Senior Real Estate Financial Analyst — AI-Driven Growth

Jobot; Raleigh (NC); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401k matching

Performance bonus

Job summary

Jobot is partnering with a growing real estate investment firm in Raleigh, NC, seeking a Senior Financial Analyst to join the finance team. You will work on property-level financial performance, valuations, capital planning, and strategic decisions, using AI tools to streamline reporting and analysis.

The role offers visibility into investment strategy, portfolio performance, and leadership collaboration. Compensation ranges from $70k to $90k base, with a 10% bonus and 401(k) matching, plus

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 3–5 years progressive financial analysis experience, including real estate exposure.
• Advanced Microsoft Excel capabilities with three‑statement modeling.
• Hands‑on experience using AI platforms for analysis and automation.
• FCCS experience: trial balance, consolidations, intercompany eliminations.
• Strong knowledge of NOI, cap rates, IRR, DSCR, LTV, and debt yield.
• Excellent communication and presentation skills.
• Onsite work five days per week in Raleigh, NC.

Responsibilities

• Prepare monthly/quarterly/annual financial statements for properties and funds.
• Analyze results, identify trends, and report to senior leadership.
• Monitor occupancy, rent growth, NOI, and operating expenses.
• Develop property valuations using direct cap and DCF methods.
• Build financial models and proformas for acquisitions, renovations, and refinancings.
• Compare actual vs. underwriting expectations and adjust forecasts.
• Run scenario and sensitivity analyses for investment decisions.
• Track capex budgets and assess returns on improvements.
• Support capital planning, hold-versus-sell analyses, and debt planning.
• Create dashboards and investment materials for executives/investors.
• Leverage AI to automate reporting and improve workflows.

Skills

Financial analysis

Excel modeling

AI in finance

Real estate metrics

Presentation skills

Onsite work

Education

Bachelor's degree in Accounting/Finance

MBA/CPA/CFA preferred

Tools

FCCS

AppFolio

Entrata

ARGUS

Job description

Jobot is partnering with a growing real estate investment firm in Raleigh, NC, seeking a Senior Financial Analyst to join the finance team. You will work on property-level financial performance, valuations, capital planning, and strategic decisions, using AI tools to streamline reporting and analysis.

The role offers visibility into investment strategy, portfolio performance, and leadership collaboration. Compensation ranges from $70k to $90k base, with a 10% bonus and 401(k) matching, plus