Strategic Financial Analyst

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.QualificationsEducation & ExperienceBachelor’s degree in Finance, Accounting, Economics, or a related field; CPA track or CFA candidacy a plus2–3 years of relevant experience at a public accounting firm, investment bank, financial services firm, or real estate investment companyPrior exposure to real estate, private equity, or multi-family investment structures strongly preferredMust have a valid driver’s license and annually provide proof of auto insuranceTechnical SkillsAdvanced Excel proficiency required: complex financial modeling, dynamic proformas, sensitivity tables, and scenario analysisDemonstrated experience leveraging AI tools (e.g., ChatGPT, Copilot, or similar) to improve analytical workflows, automate reporting, and surface insightsProficiency with financial software and platforms (Yardi, Argus, or similar real estate platforms a plus)Experience with data visualization tools (Power BI, Tableau, or similar) preferredFamiliarity with CRM, data room management, and investor reporting platformsCore CompetenciesExceptional analytical and financial modeling skills with a high degree of accuracyStrong executive presence and communication skills – able to synthesize complex data into clear, concise narratives for C-suite audiencesProactive self-starter who operates with urgency, ownership, and sound judgmentHigh learning agility and intellectual curiosity; stays current on market tends, AI tools, and real estate finance innovationsComfortable working in a fast-paced, entrepreneurial environment with shifting prioritiesHighly organized with exceptional attention to detail and ability to manage multiple deliverables simultaneouslyHigh degree of professionalism, integrity and discretion when handling sensitive financial informationCollaborative team player who builds strong relationships across departmentsResponsibilitiesExecutive & Strategic SupportServe as a direct analytical resource to the President & CEO and CFO, preparing reports, models, and presentations that support strategic decision-makingPrepare and maintain executive dashboards, performance summaries, and board/investor reporting packagesResearch macroeconomic trends, capital markets conditions, and multi-family real estate dynamics to inform leadership decisionsAnticipate information needs of senior leadership and proactively deliver analysis without being askedInvestment Analysis & UnderwritingDevelop and maintain underwriting proformas for new acquisitions and development opportunities, including validation of assumptions with Property Management, Development, and Construction teamsConduct market and demographic research for new developments, potential acquisitions, current assets, and projects under constructionAnalyze and model capital stack optimization, financing structures, and return profilesResearch, analyze, and present recommendations on stabilized, value-add, and development assetsTrack property-level metrics against business plan budgets, acquisition proformas, and renovation return-on-cost goals; identify trends and areas for improvementMaintain asset tracking schedules for construction, lease-up, and value-add renovation projectsPortfolio Management & Capital MarketsPerform portfolio analytics and data management, monitoring performance across the full investment portfolioBuild and maintain portfolio models, reforecasts, hold/sell analyses, and IRR/equity multiple trackingPrepare financing packages, investor reports, and fundraising materials for debt and equity transactionsSupport debt management processes including closing coordination, ongoing compliance monitoring, and refinancing analysisAssist with portfolio operations including compliance, valuations, reporting, and other tasks as neededCoordinate with real estate tax consultants on tax assessment strategies and appealsMaintain and update investor and lender CRM databases and data roomsTechnology & Process InnovationChampion the use of AI and automation tools to streamline financial analysis, reporting, and data management workflowsIdentify opportunities to leverage technology to reduce manual effort, improve reporting accuracy, and accelerate turnaround timesAssist in evaluating and implementing new financial software or platforms that enhance team capabilitiesDevelop and maintain underwriting proformas for new acquisitions and development opportunities, including validation of assumptions with Property Management, Development, and Construction teamsGeneralBuild and maintain strong working relationships with Development, Acquisitions, Asset Management, Property Management, and Capital Markets teamsDeliver high-quality results across multiple concurrent projects under tight deadlinesMaintain a client-oriented perspective ensuring all data, metrics, and analyses are accurate and consistent across deliverablesEnsure adherence to company policies, procedures, and guidelines in all communications and work productTravel as needed for market evaluations, due diligence, and portfolio site visitsComplete other duties and projects as assigned by supervisor