Financial Analyst

Enriching lives through investment and service is the mission at the core of everything we do at Holladay. The Development and Investment Real Estate Analyst is responsible for conducting thorough market research, financial analysis, and due diligence to support real estate development projects and investment decisions. This role involves working closely with acquisition, development, and asset management teams to identify, evaluate, and execute profitable real estate opportunities

Essential Duties and Responsibilities include but are not limited to the following:

AI Implementation

• Assist VP of FP&A in building AI tools and agents to enable business efficiencies and achieve transformational initiatives

• Learn business workflows and maintain company data in systems to ensure quality AI output

• Develop training for business users to use AI tools and agents

Financial Modeling and Analysis

• Develop and maintain complex financial models for real estate projects – budgeting & forecasting, debt structures, cash flows, equity waterfalls, sell vs. hold analysis, etc.

• Perform sensitivity analyses and scenario modeling to evaluate potential risks and returns

• Create cash flow projections and calculate key financial metrics such as IRR, NPV, and ROI

Asset Management Support

• Support the budget and forecasting process including long-term planning

• Review monthly operating statements for accuracy and provide detailed explanations for budget variances

• Assist in the planning and execution of real estate projects through the investment lifecycle

• Produce quarterly investor reports & updates that include key financial metrics and investment performance

• Support the quarterly contributions and distributions process

Reporting and Communication

• Prepare clear and concise reports on market trends, property performance, and cash flow recommendations

• Present findings and analysis to senior management and stakeholders

• Partner with the COO and CFO to support key initiatives

• Collaborate with cross-functional teams, including acquisition, development, and accounting/finance

Market Research and Analysis

• Conduct comprehensive market research on real estate trends, property values, and economic factors

• Analyze demographic data, local regulations, and competitive landscapes to assess project financial strength

• Prepare detailed reports on market conditions and trends to guide financial strategies