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.

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Financial Analyst