Real Estate Financial Analyst

Overview

We’re looking for a sharp, numbers-driven Financial Analyst to support real estate deal underwriting and loan packaging. This role is ideal for someone who is highly analytical, detail-oriented, and strong in Excel.

You’ll be reviewing deals, building financial models, and helping turn raw data into clean, lender-ready submissions.

Key Responsibilities

Deal Analysis & Underwriting

• Review rent rolls, T-12s, and financials
• Identify inconsistencies, missing data, and red flags
• Analyze cash flow, NOI, and expense ratios
• Validate data across multiple sources

Financial Modeling (Excel Heavy)

• Input and maintain deal data in financial models
• Build and adjust pro formas
• Analyze in-place vs. stabilized performance
• Stress test assumptions and flag risks

Data Organization

• Clean, organize, and standardize financial data
• Maintain accurate, audit-ready deal files

Loan Packaging

• Prepare lender submissions (summaries, cash flow, key metrics)
• Write clear deal summaries and emails to lenders
• Support overall deal presentation

Nice to Have

• Experience with real estate underwriting or acquisitions
• Familiarity with rent rolls and T-12s
• Background in accounting, real estate, property insurance, or legal

Requirements

• Strong financial and analytical skills
• Advanced Excel proficiency (must be an Excel power user)
• High attention to detail
• Ability to break down complex data into clear outputs
• Strong written English

What We’re Looking For

• Numbers person - detail-obsessed
• Organized and efficient
• Can handle multiple deals at once
• Comfortable in a fast-paced environment