Southfield, MI, 48086, USA
16 hours ago
Sr. Financial Analyst
Description Job Title: Senior Analyst, FP& A Location: Southfield, MI Reports To: Vice President, FP& A About Our Client Our client is a private national real estate firm with a strong track record of growth, disciplined capital management, and long-term value creation. With a diversified portfolio and a collaborative, high-performance culture, the firm partners across investment, legal, accounting, and asset management teams to execute complex transactions nationwide. Position Overview The Senior Analyst, FP& A will play a highly visible, transaction-focused role supporting acquisitions, dispositions, refinancings, joint venture buyouts, and other strategic capital events. This individual will work cross-functionally with Legal, Transactions, Acquisitions, Asset Management, and Accounting teams to ensure financial accuracy, timely execution, and seamless closings. This role is ideal for a driven professional who thrives in a fast-paced environment, brings strong business acumen, and enjoys coordinating complex financial processes from start to finish. Key Responsibilities Transaction Management (Approx. 75%) Track and communicate status of all active transactions. Maintain detailed closing trackers and provide updates to stakeholders. Review and interpret legal and loan documents to ensure accuracy of settlement statements and funding schedules. Coordinate with title companies and lenders to finalize closing statements and disbursements. Prepare detailed sources and uses schedules with full support. Review third-party, title, lender, and joint venture invoices for accuracy and reasonableness. Reconcile closing costs and funding with underwriting models. Coordinate with Accounting and Asset Management on prorations, funding, and operating accounts. Review draw packages related to development and preferred equity structures. Lender Reporting & Portfolio Support (Approx. 25%) Prepare monthly lender reporting and covenant compliance calculations. Assist with loan paydown analyses and ad hoc reporting. Support annual lender audit coordination. Aggregate data for third-party valuation processes. Assist with financial modeling, portfolio analytics, and strategic project analysis. Prepare Variable Interest Entity (VIE) memorandums related to transactions. Support month-end close for applicable entities and funds. This is an excellent opportunity to join a respected private real estate platform and gain exposure to high-impact transactions in a collaborative, growth-oriented environment. For immediate consideration, or your questions, please call Jeff Sokolowski directly at (248)365-6131. Requirements Qualifications + BS/BA in Accounting or Finance + 4+ years of accounting or finance experience + Strong ability to interpret legal and loan documentation + Exceptional organizational skills with the ability to manage multiple concurrent transactions + Detail-oriented with strong reconciliation and analytical skills + Advanced Excel proficiency and financial modeling capability + Strong communication skills with the ability to collaborate across legal, lending, title, joint venture, and accounting partners This is an excellent opportunity to join a respected private real estate platform and gain exposure to high-impact transactions in a collaborative, growth-oriented environment. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .
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