Financial Analyst - Real Estate & Debt Management
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)