5-7 years of experience in financial analysis, preferably in real estate
Strong proficiency in financial modeling and analysis
In-depth knowledge of debt financing and capital markets
Experience with asset-level financial performance monitoring
Bachelor's degree in Finance, Accounting, or related field
Responsibilities
Develop and enhance financial models for real estate transactions
Evaluate acquisition and development opportunities with detailed analysis
Support debt sourcing and procurement for various projects
Prepare comprehensive financing packages and lender presentations
Track and manage financing maturities and capital requirements
Collaborate with development teams on project budgets and cash flows
Monitor financial performance against established budgets and plans
Benefits
Comprehensive health insurance coverage
401(k) retirement plan with company match
Generous paid time off and holiday schedule
Opportunities for professional development and training
Flexible work arrangements
Full Job Description
JOB DESCRIPTION
Senior Portfolio Financial Analyst
Department: Finance
Reports To: Head of Portfolio Management
Location:New Jersey
Position Overview
The Senior Financial Analyst will play a key role in evaluating investment opportunities, supporting real estate development and acquisition activities, managing financing processes, and monitoring financial performance of the firm's residential portfolio. The position requires a strong understanding of real estate financial modeling, debt financing, capital markets, and asset-level financial analysis.
Primary Responsibilities
Develop, maintain, and enhance financial models for real estate acquisitions, dispositions, development projects, and existing asset investments.
Evaluate potential acquisition and development opportunities and analyze operating assumptions, construction costs, rents and capitalization rates.
Support the sourcing, evaluation, and procurement of debt for acquisitions, development projects, refinancings, and existing portfolio assets.
Prepare financing packages, lender presentations, underwriting materials, and financial analyses for banks and other capital providers 6 and analyze said proposals.
Track financing maturities, refinancing opportunities, interest rate exposure, and upcoming capital requirements across the portfolio.
Work with development and construction personnel to establish and monitor project budgets, sources and uses, and projected cash flows.
Prepare draw schedules, construction loan funding projections, and analyses of remaining project costs.
Monitor property-level and portfolio-level financial performance against budgets, underwriting assumptions, and business plans.
Prepare periodic financial reports, management dashboards, and variance analyses highlighting material changes in performance.
Conduct financial due diligence on prospective acquisitions.
Improve financial reporting processes, analytical tools, and standardized underwriting templates.
About CareOne
CareOne is a healthcare services company that provides assisted living, rehabilitation, and long-term care services to seniors. The company was founded in 1999 and is headquartered in Cranford, New Jersey.
