Overview
A real estate investment and management organization is seeking a remote Financial Analyst to support the strategic and daily management of financial performance within a multi-family portfolio. This role requires working Pacific Time hours and involves gathering and analyzing financial data, interpreting trends and forecasts, and developing recommendations to optimize financial outcomes.
Responsibilities
- Compile and analyze financial information to prepare equity and financing packages summarizing key highlights, requirements, market data, and other financial metrics for corporate decision-making.
- Utilize AI tools to create presentation materials for stakeholders, including data visualizations, executive summaries, and supporting analyses.
- Prepare and review budgets, revenue, expenses, payroll entries, invoices, and other accounting documents; research and resolve discrepancies.
- Conduct market surveys for due diligence by preparing metrics, comparing and analyzing data, and finalizing roll-ups for audits.
- Complete various financial, accounting, administrative, and other reports and analyses as assigned.
- Oversee rent levels and occupancy figures by analyzing rent appropriateness and recommending incentives if necessary; act as liaison between corporate and property management; oversee property expenses and submit invoices for loan draws.
- Prepare rolling 5-year strategic plans, coordinate underwriting for large and opportunistic transactions, and oversee investment and co-investment programs.
Requirements
- Experience with multi-family portfolio financial analysis.
- Ability to work Pacific Time hours remotely.
- Strong analytical skills and attention to detail.
- Proficiency in financial reporting and budgeting.
- Effective communication skills for collaboration with various stakeholders.
Compensation & Benefits
- Annual salary range: $63,000 - $76,000.
- Eligibility for quarterly or annual bonus programs based on individual and company performance.
- Competitive medical, dental, vision, disability, and life insurance benefits with low or free employee medical costs for employee-only coverage.
- Generous paid time off including 15 vacation days, 4 personal days, 10 sick days, 11 paid holidays, and birthday off after one year of service; additional vacation accrued with tenure.
- 6-week paid sabbatical after 10 years of service and every 5 years thereafter.
- 401(k) plan with company match up to 6% after 6 months of service.
- Paid parental leave and lifetime fertility benefit reimbursement up to $10,000 (including adoption or surrogacy).
- Employee assistance program and additional voluntary benefits such as critical illness, accident, hospital indemnity, pet insurance, and legal plans.
- Charitable giving program.
Location
- Remote position with required work hours overlapping Pacific Time.
- Candidates located in Portland, Oregon; Idaho; or Washington are preferred.
Additional Information
- The organization considers qualified applicants with arrest and conviction records.
- All official communications will come from verified company email addresses; candidates should be cautious of fraudulent requests for sensitive information during the interview process.