Senior Portfolio Financial Analyst
CareOne · United States
Senior Portfolio Financial Analyst
Department: Finance
Reports To: Head of Portfolio Management
Location: New Jersey
Position Overview
The Senior Financial Analyst will play a key role in evaluating investment opportunities, supporting real estate development and acquisition activities, managing financing processes, and monitoring financial performance of the firm's residential portfolio. The position requires a strong understanding of real estate financial modeling, debt financing, capital markets, and asset-level financial analysis.
Primary Responsibilities
- Develop, maintain, and enhance financial models for real estate acquisitions, dispositions, development projects, and existing asset investments.
- Evaluate potential acquisition and development opportunities and analyze operating assumptions, construction costs, rents and capitalization rates.
- Support the sourcing, evaluation, and procurement of debt for acquisitions, development projects, refinancings, and existing portfolio assets.
- Prepare financing packages, lender presentations, underwriting materials, and financial analyses for banks and other capital providers – and analyze said proposals.
- Track financing maturities, refinancing opportunities, interest rate exposure, and upcoming capital requirements across the portfolio.
- Work with development and construction personnel to establish and monitor project budgets, sources and uses, and projected cash flows.
- Prepare draw schedules, construction loan funding projections, and analyses of remaining project costs.
- Monitor property-level and portfolio-level financial performance against budgets, underwriting assumptions, and business plans.
- Prepare periodic financial reports, management dashboards, and variance analyses highlighting material changes in performance.
- Conduct financial due diligence on prospective acquisitions.
- Improve financial reporting processes, analytical tools, and standardized underwriting templates.
Our mission is to define excellence within the health care community. We are dedicated to Maximizing Patient Outcomes. We treat Residents, their families and each other with respect, dignity and compassion. Through a collaborative and consultative approach, we strive to provide a framework of strength and stability for our Centers and Communities. We work to maintain the highest standards of care and service for Residents, families and our valued employees.
We are proud to Offer the following benefits to Part-time (22.5+ hours/week) and Full-time Employees:
- Comprehensive Healthcare Benefits
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Multiple Medical Plans
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Including Pharmacy
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Including Teladoc
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Multiple Dental Plans
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Vision Plan
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Health Savings Account (eligibility restrictions apply)
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Flexible Spending Accounts
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Voluntary Life and AD&D
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Short-Term and Long-Term Disability Plans
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Hospital Indemnity Insurance
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Critical Illness Insurance
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Accident Insurance
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Whole Life Insurance
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Medicare Employee Assistance
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Legal Plan
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Commuter Benefits
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401k Retirement Plan
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Employee Assistance Program (available to all employees)
- Paid Time Off
- Vacation
- Sick Plans in accordance with state laws
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Opportunities to advance and grow your career
We are an Equal Opportunity Employer
EEO/AA/M/F/DV