Senior Financial & Investment Analyst (Commercial Real Estate)

Job Description

Job Description

Senior Financial + Investment Analyst

A company in Columbia is looking for a Senior Financial Analyst to join their team. This position will be in office Monday through Friday, and the salary range is $90-105k plus bonus.

Essential Functions

• Provide advanced financial modeling support across departments for investment projects—including development, acquisitions, expense reviews, and capital expenditure proposals.
• Participate in cross-functional department and organizational initiatives as assigned.
• Conduct ad hoc management reporting, variance analysis, and executive-level analytical deliverables.
• Assist in preparing materials for Investment Committee review and approvals.
• Serve as liaison between Asset Management and Development teams to support underwriting and deal analysis.
• Lead quarterly forecasting and reporting processes for assigned assets.
• Coordinate with Asset Management and Accounting to collect, validate, and summarize budget inputs.
• Consolidate key performance data including revenue, NOI, occupancy, and other metrics to support earnings forecasts.
• Monitor portfolio-level risks, yields, NAV, and other performance indicators relative to benchmarks and targets.
• Present portfolio reviews and performance updates to Asset Management leadership.
• Provide financial support for asset-level decisions, including modeling lease scenarios, capital planning alternatives, and property-level EBIT.
• Provide training and support to internal teams regarding the budgeting and forecasting process.
• Perform other related duties and special projects as assigned.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3–6 years of relevant financial analysis or investment analysis experience.
• Experience in commercial real estate finance preferred.
• Proficiency with Microsoft Office (Excel, Word, Outlook); advanced Excel modeling strongly preferred.
• Ability to quickly learn and adapt to new software systems.
• Experience with financial analysis platforms preferred, such as:
• • ARGUS Enterprise
  • Yardi Forecast Manager
  • Yardi Valuation Manager

Other Requirements

• Strong understanding of financial planning, analysis, forecasting, and budgeting concepts.
• Ability to evaluate business conditions and assess financial implications.
• Strong problem-solving and data analysis skills; ability to collect, organize, and interpret financial data.
• Strong written and verbal communication skills; able to present complex concepts clearly.
• Strong interpersonal skills and a service-oriented approach when working with internal stakeholders.