Financial Analyst (Real Estate)
About The Position
Sage Ventures is a full-service vertically integrated residential development and investment firm. As a collaboratively run corporation, we develop, own, rehabilitate, sell, and manage exceptional properties throughout the greater Baltimore/Washington region. Position Summary: The Financial Analyst will play a critical role in managing and analyzing our rental property investments, with specific emphasis on reporting and analysis. This role involves regular collaboration with upper management, the finance department, and operations. The ideal candidate should possess strong analytical skills, exceptional attention to detail, excellent communication abilities, and a solid understanding of the asset life cycle to ensure operational excellence and bottom-line optimization. To achieve this, close collaboration with the OPS team, including site visits, will be required to ensure alignment between OPS operations and Asset goals.
Requirements
- Bachelor’s degree in finance, Real Estate, Business Administration, or related field.
- 2+ years of experience in asset management, real estate finance, or a related analytical role (internship experience considered).
- Familiarity with Yardi or other property management/accounting software is a plus.
- Proficiency in Microsoft Excel, PowerPoint, and data analysis tools.
- Understanding of real estate financial concepts such as NOI, CAPEX, and budget variance analysis.
Nice To Haves
- Familiarity with Yardi or other property management/accounting software is a plus.
Responsibilities
- Track underwriting goals and KPIs, align budgets and capital plans with asset strategies, and collaborate on renovations and cost optimization.
- Oversee Month End Review (MER), manage utility billbacks via YES Energy, and process monthly lease renewals.
- Support lender reporting (financials, green loan compliance, etc). Assist with investor distributions and quarterly analysis. Coordinate SWOT.
- Contribute to budget prep and review, coordinate with operations for alignment, and support long-term capital planning.
- Prepare executive presentations, maintain documentation and SOPs, assist with insurance and tax matters, and handle ad hoc projects.
Benefits
- Competitive salaries
- Medical, vision, dental
- PTO
- 401K with a company match
- Employee Assistance Program
- 20% rental discount at our properties
- Professional development in the multi-family housing industry
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
