Financial Analyst

About the Role

The Junior Financial Analyst supports the finance team in underwriting new development opportunities, tracking project budgets, and producing financial reporting. This entry-level role offers hands-on exposure to the full development lifecycle.

Key Responsibilities

• Financial Modeling & Underwriting
• Assist in building and maintaining pro forma models for acquisitions and ground-up development projects, including cash flow, return metrics (IRR, equity multiple, yield on cost, cash-on-cash), and sensitivity analyses.
• Gather and analyze market data, including comparable sales, rent comps, absorption rates, cap rates, and construction costs, to support underwriting assumptions.
• Update models as assumptions change and document key inputs and outputs.
• Budgeting & Cost Tracking
• Track development budgets against actuals, and prepare variance analyses for project teams.
• Review and reconcile draw requests, invoices, and change orders with project managers and accounting.
• Maintain cost-to-complete forecasts and flag potential overruns early.
• Reporting & Analysis
• Prepare monthly and quarterly project reports for internal leadership, investors, and lenders.
• Support the creation of investment committee memos, investor presentations, and lender packages.
• Build dashboards and summaries that track portfolio performance and project milestones.
• Capital & Financing Support
• Help prepare loan draw packages, equity capital call schedules, and covenant compliance tracking.
• Assist with lender and investor information requests.
• Track debt and equity balances, interest reserves, and funding sources across projects.
• General Support
• Collaborate with accounting on month-end close, accruals, and reconciliations.
• Support ad hoc analyses, including feasibility studies, lease-up projections, and exit scenarios.
• Contribute to process improvements and help standardize templates and reporting tools.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Real Estate, or a related field.
• 0–2 years of experience in financial analysis, real estate, banking, accounting, or a related field (internships count).
• Advanced proficiency in Microsoft Excel (formulas, lookups, pivot tables, scenario and sensitivity analysis).
• Strong analytical and quantitative skills with excellent attention to detail.
• Clear written and verbal communication skills, and the ability to present findings concisely.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.