CareerPlan

Financial Analyst - Real Estate & Debt Management

New York, New York, usFull-time$67k–$79k2026-10-30 → 2026-11-12

Core

Financial Analyst supporting Home Office operations by managing real estate debt portfolios, bond financing, and capital planning for school facility expansion.

Role type

Financial Analyst (Debt & Real Estate)

Builds

Long-term forecasting models, debt payment schedules, and financing documentation.

Domain

Non-profit education / Real Estate Finance / Bond Markets

Required skills

Financial modeling, Excel proficiency, Debt portfolio management, Cash flow forecasting, Amortization scheduling, Due diligence, Market research, Compliance reporting, Stakeholder communication

Preferred skills

Non-profit debt structures (tax-exempt bonds, NMTC), Automation/AI tools

Technologies

Microsoft 365, Excel

Responsibilities

Maintain debt compliance databases and reporting; Build cash flow and amortization models; Execute debt financing due diligence; Analyze refinancing opportunities; Prepare materials for Finance Committee and board.

Seniority

Junior to Mid-level (1-2 years experience)