Financial Strategy Analyst

Ascent Developer Solutions•Los Angeles, CA

2d•$85,000 - $100,000•Hybrid

About The Position

This role serves as a key liaison between Sales and Finance, partnering across teams to support real estate lending activity through financial modeling, pipeline management, and deal-level analytics. The position collaborates with Loan Officers, Credit, Data, and Technology teams to build and maintain models and tools that provide clear insight into pricing, structure, cash flows, and profitability. By maintaining a forward-looking pipeline of modeled deals, the role helps refine terms, improve conversion, and support informed decision-making ahead of Preflight and Credit Committee. The role also works cross-functionally to enhance reporting, automation, and platform capabilities that improve transparency and execution.

Requirements

Bachelor's degree in Finance, Real Estate, Accounting, or related field
0–2 years of experience
Strong Excel skills; comfort with formulas, sensitivity tables, and structured model inputs
Detail-oriented with strong organizational and follow-through skills
Clear written and verbal communication; comfortable asking questions and taking direction

Nice To Haves

internship or coursework in real estate finance or credit analysis a plus
Exposure to PowerBI or similar reporting tools a plus, not required

Responsibilities

Collaborate with Sales, Finance, and Credit to build and maintain financial models supporting loan pricing and structuring
Maintain a forward-looking pipeline of modeled deals, providing visibility into ROE, cash flows, leverage, and key risk drivers
Act as a bridge between Sales and Finance, translating deal complexity into clear economics and actionable feedback
Analyze pipeline and portfolio trends to recommend pricing, structural, and process improvements
Partner with Data and Technology teams to collaboratively build reporting, dashboards, and automation supporting the lending platform
The setup and ongoing maintenance of sold loan structures including key attributes for IO strip components, ensuring accurate and consistent representation in PowerBI.
Model complex loan transactions across a variety of client business lines while distilling the complexity into simple, user-friendly tools / reporting that foster clear and transparent client communications, including indicative terms and LOI disclosures
Analyze and provide deep insights into rate and fee structures, revenue recognition, forward cash flows / construction draw activity, leverage, loan duration, cost structures, and other components that drive ROE and ROA
Create tracking of the loan (and Sponsor) profitability (ROE and ROA) post loan payoff and compare to initial ROE and ROA expectations.
Assist in preparing investor and executive-level presentations, highlighting loan performance trends and market opportunities
Support onboarding and cross-departmental training efforts and materials
Recommend automation and process improvements where applicable