Senior Financial Analyst

MMG Real Estate AdvisorsNashville, TN

About The Position

The Senior Financial Analyst is a high-ownership role for someone who has already proven they can run deals end to end and is ready to take on greater complexity, client exposure, and team leadership. You will own the most demanding underwriting assignments in the pipeline — large portfolios, nuanced deal structures, and high-profile advisory engagements — while serving as a primary quality control checkpoint for the broader team's output. This is not a role where you wait for direction. You will work directly with advisors and the Director of Financial Analysis to shape underwriting strategy, refine our proprietary model, and drive process improvements across the department. You will also play a hands-on role in developing Junior Analysts — reviewing their work, coaching them through complex deal mechanics, and helping set the standard for what institutional-quality analysis looks like at MMG. MMG promotes from within, and the Senior Analyst role is a direct steppingstone to team leadership and management positions within the Financial Analysis department. If you want to build something, not just occupy a seat — this is the right opportunity.

Requirements

  • Bachelor's degree in Business, Accounting, Finance, Real Estate, or a related field
  • 3–5+ years of direct experience in commercial real estate financial analysis, underwriting, or investment sales support, with a strong track record of owning deals end to end
  • Expert-level proficiency in Microsoft Excel, including complex financial modeling, nested functions, dynamic arrays, data tables, and scenario/sensitivity analysis
  • Deep familiarity with standard multifamily financial documents: rent rolls, trailing financials, capital expenditure reports, loan documents, and partnership/operating agreements
  • Proven ability to identify data anomalies, assess operational risk, and exercise sound analytical judgment under time pressure
  • Experience managing a high-volume pipeline of concurrent cases while maintaining exceptional accuracy and consistent deadlines
  • Strong written and verbal communication skills — able to present underwriting findings and defend assumptions to advisors, clients, and senior leadership
  • Demonstrated ability to mentor, coach, or develop junior team members in a collaborative environment

Nice To Haves

  • Prior hands-on experience with RedIQ, CoStar, Yardi Matrix, Real Capital Analytics, Locate Alpha, Salesforce, or similar CRE platforms
  • Direct experience in multifamily valuation, investment sales, or brokerage support functions
  • Proficiency in Excel VBA, macro development, or other automation tools that improve underwriting efficiency
  • Familiarity with affordable housing programs (LIHTC, Section 8, HUD) or other specialized multifamily asset classes

Responsibilities

  • Own and execute the most complex underwriting assignments from document intake through final approval — including large portfolios, mixed-structure transactions, and high-priority advisory engagements — producing valuations built entirely within our market-leading, institutional-grade proprietary analysis model
  • Analyze and interpret P&L statements, rent rolls, trailing 12-month financials (T12), capital expenditure reports, and loan documents, applying seasoned judgment to identify anomalies, risks, and operational drivers that inform the valuation
  • Build and maintain cash flow projections, rent comp analyses, and pro forma assumptions across a full range of multifamily asset types: existing stabilized, value-add, affordable, senior, student, and new construction
  • Lead the development of sensitivity analyses and return scenario modeling, collaborating with the Director of Financial Analysis to refine assumptions and present findings to the advisory team
  • Oversee document intake through RedIQ, ensuring accurate interpretation and population of the valuation model, and flagging data quality issues before they reach final output
  • Contribute to the ongoing refinement and enhancement of MMG's proprietary underwriting model, identifying opportunities to improve accuracy, efficiency, and usability
  • Generate and quality-check rent and sales comparability studies using CoStar, Yardi Matrix, Real Capital Analytics, Locate Alpha, and other third-party research platforms
  • Conduct in-depth demographic and economic research relevant to each property under evaluation, synthesizing findings into clear, actionable market context for the advisory team
  • Lead the preparation of market summaries and comparable analysis narratives in support of advisor Strategic Marketing Analyses (SMA)
  • Serve as a primary reviewer of Associate Analyst work product, providing detailed, constructive feedback and ensuring all deliverables meet MMG's brand and calculation standards before final submission
  • Mentor and develop Junior Analysts through day-to-day coaching, deal walkthroughs, and structured knowledge-sharing
  • Play an active role in onboarding and training new team members within the Financial Analysis department
  • Manage a high-volume caseload within Salesforce, maintaining accurate and up-to-date case statuses throughout the full workflow while balancing review and mentorship responsibilities
  • Lead or actively participate in daily underwriting calls with the FA team and advisor-facing office hours sessions
  • Communicate clearly and professionally with advisors on case status, deal strategy, open questions, and document requests — serving as a trusted analytical resource for the advisory team
  • Drive team process reviews and contribute substantive recommendations to ongoing workflow and quality improvements
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