Grant Morgan Associates
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Financial Analyst


Our client is a privately held and prominent real estate company, in the Washington DC metro area. This company has launched numerous successful ventures that have created vibrant neighborhoods, funded entrepreneurs in emerging start-ups, established a track record of capital market firsts, and built lasting relationships with communities across the country. With strong financial resources and a proven track record of assured performance across more than $9 billion of assets, the Company provides a solid, stable foundation and a steady hand to support projects and companies, large and small.




The Company seeks a Financial Analyst to provide leadership in financial management and analysis in a variety of initiatives that will improve the Company’s profitability.  This position reports to a Finance Director and will work closely with the finance team in a collaborative environment.


Responsibilities include:

  • Asset Management Reporting – Provide and update financial information and proformas to senior management on real estate assets
  • Develop Company Forecast – Work with Company leads quarterly to determine earning and expense projections, analyze variances, and consolidate for executive reporting.
  • Investment Reporting and Analysis – Prepare investment models, summaries and dashboards to evaluate performance of various investment programs.
  • Study and Analyze Cash Management – Work closely with the Treasury and project teams to evaluate current and future cash positions by project to determine investment strategies
  • Initiate Investments – Initiate internal cash movements to stage investments, monitor the purchase of investments, and maintain relationships with external custodians
  • Recommend investment programs – Work with the Senior Financial Analyst to research and analyze various fixed income and equity products for investment opportunities


Compensation: Excellent compensation package, including competitive base salary, bonus, and strong benefits program


  • BS in Finance or related degree with a solid academic record
  • Minimum 2 years financial experience
  • Creative problem solving
  • Budgeting experience
  • Proficient in Microsoft Excel
  • Strong analytical ability with excellent attention to detail
  • Excellent written and oral communication skills



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