FP&A & Investment Underwriting Analyst II

Gardner Capital, Inc.; St. Louis (MO); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Paid Time Off

Medical, Dental, and Vision insurance

Life Insurance

Opportunities for professional growth

Collaborative environment

Job summary

Gardner Capital, a private equity firm focused on affordable housing and renewable energy, is seeking a Financial Analyst II in St. Louis. You will lead complex financial analyses, build models, and support underwriting for acquisitions, refinancings, and development projects.

You will own parts of the budget and forecast, present to executives, and collaborate across Accounting, Asset Management, Development, and leadership while mentoring junior staff.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related discipline.
• 2–5 years of FP&A, investment analysis, valuation, or corporate finance experience.
• Advanced Excel, Power BI.

Responsibilities

• Independently develop and maintain complex financial models.
• Lead underwriting analyses for acquisitions, refinancing, and development projects.
• Own portions of the annual budget and rolling forecast process.
• Perform detailed variance analysis and recommend corrective actions.
• Prepare executive-level financial presentations.
• Evaluate investment returns, capital structures, and financing alternatives.
• Support lender, investor, and audit requests independently.
• Identify process improvements and automate recurring analyses.
• Collaborate with Accounting, Asset Management, Development, and Executive Leadership.
• Mentor interns and Financial Analyst II team members.

Skills

Financial modeling

Investment analysis

Business partnering

Problem solving

Process improvement

Education

Bachelor’s degree in Finance, Accounting, Economics, or related discipline

MBA/CPA/CFA preferred

Tools

Excel

Power BI

SQL

VBA

Job description

Gardner Capital, a private equity firm focused on affordable housing and renewable energy, is seeking a Financial Analyst II in St. Louis. You will lead complex financial analyses, build models, and support underwriting for acquisitions, refinancings, and development projects.

You will own parts of the budget and forecast, present to executives, and collaborate across Accounting, Asset Management, Development, and leadership while mentoring junior staff.