Financial Analyst – Real Estate & Debt Management

Role Overview

The Financial Analyst for Real Estate and Debt Management plays a vital role in supporting our Home Office financial operations, focusing heavily on real estate analysis, modeling, and bond financing. In this role, you will help secure and manage the capital needed to maintain and expand our school facilities, ensuring our financial planning aligns with long-term goals while meeting compliance standards.

What You Will Do

Your work directly impacts our organizational stability by managing complex debt portfolios and executing strategic financial tracking. You will partner closely with internal teams, including Accounting, as well as external advisors and stakeholders to guide financing strategies and drive critical decisions.

Why It Might Be a Fit

You will act as the primary owner for all real estate financing and debt management workstreams, maintain a comprehensive and organized database for all bond documents, resolutions, and certificates, and manage and execute all ongoing debt compliance reporting requirements.

Requirements

• 1–2 years of relevant experience
• Bachelor’s degree in Finance, Accounting, or Business
• Proficiency in Excel with the ability to build and update debt portfolio models, cash flow forecasts, and amortization schedules
• Solid understanding of core finance principles
• Experience gathering data and organizing complex documentation for financial transactions
• Strong analytical and problem-solving skills, with the ability to break down complex questions and propose practical recommendations
• Demonstrated ownership mindset with the ability to work independently and see tasks through end-to-end
• Clear written and verbal communication skills
• Collaborative team player who builds trust and works effectively across different functions
• Strong general technology fluency, including Microsoft 365, Excel, and modern collaboration tools

Benefits

• 19 days of paid time off
• 3 weeks of paid Winter and Summer org-wide holidays
• Comprehensive Health, Dental, and Vision insurance plans
• 403(b) retirement savings program + employer match
• Paid leave of absence options (parental, medical, disability, etc.)
• Mental health and counseling support + wellness benefits
• Pre-tax flexible spending, dependent care, and health saving accounts

Tagged as: Excel, Financial Modeling