Cash Flow Analyst

About the Client

• Commercial real estate experts specializing in retail, industrial, office, and self-storage acquisitions across the Northeast and Mid-Atlantic.
• Over $1.5B+ in transaction experience, led by a Principal with 18 years of investment expertise and proven market performance.
• Data-driven investment strategy focused on core, core-plus, value-add, and development opportunities.
• Lean, high-performing team structure where every hire meaningfully contributes.
• A culture built on ownership, precision, independent thinking, and sound financial judgment.

About WeAssist

• Founded by Reef Colman with the mission to empower individuals and create meaningful opportunities for families.
• Fast and intentional recruiting focused on long-term fit, stability, and growth—not just filling roles.
• A global network of 100+ outsourced professionals supporting U.S.-based businesses.
• Strong commitment to community initiatives, including education, homelessness support, and social impact efforts.
• An inclusive, growth-oriented culture where remote professionals develop and thrive.

Key Responsibilities – Cash Flow Analyst

• Financial Modeling & Underwriting
• Asset Management & Cash Flow Analysis
• Reporting, Insights, and Financial Commentary
• Accounting & Bookkeeping Support
• Administrative & Document Management

Additional Information

Review this document first:

How to Prepare for the Recruiting Process

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Why They Are Hiring a Cash Flow Analyst

The Cash Flow Analyst will serve as a financial partner to the Principal—supporting rapid deal review, accurate cash flow interpretation, and controller-level oversight. As deal volume increases and asset management demands rise, they need an analytical operator who can evaluate real estate deals, identify risks early, interpret financials with precision, and support fast strategic decisions.

This role blends underwriting, asset management, financial modeling, and real-estate-specific analysis. It is an opportunity to influence investment decisions and grow into a trusted financial advisor within the firm.

Qualifications:

Must-Haves

• Commercial real estate experience.
• Advanced Excel modeling skills (formulas, underwriting logic, cash flow analysis).
• Confident reviewing financials and identifying inaccuracies.
• Strong analytical and quantitative abilities within a real estate context.
• QuickBooks familiarity (basic to intermediate).
• Clear and confident communication skills.
• High attention to detail, accuracy, and strong financial judgment.

Nice-to-Haves

• Experience with Argus, MRI, Yardi, or AppFolio.
• Familiarity with U.S. GAAP.
• Understanding of waterfall modeling.
• CoStar or CRE research experience.
• Comfort with AI tools.

Responsibilities:

Financial Modeling & Underwriting

• Underwrite commercial real estate deals, from quick-scan assessments to full investment models.
• Validate seller information and verify financial assumptions.
• Conduct due diligence and market research.
• Build and refine complex cash flow models in Excel.
• Provide clear recommendations based on financial logic and market data.

Asset Management & Cash Flow Analysis

• Track and interpret cash flow for portfolio assets.
• Review monthly financials and identify anomalies.
• Update quarterly actuals in asset management models.
• Perform lease analysis and evaluate tenant/rent structures.
• Support tax preparation and lender communications.

Reporting, Insights & Commentary

• Provide financial insights—not just numbers—and explain assumptions clearly.
• Walk the Principal through key analyses and trends.
• Assist with presentations, memos, and investment documentation.

Accounting & Bookkeeping Support

• Review financial statements confidently and accurately.
• Perform bookkeeping for small assets using QuickBooks.
• Eventually oversee bookkeeping for three personal entities.

Administrative & Documentation

• Reorganize Dropbox folders, deal files, and documentation.
• Review leases and loan documents.
• Maintain organized, accurate data across all platforms.

About the Client’s Firm

The client is an established real estate investment firm operating across the Northeast and Mid-Atlantic, with a portfolio covering retail, industrial, office, and self-storage assets. With nearly two decades of experience and a track record of over $1.5B in transactions, they combine deep market insight with disciplined underwriting and hands-on asset management.

Team members work closely with leadership, contribute directly to investment success, and play a meaningful role in strategic decision-making.

Culture and Core Values

The firm values clarity, performance, and collaboration. They look for professionals who:

• Bring their best every day
• Demonstrate integrity in all decisions
• Create impact through thoughtful work
• Continuously learn and grow
• Work collaboratively to elevate outcomes

This is a culture built on trust, accountability, and excellence.

What’s in It for You

• Long-term growth and increasing responsibility
• Fully remote role aligned with EST hours
• Opportunity to develop into higher financial functions
• Performance-based raises and bonuses
• Exposure to high-level deals and sophisticated CRE structures
• Direct influence on financial strategy and investment decisions
• Expansion into advanced modeling and CRE technology tools

Perks

• 13th month bonus
• Permanent remote setup
• Health, dental, and mental health insurance
• Competitive starting salary
• Growth opportunities
• Performance-based raises
• Bonuses and incentives

Specifics

Time:

Full-time, 8:00 AM – 5:00 PM EST; Remote work

Requirements:

• Business-casual attire for meetings
• Clean background, good camera, strong microphone
• Reliable internet connection

Tech Stack – Must-Have:

• Microsoft Office (Excel, Outlook, PowerPoint, Teams)
• QuickBooks
• iMessage
• Dropbox

Nice-to-Have:

• Argus
• Yardi
• MRI
• AppFolio
• CoStar
• AI Tools

Compensation:

$12,000 – $18,000 per year (fixed rate)