Senior Financial Analyst

Description

• Maintain CRM database of potential buyers, sellers, property listings, and escrows.
• Launch listings and provide ongoing support through close of escrow.
• Coordinate closing documentation and follow up on outstanding items to ensure timely completion.
• Utilize and maintain databases tracking investment sales activity, construction pipeline, and other relevant real estate metrics.
• Manage listing agreements and contracts of sale in compliance with corporate and Department of Real Estate requirements.
• Gather information from advisors and departments to support the creation of marketing materials, proposals, and presentation packages.
• Coordinate and streamline the flow of projects, documents, and communication between advisors and internal teams.
• Prepare and present analysis results, including charts and graphics, in a clear and concise manner.
• Establish strong working relationships with internal stakeholders to identify market intelligence needs.
• Occasionally present findings and support analyses in client meetings.
• Develop and maintain sophisticated financial underwriting models for commercial real estate development, acquisition, and disposition.
• Break down and analyze P&L statements and rent rolls to support valuation and investment decisions.
• Review industry surveys, benchmarks, and economic/demographic trends to inform market positioning.
• Compose real estate documentation including listing agreements, commission receipts, purchase agreements, and transaction data.
• Serve as the point of contact for due diligence, facilitating communication between buyers and sellers.
• Assist in the research, writing, and proofing of market intelligence for marketing materials.

Requirements

• Advanced proficiency in Microsoft Office Suite, including Outlook, Word, PowerPoint, Excel, and Adobe InDesign.
• Experience in Commercial Real Estate is preferred.
• Two or more years of prior experience in financial analysis, ideally within commercial real estate.
• Previous experience with Salesforce is preferred.
• Familiarity with CRM systems and real estate databases.
• Demonstrated interest or background in transaction coordination or operations.
• Expert-level ability in Excel and financial modeling.
• Exceptional organizational abilities and capacity to multitask in a dynamic, fast-paced environment with competing priorities.
• 3+ years of experience in a similar position
• Clear verbal and written communication skills, effective across all levels of an organization.
• Outstanding customer service skills and the ability to manage the expectations of clients with strong personalities.
• Bachelor’s degree in Finance, Real Estate, Business, or a related field.
• Strong project management skills, with proven ability to coordinate internal project delivery teams while maintaining focus.

Benefits

• Up to 12-weeks of fully paid parental leave
• Pet insurance discounts
• Fertility and family planning services
• Employee Resource Groups that help you grow with us
• Monthly paid volunteer hours and donation matching to benefit our communities
• Mental health care, including free counseling sessions:
• We'll help you fund your learning journey with generous tuition reimbursement

Training + Development

Interview process

Visa Sponsorship

Security clearance