Our SelectLeaders client is seeking a highly motivated and experienced Financial Analyst to join their dynamic team. The Financial Analyst supports the finance and investment teams by developing and maintaining financial models, conducting valuation and performance analysis, and assisting in transaction due diligence for commercial real estate investments. This position requires a strong foundation in accounting, advanced financial modeling capabilities, and prior exposure to the real estate investment lifecycle. The role involves detailed analytical work, collaboration with cross-functional teams, and preparation of financial reports for internal decision-making.
Job Responsibilities
- Build and maintain detailed Excel-based models for underwriting, valuation, and forecasting of real estate assets (including DCF, IRR, cap rate, NAV, and sensitivity/scenario analysis)
- Support investment underwriting activities for acquisitions and developments by analyzing historical operating performance, market comparables, and lease terms
- Contribute to the preparation of investment analysis summaries and internal memoranda
- Assist in the preparation of quarterly valuation updates including NAV calculations and fair value estimates
- Analyze asset-level performance against underwritten and budgeted metrics
- Develop dashboards and reporting tools to track key operating and financial KPIs
- Participate in the budgeting process in collaboration with accounting and asset management teams
- Maintain forecasting models to project asset-level cash flows and consolidated portfolio performance
- Support the analysis of budget-to-actual variances and financial trends
- Coordinate with internal teams and external advisors during due diligence for acquisitions and dispositions
- Review financial statements, rent rolls, operating data, and third-party reports to support investment decisions
- Assist in compiling and organizing supporting documentation for capital partners, lenders, and internal review
- Prepare financial reporting packages for senior management and stakeholders
- Compile and synthesize financial data to support executive-level presentations and investment committee materials
- Ensure integrity and consistency in reporting across assets and business lines
- Identify and implement improvements in financial modeling tools, workflows, and data management practices
- Help develop and document best practices for financial analysis and reporting standards across the finance team
Qualifications
- Education: Bachelor’s degree in Accounting, Finance, or Economics required
- CPA designation or progress toward CFA preferred
- Experience:
- 2–3 years of experience in public accounting (Big 4 or top-tier advisory firm), preferably in Audit, Transaction Services, or Real Estate Assurance
- Exposure to commercial real estate, particularly in underwriting, financial modeling, or asset valuation contexts
- Experience preparing or reviewing financial statements, with an understanding of GAAP and fair value reporting
- Prior work supporting financial due diligence or real estate investment analysis strongly preferred
- Skills:
- Advanced proficiency in Microsoft Excel with experience building and auditing financial models (DCF, IRR, NPV, sensitivity/scenario analysis)
- Proficient in PowerPoint for supporting presentation materials for internal stakeholders and investment committees
- Familiarity with real estate analysis tools such as ARGUS, Yardi, MRI, or CoStar preferred
- Comfortable working with large datasets and integrating financial and operational data into models and reports
- Competencies:
- Strong attention to detail, with the ability to produce consistently accurate work under deadlines
- Solid analytical and problem-solving skills; capable of synthesizing complex financial data into clear insights
- Self-starter with strong organizational and time management abilities
- Effective communicator, able to collaborate across accounting, finance, and asset management functions
