Financial Analyst (Real Estate Investment)

Jobot; Cary (NC); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401k matching

Annual bonus

Career growth opportunities

Job summary

Jobot, a Raleigh‑based real estate investment firm, seeks a Senior Financial Analyst to join the finance team. You’ll craft monthly/quarterly financials, model property valuations, and analyze capital investments.

You’ll partner with leadership on strategic decisions and leverage AI to enhance reporting efficiency. Ideal candidates bring real estate analytics strength, advanced Excel, FCCS experience, and the ability to communicate findings to executives.

Qualifications

• Bachelor’s degree in Accounting or Finance required.
• 3–5 years of progressive financial analysis, real estate preferred.
• Advanced Excel with multi‑statement modeling and cash flow projections.
• Hands‑on AI tools experience (ChatGPT, Claude, Copilot, Gemini) for analysis.
• FCCS experience for consolidations and reporting.
• Strong real estate metrics knowledge (NOI, IRR, cap rate, DSCR).
• Excellent analytical, presentation, and communication skills.
• Onsite work five days a week in Raleigh, NC.

Responsibilities

• Financial reporting and performance analysis for properties and funds.
• Property valuations using direct cap and DCF methodologies.
• Modeling for acquisitions, renovations, financings, and dispositions.
• Budgeting, forecasting, debt analysis, and hold‑versus‑sell decisions.
• Develop dashboards and reports; leverage AI to automate reporting.

Skills

Advanced Excel

AI in finance

Financial analysis

Leadership communication

Presentation skills

Education

Bachelor's degree in Accounting or Finance

MBA/CPA/CFA (preferred)

Tools

FCCS

AppFolio

Entrata

ARGUS

Job description

Job Details

Join one of Raleigh's fastest growing Real Estate Investment firms!

Salary: $70,000 - $90,000 per year

We are partnering with a growing, privately held real estate investment organization headquartered in Raleigh, NC, seeking a Senior Financial Analyst to join its finance team.

This organization specializes in real estate investments, acquisitions, and portfolio management, offering an opportunity to work closely with senior leadership on property‑level financial performance, investment valuations, capital planning, and strategic financial decisions.

The ideal candidate brings a strong foundation in real estate financial analysis, advanced Excel modeling, and financial reporting, along with the ability to leverage emerging AI technologies to improve reporting efficiency and financial decision‑making.

This is a highly visible position for someone who enjoys being hands‑on with financial data and wants to have a meaningful impact on investment performance and organizational growth.

Why join us?

This position offers direct exposure to investment strategy, property acquisitions, portfolio performance, and financial decision‑making within a growing real estate investment organization.

You’ll have the opportunity to work closely with leadership, leverage modern AI technologies, and contribute to the financial performance of an expanding real estate portfolio.

Compensation: $80,000–$90,000 base salary, plus a 10% annual performance bonus, with total target cash compensation of approximately $88,000–$99,000. Benefits are excellent & include a matching 401k!

Key Responsibilities

• Financial Reporting & Performance Analysis

  Prepare monthly, quarterly, and annual financial statements, including balance sheets, income statements, and cash flow statements, for individual properties and investment funds.

  Analyze financial results, identify trends and budget variances, and communicate findings to senior leadership.

  Monitor key real estate performance indicators, including occupancy, rental growth, delinquency, NOI margins, turnover, and operating expenses.

• Property Valuation & Financial Modeling

  Develop property valuations using direct capitalization and discounted cash flow methodologies.

  Build and maintain detailed financial models and property proformas supporting acquisitions, renovations, refinancing, and dispositions.

  Evaluate actual property performance against original underwriting assumptions and financial projections.

  Perform scenario and sensitivity analyses to support investment decisions.

• Capital Expenditures & Investment Returns

  Monitor renovation and capital expenditure budgets across investment properties.

  Analyze returns on capital improvements, including rental premiums, NOI growth, and overall investment performance.

  Assist with long‑term capital planning, reserve analysis, and investment optimization.

• Budgeting & Strategic Financial Analysis

  Develop annual operating budgets and quarterly financial forecasts in partnership with property management teams.

  Support refinancing decisions, debt analysis, and hold‑versus‑sell evaluations.

  Prepare financial dashboards, investment presentations, and reports for executive leadership and investors.

  Utilize AI technologies to automate financial reporting, analyze large datasets, validate financial models, and improve analytical workflows.

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 3–5 years of progressive financial analysis experience, including at least 2 years in real estate, ideally multifamily.
• Advanced Microsoft Excel capabilities, including building three‑statement financial models, cash flow projections, and sensitivity analyses from scratch.
• Hands‑on experience using AI platforms such as ChatGPT, Claude, Microsoft Copilot, or Gemini for financial analysis, reporting automation, and modeling, with the ability to independently validate outputs.
• Advanced experience with Oracle Financial Consolidation and Close Cloud Service (FCCS), including trial balance integrations, financial consolidations, intercompany eliminations, journal entries, and consolidated financial reporting.
• Strong understanding of real estate financial metrics, including NOI, capitalization rates, IRR, equity multiples, DSCR, LTV, and debt yield.
• Excellent analytical, communication, and presentation skills, including the ability to present financial findings to executive leadership.
• Ability to work onsite five days per week in Raleigh, NC.

Preferred Qualifications

• Experience with value‑add or renovation‑focused multifamily investments, particularly Class B/C properties.
• Knowledge of Fannie Mae, Freddie Mac, or bridge‑to‑permanent real estate financing.
• Exposure to private equity fund structures, investor reporting, and distribution waterfalls.
• Experience with AppFolio, Entrata, ARGUS, or comparable real estate financial platforms.
• MBA, CPA, CFA, or progress toward one of these credentials.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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