Sr. Financial Analyst

HOLLADAY PROPERTY SERVICES MID WEST INC • Nashville, TN

2d

About The Position

Enriching lives through investment and service is the mission at the core of everything we do at Holladay. The Development and Investment Real Estate Sr. Analyst is responsible for conducting thorough market research, financial analysis, and due diligence to support real estate development projects and investment decisions. This role involves working closely with acquisition, development, and asset management teams to identify, evaluate, and execute profitable real estate opportunities.

Requirements

• MBA or Bachelor's degree in Real Estate, Finance, Economics, or a related field
• 2-3 years of experience in real estate analysis, development, or investment
• Strong understanding of real estate markets, valuation methods, and investment principles
• Proficiency in financial modeling and advanced Excel skills.
• Experience with real estate software and databases (e.g., CoStar, ARGUS, Yardi) essential
• Strong analytical and quantitative skills with attention to detail
• Ability to interpret complex data and translate it into actionable insights
• Ability to present complex information clearly and concisely
• Critical thinking and problem-solving capabilities
• Excellent written and verbal communication skills
• Strong interpersonal skills for collaborating with diverse teams and stakeholders
• Willingness to travel as needed for property evaluations and market research
• Ability to manage multiple projects and meet deadlines in a fast-paced environment

Nice To Haves

• Experience with data modeling and tools (Tableau, Power BI, etc.) is a plus
• Knowledge of statistical analysis tools and GIS software is a plus

Responsibilities

• Assist VP of FP&A in building AI tools and agents to enable business efficiencies and achieve transformational initiatives
• Learn business workflows and maintain company data in systems to ensure quality AI output
• Develop training for business users to use AI tools and agents
• Develop and maintain complex financial models for real estate projects – budgeting & forecasting, debt structures, cash flows, equity waterfalls, sell vs. hold analysis, etc.
• Perform sensitivity analyses and scenario modeling to evaluate potential risks and returns
• Create cash flow projections and calculate key financial metrics such as IRR, NPV, and ROI
• Support the budget and forecasting process including long-term planning
• Review monthly operating statements for accuracy and provide detailed explanations for budget variances
• Assist in the planning and execution of real estate projects through the investment lifecycle
• Produce quarterly investor reports & updates that include key financial metrics and investment performance
• Support the quarterly contributions and distributions process
• Prepare clear and concise reports on market trends, property performance, and cash flow recommendations
• Present findings and analysis to senior management and stakeholders
• Partner with the COO and CFO to support key initiatives
• Collaborate with cross-functional teams, including acquisition, development, and accounting/finance
• Conduct comprehensive market research on real estate trends, property values, and economic factors
• Analyze demographic data, local regulations, and competitive landscapes to assess project financial strength
• Prepare detailed reports on market conditions and trends to guide financial strategies

Benefits

• The Sr. Financial Analyst compensation will be based on experience and qualifications. This range is subject to local, state and regional dynamics and may be adjusted up or down depending on market conditions.
• Associates with more than twelve (12) months of service may request consideration to transfer to other jobs as vacancies become available and will be considered along with other applicants. To be considered, Associates must have a satisfactory performance record and have no disciplinary actions during the last twelve (12) months. Management retains the discretion to make exceptions to the policy.

What This Job Offers

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