
Senior Financial Analyst
15 hours ago
About the Company:
We specialize in hospitality investment and development across the US, focusing on drive-to destinations like national park gateway towns, beach towns, ski resorts, lake regions, and wine country.
Role Overview
We seek a dynamic Commercial Real Estate Analyst with a robust accounting and finance background, including strong expertise in handling financial statements, modeling, and budgeting. Though experienced across CRE asset types (multifamily, office, industrial, retail), a candidate with hands-on experience in hospitality real estate—and a deep understanding of P&L, REVPAR, ADR, and occupancy—is highly desirable.
Key Responsibilities
- Financial Modeling & Analysis: Build dynamic, Excel-based pro forma models; refine and improve existing models to support strategic decision-making.
- Underwriting & Deal Assessment: Underwrite new deals across a range of CRE assets, ensuring strong financial validation.
- Data Analysis: Analyze rent rolls, operating memoranda, T12s, and market comps to derive meaningful insights.
- Asset Management Support: Monitor performance, compile detailed reports, and drive asset management strategies across various portfolio types.
- Investor Communications: Prepare investment memos, investor updates, and performance dashboards using strong written English to ensure clarity and transparency.
- Strategic Insights: Support acquisition, development, and asset management initiatives, contributing to long-term growth strategy.
Requirements
- Experience: 3 – 5 years in CRE underwriting/investment analysis (preferably in the Hospitality sector), supported by a strong accounting and finance foundation.
- Hospitality Expertise: Prior experience in hospitality real estate with a clear grasp of key metrics (P&L, REVPAR, ADR, occupancy).
- Asset Management: Proven ability in monitoring asset performance and compiling reports that drive strategic decisions.
- Communication Skills: Exceptional written English skills for crafting nuanced, investor-focused updates and communications.
- Proactivity & Innovation: Demonstrated ability to underwrite deals, enhance existing financial models, and adapt strategies for evolving market conditions.
- Long-term Vision: A commitment to personal and professional growth within a rapidly expanding organization.
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