Financial Analyst

Responsibilities

• Collaborate with Portfolio Services and Operations to drive revenue performance, monitor expense trends, and enhance asset value across the portfolio.
• Proactively analyze market data, submarket dynamics, and competitive positioning to uncover revenue opportunities and identify operational risks.
• Review property financials, KPIs, and expense categories to detect variances and propose corrective actions.
• Perform rent and pricing analysis to inform leasing strategy, occupancy optimization, and NOI growth.
• Create financial dashboards, executive briefs, and analytics reports for senior leadership.
• Support annual budgets, reforecasts, capital planning, and operational performance reviews.
• Evaluate staffing models and centralized service efficiencies to boost portfolio performance.
• Provide underwriting and financial modeling support for acquisitions and management transition opportunities, assessing viability, upside, and strategic alignment.
• Analyze rent comparables, market surveys, expense benchmarks, and operations data to strengthen business development proposals.
• Identify operational improvement opportunities and integrate analytical insights into sales presentations and client pitches.
• Tour prospective acquisition or transition assets to assess financial, operational, and physical considerations.
• Prepare case studies and performance narratives highlighting centralized model, revenue growth initiatives, and expense discipline.
• Collaborate with senior leadership and Business Development to present financial insights in client meetings.
• Conduct outreach with prospective and current clients to support strategic growth initiatives.
• Work closely with Portfolio Services, Accounting, Operations, and Executive Leadership to align financial insights with execution.
• Translate complex financial data into clear, actionable recommendations.
• Support special projects related to growth initiatives, technology integration, centralized services, and performance improvement.
• Perform additional duties as assigned by the Director of Business Development or senior leadership.

Requirements

• Bachelor’s degree in Finance, Real Estate, Economics, or a related field with at least four years of relevant experience preferred.
• Strong Excel skills and financial modeling ability, including underwriting multifamily real estate investments.
• Ability to analyze and interpret complex operational and financial data.
• Knowledge of multifamily operations, budgeting, and capital planning preferred.
• Excellent communication skills with the ability to present financial insights clearly to internal and external stakeholders.
• Detail-oriented, organized, and capable of managing multiple projects in a fast-paced environment.
• Ability to conduct site visits and collaborate effectively with on-site teams.

Technologies

• Excel

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Work Environment

• Location: Alpharetta, GA
• Reports to: Director of Business Development
• In-office role based in Alpharetta, Georgia
• Highly collaborative environment with Portfolio Services, Operations, Accounting, Asset Management, Transitions, and Business Development teams
• Fast-paced, performance-driven culture requiring initiative, accountability, and strategic thinking
• Work Location: Hybrid remote in Alpharetta, GA 30022