Senior Financial Analyst - Real Estate (Portfolio Finance & Asset Management) FlexEtc & CLP
Position: Full-time Preferred locations: Dallas, Atlanta, Phoenix or Miami Work arrangement: Remote, with periodic work from a FlexEtc facility in Dallas or Phoenix and from the planned Atlanta facility after it opens in 2027; limited travel required Compensation: $95,000-$120,000 base salary, plus a target annual bonus of up to 15%
About FlexEtc
FlexEtc is building a national operating platform providing businesses flexible private warehouse space, shared physical infrastructure, technology and community. Affiliated CLP investment vehicles acquire and own the real estate; FlexEtc operates the properties and member platform. The combined structure requires disciplined, accurate, continuously updated financial analysis across the operating company, individual properties and investment vehicles.
Why This Role
From day one, your models run a national portfolio: the forecasts and analysis you build are how senior leadership sees cash, performance and capital needs across FlexEtc and CLP. You work directly with senior leadership and with every team that feeds the numbers - no layers between your work and the decisions it drives.
The Role
FlexEtc is seeking a hands-on Senior Portfolio Finance & Asset Management Analyst to own day-to-day forecasting, reporting and recurring portfolio analysis across FlexEtc and CLP: an execution-oriented role working directly in the models, coordinating inputs across teams and turning accounting and operating data into reliable forward-looking forecasts. The position is not a CFO, controller, fundraising, acquisitions or product-development role; it is responsible for producing accurate, timely and decision-ready financial work and completing recurring portfolio-management analysis and administration. The expected focus is approximately 60% portfolio forecasting, modeling and reporting; 30% recurring asset and investment management analysis and administration; and 10% lender and investor financial reporting.
Key Responsibilities
- Prepare and maintain rolling three-month and 13-week cash forecasts: expected operating cash flows, debt service, construction funding and capital requirements.
- Update 12- and 24-month property and company forecasts using current occupancy, pricing, leasing, operating expense, construction and financing assumptions.
- Update seven-year property pro formas for material changes to the long-term outlook (lease-up variances, construction cost overruns, financing-assumption changes).
- Reconcile forecasts to actual results with accounting, keeping models consistent with the books.
- Maintain disciplined model version control, master assumptions and supporting documentation.
- Compare current forecasts with original acquisition underwriting and capital-call models.
- Identify and explain material deviations from the approved business plan.
- Flag emerging liquidity needs, covenant risks and cost overruns early.
- Coordinate inputs from operations, leasing, sales, construction and accounting, updating forecasts for current leasing activity, fill rates and known non-budgeted expenses.
- Follow missing or inconsistent information through to resolution.
- Prepare monthly budget-to-actual reporting, variance analysis and updated outlooks.
- Support quarterly valuation and property-performance reviews.
- Prepare financial schedules and analysis for investor presentations, quarterly reports and management materials.
- Maintain debt schedules, interest-reserve forecasts and covenant calculations.
- Maintain and reconcile investor equity schedules (contributions, distributions, preferred returns and equity balances); accounting retains ownership of official capital-account records.
- Prepare lender-ready financial packages and supporting schedules for financings, refinancings and construction draws.
- Maintain portfolio-level trackers (capital expenditures, tenant improvements, leasing milestones, delinquency and collections trends, property action items and business-plan initiatives).
- Maintain compliance and reporting calendars (lender and investor deliverables, covenant tests, insurance, property taxes and other property-level deadlines).
- Maintain portfolio and investor data in Agora, coordinating periodic updates and evaluating process improvements and reporting automation.
Required Qualifications
- Three to five years of experience in commercial real estate, FP&A, real estate lending, investment analysis, valuation, transaction advisory or a related analytical role; exceptional candidates with two or more years considered.
- Advanced Excel and financial modeling: cash-flow forecasting, scenario analysis and debt schedules.
- Comfort using AI-enabled and reporting tools to improve recurring analysis, documentation and workflow efficiency.
- Working knowledge of property-level operating statements, balance sheets and cash-flow statements.
- Understanding of commercial real estate fundamentals and debt financing.
- Strong attention to detail, model discipline and ability to reconcile information from multiple sources.
- Ability to organize multiple recurring deadlines and independently pursue required inputs.
- Clear written and verbal communication; comfortable presenting financial information to senior management and supporting lender discussions.
- Bachelor’s degree in finance, accounting, real estate, economics or a related field.
Preferred Experience
- Experience with a real estate owner/operator, private equity real estate firm, developer, REIT, CRE lender or transaction advisory group.
- Exposure to lease-up properties, construction budgets, interest reserves and multi-entity portfolio reporting.
- Experience with Yardi or a comparable real estate accounting platform.
- Experience preparing lender, investor or investment committee materials.
- Power BI, SQL or other data-reporting experience is helpful but not required.
What Success Looks Like
- Leadership has a reliable and current view of cash, performance and capital needs across FlexEtc and CLP.
- Forecasts and reports reconcile to accounting results and use consistent, well-supported assumptions.
- Lender and investor financial materials are accurate, complete and delivered on time.
- Potential liquidity, covenant and operating issues are identified early enough for the team to act.
Compensation and Benefits
The anticipated base salary range is $95,000-$120,000, depending on experience, capabilities and location, plus a target annual bonus of up to 15%. The position will also participate in FlexEtc’s applicable employee benefit programs.
FlexEtc is an equal opportunity employer and considers qualified applicants without regard to legally protected characteristics.
Pay: $95,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Bereavement leave
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
- Work from home
Work Location: Hybrid remote in Atlanta, GA 30080
