Richard, Wayne & Roberts ยท 5 days ago
Real Estate Finance Analyst
Richard, Wayne & Roberts is a fast-moving advisory group supporting national retailers, restaurants, financial institutions, and private equity firms on high-impact real estate decisions. The Real Estate Finance Analyst will play a critical role in supporting major companies through restructuring, acquisitions, and portfolio optimization, blending analytical work with client interaction.
Responsibilities
Reviewing and cleaning deal data from dealmakers (Excel + Salesforce)
Updating models, forecasts, KPIs, budgets, and reporting that drive high-stakes decisions
Setting up new projects and distributing updated data/models to the dealmaking team
Scrubbing deal terms, identifying issues, and preparing packages for client review
Interfacing with client finance/lease accounting teams to ensure accuracy
Participating in approval meetings twice weekly and tracking decisions
Coordinating with negotiators on documents, counteroffers, and lease administration
Qualification
Required
Must have retail or restaurant industry experience!
Experience in financial analysis related to real estate strategy and portfolio optimization
Proficiency in Excel and Salesforce
Ability to review and clean deal data
Experience in updating models, forecasts, KPIs, budgets, and reporting
Skills in setting up new projects and distributing updated data/models
Ability to scrub deal terms and prepare packages for client review
Experience interfacing with client finance/lease accounting teams
Participation in approval meetings and tracking decisions
Coordination with negotiators on documents, counteroffers, and lease administration