Financial Analyst
hace 5 días
Location: San Juan, Puerto Rico
Type: Full-Time
Reports to: Founder / Managing Partner
About the Role
We are seeking a highly analytical and detail-oriented Financial Analyst to support a growing investment and operating platform with activities in real estate, private equity, hospitality, and related ventures.
This role will be responsible for financial modeling, underwriting, reporting, and strategic analysis across multiple entities and projects. The ideal candidate is comfortable working in a fast-paced entrepreneurial environment and can translate complex financial data into clear, actionable insights.
Key Responsibilities
Financial Modeling & Analysis
Build and maintain financial models for:
Real estate acquisitions and development projects
Short-term rental portfolios
Private equity investments
Debt vs. equity structuring scenarios
Analyze project returns (IRR, MOIC, cash-on-cash)
Model waterfalls, preferred returns, and capital stack structures
Perform sensitivity analyses and scenario planning
Reporting & Performance Tracking
Develop monthly and quarterly financial reporting packages
Track KPIs across real estate and operating businesses
Monitor budgets vs. actual performance
Assist in cash flow forecasting and liquidity planning
Deal Support
Support due diligence for acquisitions and investments
Review contracts and financial terms
Assist in underwriting new opportunities
Coordinate with CPAs, lenders, and legal counsel as needed
Strategic Support
Provide analysis to support decision-making
Identify inefficiencies and opportunities for improvement
Help implement systems for financial tracking and reporting
Qualifications
Bachelor's degree in Finance, Accounting, Economics, or related field
2–5 years experience in finance, investment banking, private equity, real estate, or corporate finance
Strong financial modeling skills (Excel required; advanced proficiency expected)
Experience analyzing real estate and/or investment structures preferred
Highly detail-oriented and organized
Ability to manage multiple projects simultaneously
Strong written and verbal communication skills
Preferred:
Experience with real estate underwriting
Experience with private equity or fund structures
Familiarity with Puerto Rico tax incentives (Act 60 experience a plus)
What Success Looks Like
Clean, reliable financial models
Accurate reporting delivered on time
Clear insight into project profitability
Improved decision-making based on data
Founder confidence in financial projections
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