Strategic Financial Analyst

Overview

The Strategic Financial Analyst provides analytical and strategic support directly to the President & CEO and CFO of a multi-family real estate investment company. This role serves as a key resource across investments, capital markets, portfolio management, and executive reporting. The ideal candidate brings 2-3 years of experience from an accounting firm or financial services environment, combined with deep proficiency in financial modeling and a strong command of AI and technology tools that enhance speed and accuracy in analysis and reporting.

Qualifications

Education & Experience

• Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA track or CFA candidacy a plus
• 2-3 years of relevant experience at a public accounting firm, investment bank, financial services firm, or real estate investment company
• Prior exposure to real estate, private equity, or multi-family investment structures strongly preferred
• Must have a valid driver's license and annually provide proof of auto insurance

Technical Skills

• Advanced Excel proficiency required: complex financial modeling, dynamic proformas, sensitivity tables, and scenario analysis
• Demonstrated experience leveraging AI tools (e.g., ChatGPT, Copilot, or similar) to improve analytical workflows, automate reporting, and surface insights
• Proficiency with financial software and platforms (Yardi, Argus, or similar real estate platforms a plus)
• Experience with data visualization tools (Power BI, Tableau, or similar) preferred
• Familiarity with CRM, data room management, and investor reporting platforms

Core Competencies

• Exceptional analytical and financial modeling skills with a high degree of accuracy
• Strong executive presence and communication skills - able to synthesize complex data into clear, concise narratives for C-suite audiences
• Proactive self-starter who operates with urgency, ownership, and sound judgment
• High learning agility and intellectual curiosity; stays current on market tends, AI tools, and real estate finance innovations
• Comfortable working in a fast-paced, entrepreneurial environment with shifting priorities
• Highly organized with exceptional attention to detail and ability to manage multiple deliverables simultaneously
• High degree of professionalism, integrity and discretion when handling sensitive financial information
• Collaborative team player who builds strong relationships across departments

Responsibilities

Education & Experience

• Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA track or CFA candidacy a plus
• 2-3 years of relevant experience at a public accounting firm, investment bank, financial services firm, or real estate investment company
• Prior exposure to real estate, private equity, or multi-family investment structures strongly preferred
• Must have a valid driver's license and annually provide proof of auto insurance

Technical Skills

• Advanced Excel proficiency required: complex financial modeling, dynamic proformas, sensitivity tables, and scenario analysis
• Demonstrated experience leveraging AI tools (e.g., ChatGPT, Copilot, or similar) to improve analytical workflows, automate reporting, and surface insights
• Proficiency with financial software and platforms (Yardi, Argus, or similar real estate platforms a plus)
• Experience with data visualization tools (Power BI, Tableau, or similar) preferred
• Familiarity with CRM, data room management, and investor reporting platforms

Core Competencies

• Exceptional analytical and financial modeling skills with a high degree of accuracy
• Strong executive presence and communication skills - able to synthesize complex data into clear, concise narratives for C-suite audiences
• Proactive self-starter who operates with urgency, ownership, and sound judgment
• High learning agility and intellectual curiosity; stays current on market tends, AI tools, and real estate finance innovations
• Comfortable working in a fast-paced, entrepreneurial environment with shifting priorities
• Highly organized with exceptional attention to detail and ability to manage multiple deliverables simultaneously
• High degree of professionalism, integrity and discretion when handling sensitive financial information
• Collaborative team player who builds strong relationships across departments

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