Real Estate Financial Analyst

Jobot; Raleigh (NC); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Annual performance bonus

Full benefits package

Job summary

Jobot, a Raleigh-based real estate investment platform, seeks a Real Estate Financial Analyst to join our growing finance team. You will report to the VP of Finance and own reporting, valuation, proformas and budgeting across a large multifamily portfolio and fund structure while turning data into clear insights for leadership and investors.

100% on-site at our North Hills headquarters in Raleigh. Expect to use AI tools daily to automate reporting, build models and draft memos; 3–5 years of

Qualifications

• Bachelor’s degree in Accounting or Finance.
• 3–5 years of progressive financial analysis experience, with 2+ years in real estate.
• Advanced Excel: three-statement and cash-flow models from scratch.
• Experience using AI tools to automate reporting and analysis.
• Strong knowledge of real estate metrics: NOI, cap rate, IRR, DSCR.

Responsibilities

• Prepare monthly, quarterly and annual financial statements for properties and the fund.
• Analyze financial statements for trends and variances and explain drivers to leadership.
• Track property KPIs: occupancy, rent, rent growth, delinquency, turnover, NOI margin, expense ratios.
• Prepare property valuations using direct capitalization and DCF methods.
• Build/update property proformas for acquisitions, post-renovation stabilization, refinance and disposition.
• Compare actual performance against proforma and underwriting assumptions.
• Track renovation and capital expenditure budgets against actual spend by property and unit.
• Measure ROI on renovation spend via rent premiums and NOI lift.
• Support capital planning and reserve analysis.
• Prepare annual operating budgets and quarterly reforecasts with property management.
• Support refinance analysis and hold-versus-sell decisions.
• Prepare ad hoc analyses, dashboards and presentations for leadership and investors.

Skills

Advanced Excel

Financial analysis

AI tools

Three-statement models

Presentation skills

Communication skills

Education

Bachelor’s degree in Accounting or Finance

Tools

Claude

ChatGPT

Copilot

Gemini

FCCS

Job description

Real Estate Financial Analyst

$80000 - $90000 per year | Raleigh, NC | On-site | Permanent

$80K-$90K + 10% bonus | On-site in North Hills, Raleigh | Join a $700M+ multifamily platform that grew from 400 to 7,300+ units in under 3 years and promotes from within

A bit about us:

We are a Raleigh-based, vertically integrated real estate investment platform that acquires, renovates, operates and finances multifamily communities. Since our founding in 2020, we have grown to roughly 7,300 units across 85+ communities in more than 50 cities, with $700M+ in real estate assets under management and more than $60M deployed into renovations. We focus on Class B and C workforce and affordable housing in smaller, supply-constrained markets across the Southeast and Texas. In those markets, hands-on execution creates real value. Property management, construction, lending, capital advisory, insurance and asset management are all in-house. That gives our finance team direct visibility into every lever that drives performance.

Why join us?

• $80K-$90K base salary plus a 10% annual performance bonus
• Strong track record of promoting from within as the platform scales
• Direct exposure to leadership and the investment committee
• Class A headquarters in CAPTRUST Tower, North Hills
• AI-forward finance team that invests in tools to increase efficiency
• Full benefits package available

Job Details

What We Are Looking For:

We are seeking a Financial Analyst to join our growing finance team. You will report directly to our VP of Finance. This role owns financial reporting, valuation, proformas, capital expenditure tracking and budgeting across a large multifamily portfolio and fund structure. You will turn property and fund data into clear insights for leadership and investors. This is an AI-forward team: you will use tools like Claude, ChatGPT, Microsoft Copilot and Google Gemini every day to automate reporting, analyze data, build and check models and draft memos, and you will use sound judgment to verify the output. We move fast and value ownership, so this role suits someone who likes to spot problems, solve them and build better processes while the organization scales. This position is 100% on-site, Monday through Friday, at our North Hills headquarters in Raleigh, NC.

What You Will Do:

• Prepare monthly, quarterly and annual financial statements (balance sheet, income statement, cash flow) for properties and the fund.
• Analyze financial statements for trends and variances to budget and prior periods, and explain key drivers to leadership.
• Track and report property KPIs including occupancy, average rent, rent growth, delinquency, turnover, NOI margin and expense ratios.
• Prepare property valuations using direct capitalization and discounted cash flow methods.
• Build and update property proformas for acquisitions, post-renovation stabilization, refinance and disposition.
• Compare actual performance against proforma and underwriting assumptions.
• Track renovation and capital expenditure budgets against actual spend by property and unit.
• Measure return on renovation spend through rent premiums and NOI lift.
• Support capital planning and reserve analysis.
• Prepare annual operating budgets and quarterly reforecasts with property management.
• Support refinance analysis (loan sizing, cash-out proceeds) and hold-versus-sell decisions.
• Prepare ad hoc analyses, dashboards and presentations for leadership and investors.

What We Provide:

• Salaried, $80K-$90K
• 10% Annual Performance Bonus
• Full-Time
• Full Benefits Package Available

What We Believe:

Not sure if you meet every qualification? We still encourage you to apply! We value inclusivity, welcoming candidates from diverse backgrounds, including non-traditional paths. Unique experiences enrich our team, and the willingness to dream big makes you an exceptional candidate!

Requirements:

• Bachelor’s degree (4-year) in Accounting or Finance
• 3-5 years of progressive financial analysis experience, with at least 2 years in real estate (multifamily preferred)
• Advanced Excel, including building three-statement and cash-flow models from scratch and scenario and sensitivity analysis
• Advanced, hands-on professional use of AI tools (Claude, ChatGPT, Microsoft Copilot, Google Gemini) to automate reporting, analyze financial data, build and check models and draft memos
• Advanced Oracle Financial Consolidation and Close (FCCS) skills, including loading trial balances through Data Integration, running consolidations, managing intercompany eliminations and journals, and building reports from consolidated data
• Solid grasp of real estate metrics: NOI, cap rate, IRR, equity multiple, DSCR, LTV and debt yield
• Strong written and verbal communication, with the ability to present findings to leadership and investment committee

Preferred:

• Value-add or renovation experience with Class B/C multifamily
• Exposure to agency (Fannie Mae / Freddie Mac) or bridge-to-permanent refinancing
• Experience with distribution waterfalls and investor reporting in a private equity structure
• Familiarity with AppFolio, Entrata, ARGUS or similar tools
• MBA, CPA or CFA (or progress toward one)

We are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. We do not and will not discriminate in employment and personnel practices on the basis of race, sex, age, disability, religion, national origin, or any other basis prohibited by applicable law. Hiring, transferring, and promotion practices are performed without regard to the above listed items.

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.