1224DP - 388JUN | Real Estate Financial Analyst & Executive Assistant

Position Title: Real Estate Financial Analyst & Executive Assistant
Location: [Location]
Employment Type: Full-time
Reports To: [Executive Name or Title]
Overview:
We are looking for an organized and detail-oriented individual to support the financial and operational aspects of our real estate portfolio, focusing on apartment buildings, strip centers, and assisted living facilities. The ideal candidate will have experience in bookkeeping, financial modeling, and excellent research, communication, and organizational skills.
Key Responsibilities:

1. Bookkeeping & Financial Management:
   • Maintain financial records, process accounts payable/receivable, and handle payroll.
   • Reconcile financial statements and ensure regulatory compliance.
   • Prepare financial reports (P&L, balance sheets, cash flow).
2. Financial Modeling & Projections:
   • Develop financial models for investment decisions.
   • Prepare projections and forecasts for real estate projects.
   • Analyze property performance and market trends.
3. Research & Due Diligence:
   • Conduct market research and assess investment opportunities.
   • Perform due diligence, including financial analysis and risk assessments.
   • Analyze competitors, market conditions, and demographic data.
4. Executive Assistance:
   • Provide administrative support, including calendar management and travel coordination.
   • Prepare materials for board meetings and high-level presentations.
   • Handle confidential information discreetly.
5. Communication:
   • Create presentations that simplify complex financial data for executives and stakeholders.
   • Ensure consistency and professionalism in all communication materials.
   • Assist with editing business reports and proposals.
6. Organizing & Project Management:
   • Manage project documentation and coordinate with external stakeholders.
   • Track timelines, budgets, and deliverables for successful project execution.

Necessary Skills:

• Proficiency in QuickBooks and accounting software.
• Advanced Excel and PowerPoint skills.
• Familiarity with Google Workspace (Sheets, Docs, Slides).
• Strong presentation design and communication skills.
• Experience in real estate financial analysis and due diligence.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Real Estate, or related field.
• 3-5 years of experience in financial analysis or bookkeeping, preferably in real estate.
• Strong analytical, research, and organizational skills.
• Proficient in Microsoft Office and Google Workspace.

Preferred Qualifications:

• Experience with apartment buildings, strip centers, or assisted living facilities.
• Familiarity with real estate investment analysis and property management software.

Compensation:

• Competitive salary based on experience.
• Benefits package including health insurance, retirement plans, and paid time off.