Financial Analyst - Real Estate & Debt Management
Core
Support home office financial operations by managing real estate analysis, debt portfolios, and bond financing to secure capital for school facility expansion.
Role type
Financial Analyst (Real Estate & Debt Management)
Builds
Long-term forecasting models, debt payment schedules, and financing documentation.
Domain
Non-profit education / Real Estate Finance / Bond Markets
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial modeling, debt portfolio management, bond financing execution, cash flow forecasting, amortization scheduling, market research, due diligence, data organization, Excel proficiency, analytical problem solving
Preferred skills
Non-profit debt structures (tax-exempt bonds, New Markets Tax Credits, CDFIs), automation/AI tools
Technologies
Microsoft 365, Excel
Responsibilities
Own real estate financing and debt management workstreams; maintain bond document databases; execute debt compliance reporting; design systems to track debt covenants; build long-term forecasting models for debt and cash flow; coordinate amortization schedules; support annual budget development; prepare financing analysis and due diligence materials; conduct market research for refinancing; develop materials for Finance Committee and board members.
Seniority
Junior to Mid-level, hands-on IC