Corporate Financial Analyst

Summary of Responsibilities

The corporate financial analyst supports key strategic financial initiatives across the
organization. This role is primarily responsible for building enhancing and maintaining
advanced Excel-based financial models that support acquisition analysis capital planning and
executive decision-making. This individual plays a critical role in developing analytical tools and
insights to inform leadership. Success in this role requires strong technical modeling expertise
attention to detail and the ability to translate complex financial data into clear actionable
insights.

Primary Responsibilities and Objectives

Design build and maintain complex Excel-based financial models to support acquisitions
financing decisions and corporate strategy
Ensure models are accurate well-structured auditable and scalable
Continuously improve and refine models based on evolving business needs and feedback
from leadership
Run scenario analysis and sensitivity testing to support decision-making
Translate model outputs into clear summaries dashboards and supporting materials for
executive review
Support evaluation of potential acquisition targets through detailed financial modeling and
analysis
Assist with due diligence by organizing and analyzing financial and operational data
Prepare materials that support investment recommendations (models summaries
presentations)
Support loan covenant tracking and compliance through accurate data aggregation and
model outputs
Assist in preparing periodic reporting packages to banking partners
Maintain supporting schedules and analyses used in covenant calculations
Support sensitive high-impact projects as directed by executive leadership
Assist with capital planning budgeting and forecasting through model development and
analysis
Build ad hoc analyses and tools to support evolving corporate finance needs
Perform other related duties or ad hoc projects within the scope of responsibilities

Education and Experience

Bachelors degree in finance accounting economics or related field
Two to five years of experience in corporate finance public accounting investment banking
private equity or related field
Advanced Excel skills with a strong emphasis on financial modeling required
Demonstrated ability to build and maintain complex financial models from the ground up
Strong analytical and problem-solving skills
Excellent written and verbal communication skills
High level of integrity and ability to handle confidential information
Experience in real estate property management or related industry
Familiarity with debt agreements and financial covenants
Experience supporting acquisitions or investment analysis
CPA CFA or progress toward certification is a plus

Skills and Requirements
Strong technical modeling capability and attention to detail
Ability to structure complex problems into clear logical models
Intellectual curiosity and continuous improvement mindset
Ability to manage multiple priorities under tight deadlines
Strong interpersonal and collaboration skills
Required to complete and successfully pass the Avenue5 Fair Housing and Preventing
Discrimination and Harassment training and other courses if assigned

Scheduling

Required to maintain a regular schedule which may also require working outside of regular
hours schedule weekends and non-traditional holidays

Environment

Exposure to environment typically found in an office building
Physical Requirements
Avenue5 will make reasonable accommodations to enable individuals with disabilities to
perform essential functions. These functions include but are not limited to:
Ability to lift push and pull up to 25 pounds
Must be able to remain stationary move around reach and position oneself as needed for
extended periods of time
Ability to communicate and express or exchange ideas with others as well as those
activities in which they must convey detailed or important instructions to other workers
accurately loudly or quickly
Ability to perceive the nature of sounds at normal speaking levels including the ability to
receive detailed information through oral communication and to make the discriminations
in sound

Visual requirements including color depth perception and field vision
Ability to compare copy coordinate synthesize negotiate communicate and instruct
Ability to tolerate stressful situations
Ability to work independently or under minimal supervision
This job description is not an all-inclusive list of functions and tasks. Over the length of
employment these functions and tasks may change.

Diversity

Diversity creates a healthier atmosphere: Avenue5 is an Equal Employment Opportunity /
Affirmative Action employer and all qualified applicants will receive consideration for
employment without regard to race color religion sex age national origin protected veteran
status disability status sexual orientation gender identity or expression marital status genetic
information or any other characteristic protected by law.