Senior Financial Analyst

Transwestern Commercial Services; Chicago (IL); Vor Ort; USD 90.000 - 120.000; Vollzeit

Zusammenfassung

Transwestern Commercial Services seeks a Senior Financial Analyst to lead financial analysis for complex lease and purchase decisions, building sophisticated cash flow models and delivering client-ready insights to influence decisions at the C-suite level.

You will mentor junior analysts, support brokers in pursuits, and contribute to process improvements while staying informed on market trends across CRE asset classes.

Qualifikationen

• 2–5 years of experience analyzing commercial real estate lease transactions.
• Strong understanding of GAAP, DCF, IRR, NPV and sensitivity analysis.
• Advanced Excel, PowerPoint and Word proficiency.
• Experience with CoStar and LeaseCalcs.
• Familiarity with Tableau or Power BI preferred.
• Ability to read and interpret leases and financial statements.

Aufgaben

• Lead financial analysis for high-value lease transactions.
• Build and maintain complex cash flow and scenario models.
• Explain lease accounting strategies using cash flow and EBITDA impact.
• Prepare executive presentations and client-ready recommendations.
• Mentor junior analysts and contribute to process improvements.
• Support business development with brokers.
• Manage multiple projects with accuracy.

Kenntnisse

Financial analysis

Lease analysis

DCF/IRR

Excel

PowerPoint

Data visualization

Communication

Ausbildung

Bachelor's degree

CPA/CFA/MBA (plus)

Real estate license

Tools

CoStar

LeaseCalcs

Tableau

Power BI

Jobbeschreibung

Transwestern is a vertically integrated commercial real estate firm dedicated to serving investors, partners and clients through expertise in investment, development, brokerage and property management. Our experience spans diverse property types, including logistics, multifamily, retail, mixed-use, healthcare, office, data centers, hotel, and life sciences. Across 35 offices nationwide, our team is united by a culture that cultivates agility, mutual trust and high performance.

Transwestern Services turns strategy into reality with consistency and accountability, collaborating to provide dynamic, tailored solutions. Whether representing a tenant, advising an investor or repositioning an asset, we operate with tenacity and own the outcome every time. Our 2,200-strong team works across service lines, ready to activate our full platform to deliver a customized, cohesive experience for clients.

POSITION SUMMARY

The Senior Financial Analyst will play a key role within the Tenant Advisory practice, providing advanced financial analysis and strategic insights to support corporate occupiers in real estate decision-making. This position is responsible for leading financial analysis and scenario development for complex lease and purchase transactions, developing sophisticated models that inform negotiations, market conditions, and delivering client-ready reports and recommendations that influence C-suite decisions.

In addition, the Senior Financial Analyst will contribute to business development by supporting brokers in pursuits, preparing abstracts, portfolio insights and identifying creative structuring opportunities that maximize tenant leverage. The role also includes mentoring junior analysts, improving team processes, and serving as a trusted advisor during client interactions.

The Senior Financial Analyst is expected to possess knowledge in various real estate asset types, understand asset cash flows, evaluate lease versus purchase scenarios, and stay informed about market conditions and dynamics.

It is also the responsibility of Senior Financial Analyst not only to exhibit legendary customer service when communicating with tenants, prospective tenants, owners, team members, and vendors but also to focus on productivity and results.

POSITION ESSENTIAL FUNCTIONS

• Lead financial analysis for high-value lease transactions, including new leases, renewals, subleases, buyouts, lease vs buy scenarios, and early restructures.
• Independently build, refine, and maintain complex cash flow and scenario models.
• Develop and explain lease accounting strategies using Cash, P&L, Balance Sheet, and EBITDA impact.
• Summarize and interpret lease documents, term sheets, proposals, and abstracts with attention to economics, concessions, and risk.
• Prepare executive-level presentations, provide RFP commentary, translate financial insights into clear strategic recommendations, and present findings confidently.
• Participate in client meetings and calls, serving as the financial expert alongside brokers.
• Develop detailed project scorecards, project timelines, and portfolio-level dashboards.
• Research and synthesize market conditions, comparables, cost benchmarks, and landlord trends.
• Manage a high volume of multiple projects, documents, and outputs with accuracy and organization.
• Train and mentor junior Financial Analysts on modeling techniques, report formatting, and presentation standards.
• Contribute to process improvement by enhancing financial templates, reporting packages, and visualization tools.
• Support business development by collaborating with brokers on pursuits and client pitches.
• Other duties as assigned.

POSITION REQUIREMENTS

Education

• A bachelor's degree with emphasis in real estate, finance, business administration, accounting, economics, or related field.
• A CPA, CFA, or MBA is a plus.
• A real estate license maintained in good standing.

Experience

• 2-5 years of experience analyzing commercial real estate lease transactions.

Technical Skills

• Strong understanding of financial and accounting principles (GAAP, DCF, IRR, NPV, sensitivit.y).
• Advanced proficiency with Microsoft 365 Excel, PowerPoint, and Word
• Advanced experience with CoStar and LeaseCalcs.
• Ability to read and interpret leases, public filings, financial statements.
• Familiarity with Tableau, Power BI, or other data visualization tools preferred.
• Build cash flow models and in-depth.

Personal Skills

• Demonstrate strong financial analytical and quantitative skill.
• Ability to comprehend, analyze, and interpret documents.
• Strong marketing, presentation, and communications skills.
• Stays abreast of current market conditions, practices, trends, and factors impacting CRE.
• Ability to find solutions and be self-managed / work independently.
• Ability to provide efficient, timely, reliable, and courteous service to internal and external clients.
• Ability to keep information and internal communications confidential.
• Exhibit excellent verbal and written communication skil