Senior Financial Analyst- Real Estate and Investments

Core responsibilities include: Portfolio analysis and strategy support Property operations and external coordination Capital projects and financial controls Treasury, funding, and reporting Transactions and governance support Measures of success include: Current, accurate, and audit-ready portfolio schedules, property records, cash forecasts, and project cost, timely analysis and approval materials for management. Coordinated property matters, capital projects, and transaction deliverables against defined budgets, schedules, approvals, and deadlines. Invoices, payment requests, commitments, and closing records with appropriate support, coding, approvals, and evidence of completion. Early identification and prompt escalation of material variances, legal or tax questions, unusual requests, and policy exceptions. Candidate profile and qualifications:

Required: 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.

Preferred: Bachelor's degree in finance, accounting, real estate, business, economics, or a related field; equivalent relevant experience will be considered. Working knowledge of commercial real estate transactions, leases, acquisitions, dispositions, closing documentation, and 1031 exchanges sufficient to provide analytical and administrative support.

Core competencies: Financial analysis, modeling, and attention to detail Strong organization, documentation, and disciplined follow-through Ability to manage multiple properties, projects, vendors, and deadlines concurrently Sound understanding of budgets, invoices, cash requirements, internal controls, and property economics Clear, concise communication with executives, owners, internal teams, and external professionals Initiative in routine execution with timely escalation of material decisions, risks, and exceptions Role characteristics: Individual contributor Direct reports: NoScope of influence: TEI real estate and investment portfolio Partners with internal leaders and external professional advisors

Physical requirements: Ability to sit and use standard office equipment for extended periods Ability to communicate by phone, video, email, and in person Ability to review detailed financial and legal documentation Reasonable accommodations may be made to enable individuals to perform essential functions

What's in it for you: We are an Equal Opportunity Employer that values our employees and offers a competitive pay and benefits package, an encouraging, supportive environment with training, professional development, recognition programs and career growth opportunities. Our benefits include medical, dental, vision, 401(k), life insurance, flexible spending account options, paid short-term and long-term disability, paid time off and paid Company holidays. We believe that people will always be the heart of our success. That is why we truly value our employees and work to inspire them. When these two powerful elements intersect at a workplace-ordinary people do extraordinary things. We are committed to delivering a work experience that is rewarding and fun, and are proud to have one of the longest tenured staffs in the industry. We invite you to bring your skills and expertise to our team and supply the fuel for growth.

Equal Opportunity Employer: This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.