Financial Analyst Job at Sanford Rose Associates - JFSPartners, Detroit, MI

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  • Sanford Rose Associates - JFSPartners
  • Detroit, MI

Job Description

A rapidly growing, multi-billion-dollar real estate investment firm is seeking a Financial Analyst / Associate Asset Manager to join its private investment team. This role supports a large portfolio of multifamily and commercial real estate assets and offers meaningful exposure to financial analysis, asset management, and operational decision-making . This role is a blend of Finance and Accounting work.

This is an excellent opportunity for a hands-on finance or accounting professional who wants to move beyond pure accounting and gain deeper involvement in forecasting, portfolio performance, and real estate operations .

Key Responsibilities

  • Review and analyze monthly financial statements and workpapers prepared by third-party property accounting teams
  • Build and maintain Excel-based cash flow projections and forecasts for an assigned property portfolio
  • Support monthly and quarterly close processes at the ownership/entity level
  • Prepare investor distribution calculations for syndicated investment vehicles
  • Assist with quarterly reporting packages, financial analysis, and performance summaries for senior leadership
  • Contribute to investor reporting and audit/tax support documentation
  • Support due diligence efforts related to acquisitions and dispositions
  • Partner with asset management and property management teams to review operational results
  • Participate in annual budgeting and long-range planning
  • Conduct limited travel for property reviews, audits, and market assessments
  • Assist with ad-hoc analysis and special projects as needed

Ideal Background

  • Bachelor’s degree in Accounting, Finance, or related field
  • 3+ years of accounting or financial analysis experience (public accounting highly desired)
  • Strong Excel skills required; real estate or property management systems experience is a plus
  • Experience with real estate, property management, or investment reporting preferred
  • Highly organized, detail-oriented, and comfortable managing multiple priorities
  • Strong communication skills and ability to collaborate cross-functionally

Job Tags

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