• Partner with the Chief Financial Officer on budgeting, forecasting, and financial planning for the company and its real estate holdings
• Build and maintain dashboards that monitor key business metrics across investments and operations
• Support quarterly and ad hoc investor reporting, including IRR/MOIC analysis and JV waterfall models
• Analyze historical financial and operational data to identify trends, risks, and opportunities
• Assist with audit and tax support packages and internal reporting processes
• Build Excel-based financial models for scenario planning and what-if analysis
• Collaborate with acquisitions and asset management teams to track deal performance and leasing metrics
• Work with Yardi, Juniper Square, and other platforms to aggregate, clean, and analyze data for executive reporting
  
  

• Bachelor’s degree in finance, accounting, data science, real estate, or a related field
• 3–5 years of relevant experience in real estate private equity, investment analysis, or financial analytics
• Have worked in a corporate development role, finance, etc., and are more forward-looking generally
• Strong financial modeling skills and proficiency in Microsoft Excel
• Experience with business intelligence tools such as Power BI, Tableau, or similar platforms preferred
• Familiarity with accounting systems (Yardi a plus) and investor portals like Juniper Square
• Excellent attention to detail and the ability to synthesize complex data into clear insights
• Strong communication skills and a collaborative, team-oriented mindset
• Know or be familiar with the following:
• Variance to budget
• Cash forecasting
• Step into a financial model and understand it
• Set up a system to get data out of Yardi and get it presented in a way through Power BI (as an example, but could be another program)
• With an understanding of what a financial planning and analysis professional is, and the responsibilities of an FPA private, multi-family real estate investment firm

Please refer to job description.