Real Estate Financial Analyst

Soni; New York (NY); On-site; USD 80,000 - 100,000; Full time

Job summary

Soni, a leading professional services firm in New York, seeks a Real Estate Financial Analyst to support financial analysis, valuation, and client reporting. You will work closely with senior leadership to evaluate property performance, reconcile financial information, and prepare analyses for client engagements.

The role requires a Bachelor’s degree and 3+ years in financial analysis or related fields, with advanced Excel skills and NYC real estate familiarity.

Qualifications

• Bachelor’s degree in Finance, Accounting, Real Estate, Economics, Business, or a related field.
• Three or more years of experience in financial analysis, real estate, valuation, accounting, underwriting, or a related discipline.
• Advanced Excel skills, including financial modeling and data reconciliation.
• Experience reviewing property financial statements, rent rolls, and operating information.
• Strong analytical skills, attention to detail, and organization.
• Ability to manage competing deadlines and communicate effectively with internal and external stakeholders.
• Familiarity with New York City real estate preferred.

Responsibilities

• Analyze property financial statements, operating budgets, rent rolls, and income and expense data.
• Prepare financial models, projections, valuation analyses, and supporting schedules.
• Research market trends and comparable properties.
• Identify discrepancies across financial records and coordinate follow-up with relevant parties.
• Prepare reports and financial summaries for internal review and client presentation.
• Review project costs, invoices, and supporting documentation for accuracy and completeness.
• Maintain accurate records and track deliverables across multiple engagements.
• Improve reporting templates and analytical processes.

Skills

Advanced Excel

Financial modeling

Data reconciliation

Analytical thinking

Attention to detail

Communication

Education

Bachelor’s degree in Finance/Accounting/Real Estate/Economics/Business

Tools

Microsoft Excel

Job description

An established professional services firm is seeking a Real Estate Financial Analyst to support financial analysis, property valuation, and client reporting. This position will work closely with senior leadership to evaluate property performance, reconcile financial information, and prepare analyses supporting client engagements.

Responsibilities

• Analyze property financial statements, operating budgets, rent rolls, and income and expense data.
• Prepare financial models, projections, valuation analyses, and supporting schedules.
• Research market trends and comparable properties.
• Identify discrepancies across financial records and coordinate follow-up with relevant parties.
• Prepare reports and financial summaries for internal review and client presentation.
• Review project costs, invoices, and supporting documentation for accuracy and completeness.
• Maintain accurate records and track deliverables across multiple engagements.
• Improve reporting templates and analytical processes.

Qualifications

• Bachelor’s degree in Finance, Accounting, Real Estate, Economics, Business, or a related field.
• Three or more years of experience in financial analysis, real estate, valuation, accounting, underwriting, or a related discipline.
• Advanced Excel skills, including financial modeling and data reconciliation.
• Experience reviewing property financial statements, rent rolls, and operating information.
• Strong analytical skills, attention to detail, and organization.
• Ability to manage competing deadlines and communicate effectively with internal and external stakeholders.
• Familiarity with New York City real estate preferred.

Compensation: $80,000-100,000

Salary is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications.