Senior Financial Analyst / Controller
Real Estate Development & Asset Management
Location: Metairie/New Orleans, Louisiana (preferred)
Employment Type: Full-Time
Company Overview
We are a vertically integrated real estate development, investment, and management company focused on the acquisition, development, financing, construction, and operation of complex real estate projects, including hospitality, multifamily, mixed-use, and commercial assets. Our projects involve sophisticated capital structures, construction financing, public incentives, joint ventures, and institutional capital partners.
We are seeking a highly motivated financial professional (CPA preferred but not required) to oversee accounting, financial reporting, cash flow forecasting, lender compliance, and financial analytics across multiple real estate projects and operating entities.
Position Summary
The Senior Financial Analyst / Controller will be responsible for maintaining accurate accounting records, preparing financial reports, developing detailed cash flow projections, monitoring debt compliance, supporting capital transactions, and providing strategic financial analysis to management and ownership.
The ideal candidate combines strong accounting expertise with financial modeling and analytical skills and has experience working with complex real estate developments, construction projects, hotels, multifamily properties, or private equity real estate investments.
Primary ResponsibilitiesAccounting & Financial Reporting
- Maintain general ledgers for multiple entities, projects, and ownership structures.
- Oversee monthly, quarterly, and annual financial close processes.
- Prepare and review financial statements, balance sheets, income statements, and cash flow reports.
- Coordinate with external CPAs, auditors, tax advisors, lenders, and investors.
- Manage intercompany transactions and consolidations.
- Track development costs, capital expenditures, construction draws, and project budgets.
- Ensure compliance with GAAP and company accounting policies.
Cash Flow Forecasting & Financial Planning
- Prepare and maintain detailed project-level and corporate cash flow forecasts.
- Monitor sources and uses of funds throughout development and stabilization periods.
- Analyze project liquidity requirements and financing needs.
- Create sensitivity analyses for occupancy, ADR, rent growth, construction costs, interest rates, and operating performance.
- Support refinancing, acquisition, disposition, and recapitalization decisions through financial analysis.
Loan Compliance & Capital Markets
- Monitor compliance with loan agreements, covenants, reporting requirements, reserve accounts, and debt service obligations.
- Prepare lender reporting packages, draw requests, borrowing base certificates, and covenant calculations.
- Track construction loan requirements and coordinate funding requests.
- Assist in managing relationships with banks, debt funds, preferred equity investors, and institutional partners.
- Maintain compliance calendars for financing and investor reporting obligations.
Asset Management & Analytics
- Analyze property operating performance against budgets, underwriting, and business plans.
- Prepare monthly and quarterly investor reporting packages.
- Evaluate operating trends, NOI performance, lease-up metrics, hotel operating statistics, and return projections.
- Track project returns, waterfalls, equity distributions, and investment performance.
- Support budgeting, forecasting, and annual business plan preparation.
Strategic & Special Projects
- Assist with acquisitions, development underwriting, and due diligence.
- Develop financial models for new developments and investment opportunities.
- Evaluate tax incentive programs, grants, historic tax credits, PACE financing, and other capital sources.
- Support executive management with ad hoc analyses and strategic initiatives.
QualificationsRequired
- Bachelor's degree in Accounting, Finance, Real Estate, or related field.
- 5+ years of experience in accounting, finance, real estate, development, hospitality, or investment management.
- Advanced Microsoft Excel skills, including financial modeling and forecasting.
- Strong understanding of financial statements and cash flow analysis.
- Excellent organizational and communication skills.
- Ability to manage multiple projects and deadlines simultaneously.
Preferred
- CPA designation.
- Experience with real estate development, construction accounting, hospitality accounting, or asset management.
- Familiarity with partnership accounting and complex ownership structures.
- Experience with loan compliance, lender reporting, and covenant monitoring.
- Experience with Yardi, MRI, QuickBooks, Sage, ProfitSword, M3, or similar accounting/reporting platforms.
- Knowledge of institutional real estate finance, private equity structures, and joint venture waterfalls.
Compensation
- Competitive salary based on experience.
- Annual performance bonus opportunity.
- Health insurance and benefits package.
- Paid time off and holidays.
- Opportunity to participate in high-profile development and investment projects.
Ideal Candidate
This position is ideal for a CPA, Senior Accountant, Financial Analyst, Assistant Controller, Controller, Asset Manager, or real estate finance professional seeking a hands-on role with significant exposure to development, construction, capital markets, and asset management activities across a sophisticated real estate portfolio.
Pay: From $75,000.00 per year
Benefits:
- Employee discount
- Paid time off
Work Location: In person
