Senior Real Estate Portfolio Financial Analyst

Thrall Enterpises

Chicago (IL)

On-site

USD 85,000 - 115,000

Full time

9 days ago

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Job summary

Thrall Enterprises, Inc. (TEI) is seeking a Senior Financial Analyst to oversee TEI's real estate and investment portfolio. You will deliver disciplined financial oversight, accurate analysis, and well-supported materials for governance and capital allocation decisions.

The role coordinates property operations, capital projects, and external relationships, ensures audit-ready documentation and effective controls, and provides clear status updates and timely escalation of risks to executives.

Qualifications

3–5 years of relevant experience in financial analysis, real estate, investment analysis, property accounting, treasury, asset management, or a related function.
Experience preparing budgets, cash flow forecasts, funding requests, financial models, invoice and payment support, project cost schedules, and property-level reporting in a strong internal-control environment.
Ability to analyze property performance, operating trends, valuation inputs, risks, and capital requirements and present findings clearly to management.
Experience coordinating with third-party property managers, HOA representatives, vendors, brokers, and professional advisors.
Experience supporting capital projects and property improvements, including budget tracking, invoice review, schedule monitoring, change orders, and project close-out.
Advanced spreadsheet and financial modeling skills, including proficiency with financial schedules, document management, electronic signature tools, and concise written reporting.

Responsibilities

Maintain portfolio schedules and reporting; analyze operating results, cash flows, valuation inputs, market information, risks, and capital requirements; and prepare models, scenarios, and recommendations for portfolio and capital-allocation decisions.
Serve as a primary internal contact for property managers, HOA representatives, brokers, legal counsel, title companies, vendors, and other advisors. Track property matters, agreements, insurance, maintenance, deliverables, and follow-up items.
Coordinate approved property improvements from scope through close-out. Monitor budgets, schedules, commitments, change orders, retainage, invoices, payment support, coding, taxes, and final documentation, and report material variances.
Prepare funding requests and cash flow forecasts; coordinate approved wire and check requests; maintain property budgets, cash activity, invoice logs, and payment records; resolve discrepancies; and follow segregation-of-duties requirements.
As needed, coordinate acquisition, disposition, and exchange activities from diligence through closing; administer documentation and signature workflows; track deposits, proceeds, deadlines, and post-closing items; and prepare factual materials for management, board, and property committee review.