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

• Bachelor’s 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.