Corporate Financial Analyst

Avenue5 Residential, LLC•Seattle, WA

About The Position

The corporate financial analyst supports key strategic financial initiatives across the organization. This role is primarily responsible for building, enhancing, and maintaining advanced Excel-based financial models that support acquisition analysis, capital planning, and executive decision-making. This individual plays a critical role in developing analytical tools and insights to inform leadership. Success in this role requires strong technical modeling expertise, attention to detail, and the ability to translate complex financial data into clear actionable insights.

Requirements

Bachelor’s degree in finance, accounting, economics, or related field
Two to five years of experience in corporate finance, public accounting, investment banking, private equity, or related field
Advanced Excel skills with a strong emphasis on financial modeling required
Demonstrated ability to build and maintain complex financial models from the ground up
Strong analytical and problem-solving skills
Excellent written and verbal communication skills
High level of integrity and ability to handle confidential information
Strong technical modeling capability and attention to detail
Ability to structure complex problems into clear, logical models
Intellectual curiosity and continuous improvement mindset
Ability to manage multiple priorities under tight deadlines
Strong interpersonal and collaboration skills
Required to complete and successfully pass the Avenue5 Fair Housing and Preventing Discrimination and Harassment training and other courses, if assigned
Ability to lift, push, and pull up to 25 pounds
Must be able to remain stationary, move around, reach, and position oneself as needed for extended periods of time
Ability to communicate and express or exchange ideas with others, as well as those activities in which they must convey detailed or important instructions to other workers accurately, loudly, or quickly
Ability to perceive the nature of sounds at normal speaking levels, including the ability to receive detailed information through oral communication, and to make the discriminations in sound
Visual requirements, including color, depth perception, and field vision
Ability to compare, copy, coordinate, synthesize, negotiate, communicate, and instruct
Ability to tolerate stressful situations
Ability to work independently or under minimal supervision

Nice To Haves

Experience in real estate, property management, or related industry
Familiarity with debt agreements and financial covenants
Experience supporting acquisitions or investment analysis
CPA, CFA, or progress toward certification is a plus

Responsibilities

Design, build, and maintain complex Excel-based financial models to support acquisitions, financing decisions, and corporate strategy
Ensure models are accurate, well-structured, auditable, and scalable
Continuously improve and refine models based on evolving business needs and feedback from leadership
Run scenario analysis and sensitivity testing to support decision-making
Translate model outputs into clear summaries, dashboards, and supporting materials for executive review
Support evaluation of potential acquisition targets through detailed financial modeling and analysis
Assist with due diligence by organizing and analyzing financial and operational data
Prepare materials that support investment recommendations (models, summaries, presentations)
Support loan covenant tracking and compliance through accurate data aggregation and model outputs
Assist in preparing periodic reporting packages to banking partners
Maintain supporting schedules and analyses used in covenant calculations
Support sensitive, high-impact projects as directed by executive leadership
Assist with capital planning, budgeting, and forecasting through model development and analysis
Build ad hoc analyses and tools to support evolving corporate finance needs
Perform other related duties or ad hoc projects within the scope of responsibilities