Senior Financial Analyst — Real Estate Dev & JV Growth

Jobot; Milwaukee (WI); On-site; USD 100,000 - 117,000; Full time

Benefits offered by this job

Comprehensive medical/dental/vision/pR

401(k) with company match

Paid time off and paid sick leave

Job summary

Jobot is seeking a Financial Analyst/Development professional in Milwaukee to join a high-growth real estate platform. You will build multi-year pro formas, analyze JV structures, and support capital markets activities throughout development, stabilization, and exit.

The role offers direct exposure to senior leadership, full lifecycle ownership, and a path toward managerial growth, with strong perks and competitive compensation.

Qualifications

• Bachelor's degree in Finance, Accounting, Real Estate, Business, or related field.
• 5+ years of experience in financial or business analysis, real estate development, capital markets, or investment analysis.
• Extensive Excel experience with advanced formulas, pivot tables, and multi-sheet financial modeling.

Responsibilities

• Develop and maintain sophisticated multi-year pro formas for prospective opportunities, incorporating development cash flows, equity partner returns, development fee timing, and ongoing management/licensing revenues.
• Model multi-family development pro formas including hard costs, soft costs, construction financing, permanent debt structures, equity returns, and long-term hold assumptions.
• Build detailed financial comparisons across different JV structures, equity ownership percentages, and co-investment scenarios to support partnership negotiations with external developers and investors.
• Model development fee accrual and revenue recognition, coordinating timing with construction milestones and contract deliverables.
• Track and analyze performance across an evolving portfolio of JVs at different lifecycle stages — from pre-financing through construction, leasing, stabilization, and exit.
• Analyze JV earnings, loss distributions, equity valuation changes, and impairment considerations for financial reporting and management review.
• Monitor and report on key drivers including absorption rates, achieved rents versus projections, operating expense budgets, and unit-level profitability.
• Analyze external financing structures including construction loans, permanent mortgages, mezzanine debt, and preferred equity; assess terms, conditions, and impact on project returns.
• Support capital-raising activities including financial cases and return scenarios for potential co-investors.
• Model sensitivity analyses around interest rates, leverage ratios, exit assumptions, and equity return thresholds.
• Design and maintain dashboards and reports tracking portfolio performance, investment returns, and development pipeline.
• Prepare executive-level analyses and recommendations on prospective opportunities, market conditions, and strategic initiatives.
• Support the broader Property Development team with forecasting, budgeting, and scenario analysis.
• Manage planning-system needs for Property Development, including data entry, model maintenance, and reporting.
• Support design and deployment of financial processes and reporting frameworks as the platform scales.
• Collaborate with Finance/Accounting and Corporate leadership to align on accounting treatment, financial planning, and strategic decision-making.

Skills

Advanced Excel

Attention to detail

Multitasking

Education

Bachelor's degree in Finance/Accounting/Real Estate/Business

Tools

SQL

SAS

Alteryx

Domo

Job description

Jobot is seeking a Financial Analyst/Development professional in Milwaukee to join a high-growth real estate platform. You will build multi-year pro formas, analyze JV structures, and support capital markets activities throughout development, stabilization, and exit.

The role offers direct exposure to senior leadership, full lifecycle ownership, and a path toward managerial growth, with strong perks and competitive compensation.