Job Description
Job Description
Position Financial Analyst : Reports to VP of Asset Management & Preservation :
POSITION SUMMARY :
The Financial Analyst will support the Asset Management team in overseeing the financial performance of a multifamily real estate portfolio. This role will be responsible for analyzing property performance, preparing financial reports, assisting with budget development, monitoring compliance with financing requirements, and providing decision-making support to senior management and ownership groups. The analyst will play a key role in optimizing asset value and ensuring strong financial returns across the portfolio.
Key Responsibilities : Financial Analysis & Reporting :
- Prepare and maintain detailed property and portfolio-level financial models.
- Track operating performance versus budget, pro forma, and industry benchmarks.
- Conduct variance analysis on monthly, quarterly, and annual financial results.
- Create dashboards, reports, and presentations for ownership, investors, and executive management.
Asset & Portfolio Management Support :
Assist with annual budgeting and reforecasting processes for assigned properties.Support due diligence efforts for acquisitions, refinancing, and dispositions.Monitor loan covenants, partnership agreements, and other compliance requirements.Evaluate capital improvement projects and return-on-investment opportunities.Work closely with property management teams to identify operational efficiencies.Market Research & Benchmarking :
Analyze market trends, rent growth, occupancy, and competitive positioning.Support strategic planning by providing market intelligence and scenario modeling.Process Improvement & Collaboration :
Develop and enhance financial reporting tools and best practices.Collaborate with accounting, property operations, and development teams to align financial goals.Qualifications : Education & Experience :
Bachelor’s degree in finance, Accounting, Real Estate, Economics, or related field (MBA or CFA a plus).2–4 years of experience in financial analysis, preferably in real estate, asset management, or property management.Knowledge of multifamily operations and real estate finance is strongly preferred.Skills & Competencies :
Strong proficiency in Excel financial modeling; familiarity with Yardi, RealPage, MRI, or other property management / accounting systems a plus.Excellent analytical, problem-solving, and quantitative skills.Strong written and verbal communication; ability to present financial insights clearly.Detail-oriented, organized, and able to manage multiple priorities and deadlines.Team-oriented with ability to work collaboratively across departments.Key Performance Indicators (KPIs) :
Accuracy and timeliness of financial reporting and variance analysis.Effectiveness of recommendations to improve asset performance.Contribution to successful refinancing, acquisitions, and dispositions.Development of financial tools that enhance efficiency and decision-making.Our Mission :
Provide quality, safe, and affordable housing for low and moderate-income families Provide an environment for its team members to excel and be recognized and rewarded for their accomplishments Provide the Principals and Partners a fair return on their effort and investment
Core Values :
EXCELLENCE | INTEGRITY | RESPONSIBILITY | RESPONSIVENESS |RESPECT| CHARACTER