(CG) (CR) Senior Real Estate Financial Analyst – 15367155810


Position: Senior Real Estate Financial Analyst

Working hours: M-F, 9 am to 5 pm PST | 12 am to 8 am Manila Time
Salary: USD 2000 – USD 3000

About the role:

This position will report to the President and COO, and will be accountable for the analysis, forecasting, and financial reporting elements of all real estate assets.


Investment Analysis:

  • Complete monthly and real-time financial analyses for each asset in relation to projected and actual asset performance.
  • Creation of monthly and ad-hoc internal and investor reporting materials
  • Integrate, analyze, and provide reporting for any revisions to approved budgets and asset business plans, but not limited to;
    – Development Schedule
    – Project Financial Model
    – Integration of General Contractor Construction Budget
  • Work with Accounting/Finance departments to ensure monthly financials match relevant financial models/projections.

Development Management:

  • Gather necessary information and lead bi-weekly reporting on pre-construction activities and costs (internal reporting).
  • Maintain the Company‚Äôs Portfolio reporting documents on a weekly basis (internal reporting)
  • With the Accounting/Finance group, ensure all asset-related invoices and project accounting deliverables are accurate and delivered to stakeholders in a timely manner.
  • Coordinate with Project Managers and Construction personnel biweekly on all draws, capital calls, AP requests, and communication of shortages.

Investor Reporting:

  • Lead the preparation of all external investor reporting materials
  • Utilize Investor Reporting Platform comprehensively to report (on schedule, consistently).
  • Communication of Asset status to investors throughout the process to ensure critical components are not missed, and risks are identified early.
  • Collaborate with Project Managers and Construction groups on follow up questions/issues from investors.
  • Support Finance/Accounting personnel in followup communications to Investors/lenders regarding all capital changes (contributions, refinancing, etc,).

Lender and Investor Documentation:

  • Ensure all executable documents are clearly identified and reflect the respective term sheets/agreements previously signed by the Company with Lenders and Investors.
  • Ensure all Asset reporting is in accordance with operating agreements and stated best practices.
  • Ensure all loan terms, extensions, or other changes are communicated with investors per requirements in operating agreements.

Corporate Operations, Legal, Insurance:

  • Utilize internal communications tools to ensure all necessary personnel have access to real-time Asset status and outstanding issues.
  • Work with the President and COO to develop reliable and repeatable processes across all asset management functions.
  • Work with project Management and Construction to ensure insurance best practices and coverage are in place at all times for each Asset.

Development Management:

  • During the pre-construction period:
    – Work with the Project Management and Construction team on all precon activities, with monthly analysis of line-by-line performance against underwriting.
    – Prepare asset management briefings for internal stakeholders, identifying and resolving any outstanding issues in bi-weekly meetings.
    – Integrate information from multiple internal and external resources to report detailed precon activities and costs in real time.
  • During the construction period:
    – Work with Project Management and Construction team on all asset development activities, including bi-weekly analysis of draws, line-by-line performance against Construction and overall Project budget,
    – Prepare asset management briefings for internal stakeholders, identifying and resolving any outstanding issues in weekly meetings.
    – Integrate information from multiple internal and external resources to report detailed precon activities and costs in real time.
  • Post-construction period:
    – Integrate all sales/marketing/leasing activities into current reporting
    – Continue projected asset performance analysis until the project is complete and disposed of.
    – Work with Accounting, Finance, and Project Management personnel to close out the project entity, including final distributions and reporting.


  • Must have two years of experience in a real estate industry
  • Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, project management, and financial reporting software
  • Ability to work well in a remote team environment
  • Ability to manage multiple projects at one time and meet deadlines
  • Demonstrated ability to plan, organize and prioritize responsibilities in order to consistently meet deadlines
  • Familiarity with real estate development financial documents, underwriting processes, and administrative needs.
  • Demonstrated ability to make good decisions based upon a mixture of analysis, wisdom, experience and judgment
  • Demonstrated ability to communicate clearly and succinctly to a variety of audiences from Leadership to Team Members
  • Demonstrated ability to effectively use company systems, processes, and reporting tools

Preferred Qualifications

  • Education: BS or BA- Business, Finance, or Real Estate Development
  • Strong Excel skills
  • Financial Modeling knowledge
  • Project Management background