Financial Analysis/MBA Intern

Responsibilities

• Develop and maintain financial models, including 3-statement models, DCF, scenario analysis, sensitivity analysis
• Build models to evaluate performance, investment/revenue opportunities, and capital allocation decisions
• Analyze historical financial data; create forward-looking forecasts
• Support annual budgeting and long-range planning processes
• Create rolling forecasts and track performance against targets
• Identify key drivers impacting revenue, margins, and cash flow
• Conduct scenario planning and what-if analyses to support strategic initiatives
• Evaluate potential M&A opportunities, capital projects, and new business lines
• Provide data-driven insights and recommendations to senior leadership
• Prepare financial reports, dashboards, and executive presentations
• Translate complex modeling outputs into clear business insights
• Automate reporting and other processes where possible using AI tools
• Monitor day-to-day property performance metrics (occupancy, leasing activity, maintenance requests, expenditures)
• Analyze capital projects (both in process and forecasted) on potential cost and impact on financial performance
• Assist with investor relations and commercial banking
• Conduct market and portfolio analysis to identify revenue enhancement opportunities
• Assist in evaluating capital improvement projects and ROI

Requirements

• Currently pursuing an MBA
• Strong modeling, analytical, and quantitative skills
• Proficiency in Microsoft Office applications
• Experience in financial modeling tools (i.e. PowerBI, Tableau, Excel VBA, Visio) and AI tools
• Advanced proficiency in Excel (required) including Complex formulas
• Advanced proficiency in financial modeling best practices and scenario and sensitivity tools
• Interest in real estate, property management, or asset management
• Excellent communication, presentation, organizational skills
• Ability to work independently and collaboratively
• Familiarity with statistical analysis, financial modeling and valuation, including financial statement analysis, accounting principles, valuation methodologies (DCF, comparable analysis, etc.)
• Preferred: Experience with real estate software (e.g., Vantaca, Entrata), background in finance/FP&A, consulting, statistics, Strong background in Claude code, creating Claude agents and streamlining work flows using Claude

Qualifications

• Strong modeling, analytical, and quantitative skills
• Proficiency in Microsoft Office applications
• Experience in financial modeling tools (i.e. PowerBI, Tableau, Excel VBA, Visio) and AI tools
• Advanced proficiency in Excel (required) including Complex formulas
• Advanced proficiency in financial modeling best practices and scenario and sensitivity tools
• Interest in real estate, property management, or asset management
• Excellent communication, presentation, organizational skills
• Ability to work independently and collaboratively
• Familiarity with statistical analysis, financial modeling and valuation, including financial statement analysis, accounting principles, valuation methodologies (DCF, comparable analysis, etc.)
• Preferred: Experience with real estate software (e.g., Vantaca, Entrata), background in finance/FP&A, consulting, statistics, Strong background in Claude code, creating Claude agents and streamlining work flows using Claude