Senior Financial Analyst jobs in United States
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MHW Search · 10 hours ago

Senior Financial Analyst

MHW Search has exclusively partnered with a Multifamily Investment firm in Houston. The Financial Analyst (or Senior Analyst DOE) role is responsible for supporting and executing a broad range of asset and investment-related activities across a growing real estate portfolio, focusing on monitoring and reporting on investment and property performance.

Staffing & Recruiting

Responsibilities

Analyze financial performance metrics, including occupancy, rental income, operating expenses, and capital expenditure trends
Develop and support strategies aimed at preserving and enhancing asset value
Prepare detailed reports and presentations summarizing performance, trends, and recommendations for senior leadership
Conduct market research to identify trends, risks, and opportunities within target markets
Maintain awareness of industry best practices and relevant regulatory considerations
Develop a strong understanding of competitive dynamics within assigned markets and apply insights to portfolio performance
Conduct periodic property visits to evaluate operational execution, capital needs, and alignment with business plans
Review and interpret legal and financial documents such as loan agreements, guarantees, and promissory notes, and coordinate with internal teams to ensure ongoing compliance
Perform property-level financial analysis, including operating statements, budget variance analysis, loan administration, lease review, and related reporting
Collaborate with internal and external property management teams to build, review, and manage capital expenditure budgets
Monitor business and market trends and recommend opportunities for expense optimization and revenue growth
Research and evaluate tools, processes, and strategies that may improve portfolio performance and efficiency
Coordinate with joint venture partners, construction teams, accounting, and property management to oversee lender draws, reserves, and holdbacks
Compare asset performance against original underwriting assumptions and industry benchmarks; present actionable recommendations on a monthly and quarterly basis
Prepare and deliver accurate, timely, and well-organized investor reporting
Maintain professional relationships with partners, management companies, lenders, contractors, and third-party consultants to ensure effective asset-level communication

Qualification

Financial analysisExcel proficiencyReal estate financeValuation methodologiesAnalytical skillsPresentation skillsWritten communicationVerbal communicationAttention to detailSelf-starter

Required

Bachelor's degree in business, finance, accounting, or a related field
Minimum of 2+ years of experience in multifamily asset management, property management, or real estate finance
Strong understanding of financial metrics and discounted cash flow analysis
Familiarity with valuation methodologies commonly taught in finance and real estate programs
Strong written, verbal, and presentation skills
Advanced Excel proficiency, including financial modeling and data analysis (macros preferred)
Strong analytical skills, sound judgment, and high attention to detail
Self-starter capable of working effectively in a lean team environment
Experience supporting value-add and/or stabilized multifamily portfolios

Company

MHW Search

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At MHW, we believe that exceptional leadership is the foundation of lasting impact.

Funding

Current Stage
Early Stage
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