Sr. Financial Analyst

Essential Duties 

• Lead the execution of more complex financial analysis/modeling requests 

• Analyze and evaluate property rent rolls and operating statements of properties being considered for sale to determine feasibility and valuation 

• Prepare pro forma statements, discounted cash flow analyses, and Excel-based financial models with consideration of market conditions (both current and historical)  

• Conduct audits of existing financial models for accuracy of model inputs and validity of assumptions, identifying data gaps  

• Review and summarize tenant leases and articulate issues/concerns in a clear and effective manner 

• Conduct market research to analyze property and market conditions and synthesize findings in a clear and concise manner  

• Assist in collecting and evaluating required due diligence for sales transactions, proactively identifying and communicating necessary inquiries to clients to ensure accurate analyses and required information is provided in a timely and effective manner 

• Demonstrate ability to communicate analysis findings in a clear, compelling manner, answering clarifying questions, and making timely, accurate revisions in final work product materials 

• Develop high-level analysis summaries by identifying transaction considerations (strengths/weaknesses), trends, outliers, and logical inconsistencies  

• Assist in the preparation of final marketing materials and underwriting for sales transactions 

• Performs quality control reviews, ensuring work product is thorough, complete, and meets scope of work requirements, and identifying common themes for continuous development and actioning next steps to lead further training   

• Assists in training and development of other analysts, which may include development of training resource tools and material 

• Supports process improvement and automation initiatives through communicating improvement opportunities and suggesting potential solutions, and participating in related project task teams and user acceptance testing groups, as needed 

• Track and develop working knowledge of real estate fundamentals and industry trends 

• Performs other related duties as required or requested 

Other Requirements & Administrative Duties 

• Bachelor’s Degree (Business, Finance, Real Estate, etc.) preferred  

• Combination of education without a degree and corporate work experience may be considered 

• 1 to 4 years of commercial real estate financial analysis and cash flow modeling experience; Capital Markets experience a plus  

• Extensive experience with Argus Enterprise and other discounted cash flow tools required  

• Strong knowledge of real estate financial concepts and cash flow underwriting fundamentals 

• Highly proficient in Microsoft Office Suite, especially in Microsoft Excel 

• Passion for client delivery, with strong emphasis on producing high-quality work, meeting deadlines, and motivated to exceed expectations 

• Exhibits critical thinking and strong analytical skills with high attention to detail and accuracy 

• Demonstrates strong time management and organization skills  

• Takes charge and is proactive in all aspects of role 

• Growth oriented mindset, desire to learn more and shares knowledge to help others succeed 

• Ability to balance and prioritize multiple priorities in a high-volume, fast-paced environment, navigating challenges with a positive and solution-oriented mindset