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
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
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