacks via YES Energy, and process monthly lease renewalsMulti-Family Quarterly Responsibilities - Support lender reporting (financials, green loan compliance, etc). Assist with investor distributions and quarterly analysis. Coordinate SWOTMulti-Family Annual Responsibilities - Contribute to budget prep and review, coordinate with operations for alignment, and support long-term capital planningMulti-Family General Responsibilities - Prepare executive presentations, maintain documentation and SOPs, assist with insurance and tax matters, and handle ad hoc projectsRequirements:Bachelor’s degree in finance, Real Estate, Business Administration, or related field2+ years of experience in asset management, real estate finance, or a related analytical role (internship experience considered)Familiarity with Yardi or other property management/accounting software is a plusProficiency in Microsoft Excel, PowerPoint, and data analysis toolsUnderstanding of real estate financial concepts such as NOI, CAPEX, and budget variance analysisBenefits:We offer competitive salaries and excellent benefits, including:Salary Range: $60,000 - $80,000Medical, vision, dentalPTO401K with a company matchEmployee Assistance Program20% rental discount at our propertiesProfessional development in the multi-family housing industrySage Ventures is an Equal Opportunity Employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.Powered by JazzHR9EOrKJAyTU