Financial Analyst - Real Estate & Debt Management

Uncommon Schools • New York, NY

1d

About The Position

The Financial Analyst for Real Estate and Debt Management supports Uncommon Schools’ Home Office financial operations, with a focus on real estate analysis, financial modeling, and bond financing. The role helps secure and manage capital for maintaining and expanding school facilities, aligning financial planning with long-term goals and compliance standards. The analyst manages debt portfolios and financial tracking, partnering with Accounting, internal teams, external advisors, and other stakeholders to inform financing strategies and decisions.

Requirements

• 1–2 years of relevant experience.
• Bachelor’s degree in Finance, Accounting, or Business.
• Proficiency in Excel, including building and updating debt portfolio models, cash flow forecasts, and amortization schedules.
• Solid understanding of core finance principles.
• Experience gathering data and organizing complex documentation for financial transactions.
• Strong analytical and problem-solving skills, including the ability to break down complex questions and propose practical recommendations.
• Ownership mindset and ability to work independently and complete tasks end to end.
• Clear written and verbal communication skills.
• Ability to collaborate and build trust across functions.
• General technology fluency, including Microsoft 365, Excel, and modern collaboration tools.

Nice To Haves

• Familiarity with nonprofit debt structures, such as tax-exempt bonds, New Markets Tax Credits, or Community Development Financial Institutions.
• Interest in learning and applying automation or AI-enabled tools to improve financial analysis.

Responsibilities

• Own real estate financing and debt management workstreams.
• Maintain an organized database of bond documents, resolutions, and certificates.
• Manage and execute ongoing debt compliance reporting requirements.
• Design and implement systems to track and monitor debt covenants.
• Build, design, and maintain long-term forecasts for the debt portfolio and organizational cash flow.
• Coordinate with Accounting to prepare and update amortization and debt payment schedules.
• Support annual budget development by forecasting real estate and debt cash outflows.
• Support debt financing execution through modeling, data gathering, and coordination with involved parties.
• Prepare analysis and documentation for financing strategies, due diligence, and execution.
• Organize and manage due diligence materials for timely financing closings.
• Conduct market research and pricing analysis to evaluate financing and refinancing opportunities.
• Prepare materials for the Finance Committee and board members about bond and real estate financing.
• Collaborate with internal teams and external advisors to advance projects and meet deadlines.
• Support ongoing real estate initiatives and ad hoc financial projects.

Benefits

• 19 days of paid time off.
• Three weeks of paid Winter and Summer organization-wide holidays.
• Comprehensive health, dental, and vision insurance plans.
• 403(b) retirement savings program with employer match.
• Paid leave of absence options, including parental, medical, and disability leave.
• Mental health and counseling support, plus wellness benefits.
• Pre-tax flexible spending, dependent care, and health savings accounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level