Job Description

Senior Finance Manager

We’re hiring a highly technical Senior Finance Manager to help shape enterprise financial strategy as a real assets platform moves from rapid growth into a more institutional operating model.

This position blends corporate finance, portfolio-level analytics, and structured capital markets work. You’ll be the “modeling engine” for leadership—building institutional-quality models from the ground up and translating outputs into clear recommendations around capitalization, liquidity, and long-term value creation.

You’ll partner closely with senior decision-makers to consolidate portfolio cash flows, evaluate recapitalization paths, test securitization/structured finance options, optimize cost of capital, and uphold rigorous underwriting and diligence standards.

Key Responsibilities

1) Corporate & Portfolio Financial Strategy

• Create and maintain fully integrated three-statement corporate financial models
• Build portfolio roll-ups that consolidate asset-level operating performance and cash flows
• Evaluate recapitalization outcomes (e.g., buyout, minority/structured equity, alternative capital solutions)
• Model securitization concepts backed by stabilized affordable-housing cash flows
• Assess valuation, NAV, and cost-of-capital implications across scenarios
• Deliver sensitivity and scenario analysis to support capital allocation decisions

2) Capital Markets & Capital Stack Optimization

• Analyze refinancing approaches and structured debt alternatives
• Model multi-tranche debt structures and distribution waterfalls
• Support leverage strategy, liquidity planning, and covenant monitoring
• Produce investor-ready materials, return analytics, and capital partner reporting
• Assist with negotiations alongside lenders, equity partners, and other institutional counterparties
• Ensure adherence to JV structures, loan terms, and related compliance requirements

3) Advanced Modeling & Decision Analytics

• Build/upgrade LBO, cash flow waterfall, portfolio coverage, and capital pacing models
• Develop distribution schedules and liquidity/runway projections (13-week and longer-range)
• Standardize modeling templates to improve repeatability and controls
• Provide crisp, decision-ready insights to senior leadership

4) Affordable Housing Underwriting & Transaction Support (LIHTC-focused)

• Oversee underwriting for development and acquisition opportunities
• Improve underwriting tools and submission processes for tax credit transactions
• Lead financial diligence, data room readiness, and documentation hygiene
• Support debt, tax credit equity, and transaction closing activities
• Coordinate with internal teams and external stakeholders through execution

5) FP&A Leadership

• Own consolidated budgeting and forecasting
• Convert property-level data into corporate dashboards and management reporting
• Drive variance analysis, risk identification, and forecasting accuracy improvements
• Implement QA standards and financial controls across models and reporting
• Coach junior talent and raise the technical modeling bar

Ideal Profile

• 6–10 years of experience in real estate private equity, structured finance/credit, infrastructure investing, corporate development, real estate investment banking, or REIT/real assets FP&A
• Expert-level Excel skills with the ability to build models from a blank sheet
• Hands-on experience with: three-statement models, 13-week cash flow, LBO, portfolio roll-ups, waterfalls, and multi-tranche debt structures
• Strong understanding of capital stack mechanics and return metrics (IRR, MOIC, DSCR, ICR)
• Executive-ready communication: can explain complex outputs clearly and concisely
• Real estate background helpful, but high-caliber technical modelers from adjacent verticals are welcome

Technical Strengths

• Institutional-grade financial modeling
• Capital structure strategy and optimization
• Enterprise valuation and NAV frameworks
• Securitization / structured cash flow modeling
• Debt tranching, coverage, and covenant analytics
• Liquidity forecasting and runway analysis
• Advanced Excel (Power Query/Power Pivot preferred)
• Investor reporting and performance analytics

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