Senior Financial Analyst

Our client - An investment partnership backed by an institutional investor is seeking a Senior Associate, Finance & Decision Modeling Analytics to play a critical role in driving data-driven decision making across a $1.0B portfolio of hospitality assets.

This role sits at the intersection of finance, analytics, asset management, and strategy, offering hands-on exposure to portfolio-level decision-making, sophisticated financial modeling, and operational analytics. Travel is minimal.

About the Role

Reporting directly to the Director of Finance, this position works closely with Asset Management, Investments, and Capital Markets teams to support underwriting, portfolio optimization, forecasting, and strategic capital allocation.

This is an ideal opportunity for a highly analytical professional who enjoys building models, interpreting complex data, and translating insights into actionable recommendations.

Key Responsibilities

📊 Financial Modeling & Investment Analysis

• Build advanced financial models for valuations, strategic initiatives, and investment decisions
• Perform scenario and sensitivity analyses across key hospitality metrics (ADR, occupancy, RevPAR, margins, capex, cash flow)
• Analyze historical operating results and forecast assumptions
• Ensure modeling aligns with risk-adjusted return targets and underwriting standards

🏨 Portfolio & Asset-Level Analytics

• Analyze hotel P&Ls and operating performance across the portfolio
• Benchmark KPIs and identify value-creation opportunities
• Develop tools to track NOI growth, flow-through, capital investments, refinancing, and hold/sell scenarios
• Support quarterly valuations, portfolio reporting, and investor analytics

📈 Market Research & Forecasting

• Incorporate STR, CoStar, competitive set data, and macroeconomic indicators into forecasts
• Evaluate demand drivers, supply pipelines, brand performance, and market trends
• Produce forward-looking asset and market forecasts aligned with strategic objectives

🛠 Data, Reporting & Automation

• Improve data quality, consistency, and automation across operating and market datasets
• Build dashboards and reporting tools using Python, SQL, Power BI, Tableau, or similar platforms
• Enhance analytics infrastructure and support data governance initiatives

🤝 Collaboration & Communication

• Partner cross-functionally to support decisions across the investment lifecycle
• Prepare clear, concise presentations and executive-ready materials
• Translate complex analyses into strategic, decision-oriented insights

Qualifications

• 3–5 years of experience in financial modeling, analytics, or decision support
• Background in private equity, real estate, hospitality, or investment-focused environments preferred
• Advanced Excel modeling skills
• Proficiency in Python, R, SQL, or similar analytical languages
• Experience with Power BI, Tableau, or comparable BI tools
• Strong understanding of forecasting, statistical analysis, and data visualization
• Familiarity with STR, CoStar, or lodging performance tools is a plus
• Understanding of hospitality operations and real estate investment principles is a plus
• Bachelor’s degree in Finance, Real Estate, Economics, Engineering, Data Science, or related field

What Success Looks Like

• Delivering high-quality, scalable financial models and analytics
• Improving efficiency and accuracy of recurring reporting processes
• Providing actionable insights that enhance underwriting, asset performance, and portfolio strategy
• Effectively collaborating with cross-functional teams
• Making measurable contributions to portfolio value creation and strategic planning

Why This Opportunity

• Direct exposure to institutional capital and large-scale portfolio strategy
• High-impact role with visibility to senior leadership and investors
• Blend of finance, analytics, and operational decision-making
• Fast-paced, entrepreneurial environment with meaningful responsibility