Financial Analyst (FP&A)

Primary Responsibilities: The Financial Analyst is primarily responsible for building and maintaining various financial models for cashflow projections, valuation, and ad hoc analyses related to fund and corporate financial performance. The position is a great opportunity to learn about single-family rental (SFR) and build-for-rent (BFR) real estate in a fast-paced and collaborative environment.  

Skills & Competencies: 

• Bachelor’s degree in Finance, Accounting, Banking, and/or Real Estate, or MBA degree.  

• Prior coursework or equivalent professional experience in real estate investment, portfolio management, FP&A, or valuation required.  

• 1-3 years of experience as financial analyst for real estate investment, property management, brokerage, valuation, asset / wealth / portfolio management firms, private equity, or investment banks  

• Prior coursework or working knowledge of GAAP reporting. IFRS understanding helpful.  

• Good understanding of real estate valuation and underwriting techniques  

• Advanced proficiency in Excel  

• Excellent communication skills, both verbal and written  

• Good quantitative judgment, time management, and attention to details.  

• Thrive in a high growth and high degree of autonomy yet collaborative environment.  

• Working knowledge or willingness to learn VBA, R, and SQL  

• Knowledge in fair housing and local real estate laws, where applicable.  

Essential Job Functions: 

Portfolio and Corporate Financial Modelling  

• Maintain and build various in-house real estate cashflow models to evaluate and forecast investment performance at fund and/or market level for single-family rental and build-for-rent assets  

• Assist with G&A forecast  

• Assist with fund performance analytics and exit strategy by providing return and sensitivity analyses  

• Enhance existing Excel-based financial models using R or VBA automation  

• Extract source data via SQL query from various data sources  

• Other duties, as assigned by supervisor or leadership team.  

Valuation  

• Prepare routine fund portfolio valuation report using discounted cashflow, cost basis, and direct capitalization methods  

• Maintain and build in-house valuation models for recurring investor reporting and Board of Directors presentations  

• Keep track of residential home pricing and cap rate trends by sector and market to align model assumptions with external valuation partners  

• Maintain collaborative and productive relationship with third-party asset valuation partners for routine fair market value reporting  

Industry Research & Benchmarking  

• Monitor key sector and industry indicators, supply and demand, macroeconomic metrics at national and MSA-level  

• Benchmark platform performance with SFR/BFR industry key players  

• Other duties, as assigned by supervisor or leadership team. 

Key Metrics & Responsibilities: 

• Accuracy of financial models and turnaround timing for ad hoc analyses  

• Timeliness of monthly/quarterly deliverables  

Physical Requirements: 

• Must be able to work in office as regularly scheduled - Capable of working extended hours, including evenings, weekends and holidays as necessary. 

• Must be able to speak English in a clear and understandable voice so that various types of communications may be conducted with people of various levels of education and capabilities, to include the exchange and receipt of information over the telephone. 

• Able to see well enough to read faint or partially obscured writing or printing, with corrective lenses if needed. 

• Position may involve sitting, standing, stooping, kneeling, pushing, shoving, lifting, carrying and moving objects that can weigh up to 25 lbs. This movement can occur throughout the day. Must also be able to climb several flights of stairs if necessary. 

• Must be able to interact with all types of individuals, be mentally alert, detail oriented, and with good reasoning skills. 

• Must have finger dexterity for typing/using a keyboard. 

Environmental Requirements: 

• Must be able to work on more than one assignment at a time with frequent interruptions, changes and delays.  

• Must be able to remain focused and work effectively, efficiently, and cheerfully under such circumstances. For safety reasons, employee must remain alert to working conditions and aware of safety, health, and environmental concerns. 

• Must be able to work effectively and cheerfully in an environment which may be stressful due to adversarial situations resulting from the proper performance of duties. 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

DISCLAIMER:  This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time.