Financial Analyst (Multifamily Real Estate Investment)
We are seeking a highly motivated Financial Analyst to join our growing multifamily real estate investment firm. This role sits at the intersection of asset management, accounting, and transaction execution, providing exposure across the full lifecycle of real estate investments—from acquisition and due diligence through operations and investor reporting.
This is an ideal opportunity for someone who wants full visibility into leadership by reporting directly to the Chief Financial Officer within a dynamic, entrepreneurial environment.
Key Responsibilities
Financial Analyses & Asset Management Support
- Analyze property-level financials to ensure accurate financial reporting
- Collaborate and support Asset Management on lender reporting, draw requests, and reserve tracking
- Analyze mortgage billing statements and escrows for each asset to ensure they align with expectations
Accounting & Controller Functions
- Oversee and coordinate with third-party property management accounting teams
- Review and guide journal entries, reclasses, contributions, and distributions
- Assist with internal entity accounting and budgeting (QuickBooks and Microsoft Excel), which includes maintaining updated internal financial statements and real estate owned schedules
- Support payroll processes, 401(k) administration, and internal financial operations
Transaction & Due Diligence Support
- Assist with acquisition due diligence, including document collection and analysis
- Maintain transaction closing checklists and timelines
- Review deal structures, waterfalls, and syndication documents to ensure alignment with business plans
- Support deal execution through closing
Treasury & Cash Management
- Assist with treasury functions including bank account oversight and cash movement processes
- Prepare and process quarterly investor distributions
- Maintain controls around ACH/wire processes
- Monitor liquidity and capital flows across entities and properties
External Stakeholder Coordination
- Serve as a point of contact for lenders, brokers, property managers, insurance agents, tax accountants, and cost segregation partners
- Respond to reporting requests and ensure compliance with loan requirements
- Build and maintain strong professional relationships across stakeholders
Tax & Compliance Support
- Assist in preparing financials for tax filings
- Support annual tax return processes and investor K-1 distribution
Required Qualifications
- Bachelor’s degree in Accounting, Finance, or related field
- 1–3+ years of experience in:
- Real estate (preferred), private equity, or investment management
- Public accounting (audit/tax) with real estate exposure also considered
- Strong financial analysis and accounting foundation
- Proficiency in Microsoft Excel
Preferred Qualifications
- Accounting or finance experience with multifamily real estate or real estate syndications
- Familiarity with:
- Property management/accounting systems (e.g., AppFolio, Yardi, Real Page)
- QuickBooks or similar general ledger systems
- Understanding of:
- Real estate waterfalls and partnership structures
- Debt structures and lender reporting requirements
- CPA or progress toward certification (nice to have, not required)
Core Competencies
- Analytical Thinking: Ability to interpret financial data and identify trends and risks
- Ownership & Accountability: Takes initiative and follows through independently
- Attention to Detail: Ensures accuracy across financial reporting and transactions
- Communication Skills: Clearly communicates with internal teams and external stakeholders
- Organization & Time Management: Manages multiple priorities in a fast-paced environment
- Problem Solving: Proactively identifies issues and implements solutions
- Adaptability: Thrives in an entrepreneurial, evolving organization
Why Join Us
- Exposure to the full real estate investment lifecycle
- Direct access to senior leadership and decision-making
- Opportunity for rapid growth into senior finance or controller roles
- Collaborative, entrepreneurial team environment
Compensation:
- $70,000-80,000 base salary with bonus structure.
- Full benefits package: 401(k), health insurance, vision insurance, and dental insurance, unlimited vacation time
- Flexible work schedule but required to be in office most days of the week
Who We Are:
- Huber Equity Group is a private equity firm specializing in value-add multifamily opportunities across the Midwest and Southeastern United States. Huber Equity Group was founded in Columbus, Ohio in 2019, and has since acquired 1,938 multifamily units and $250 million of transaction volume.
