Senior Financial Analyst

Transwestern is a vertically integrated commercial real estate firm dedicated to serving investors, partners and clients through expertise in investment, development, brokerage and property management. Our experience spans diverse property types, including logistics, multifamily, retail, mixed-use, healthcare, office, data centers, hotel, and life sciences. Across 35 offices nationwide, our team is united by a culture that cultivates agility, mutual trust and high performance.

Transwestern Services turns strategy into reality with consistency and accountability, collaborating to provide dynamic, tailored solutions. Whether representing a tenant, advising an investor or repositioning an asset, we operate with tenacity and own the outcome every time. Our 2,200-strong team works across service lines, ready to activate our full platform to deliver a customized, cohesive experience for clients.

POSITION SUMMARY:

The Senior Financial Analyst will play a key role within the Tenant Advisory practice, providing advanced financial analysis and strategic insights to support corporate occupiers in real estate decision-making. This position is responsible for leading financial analysis and scenario development for complex lease and purchase transactions, developing sophisticated models that inform negotiations, market conditions, and delivering client-ready reports and recommendations that influence C-suite  addition, the Senior Financial Analyst will contribute to business development by supporting brokers in pursuits, preparing abstracts, portfolio insights and identifying creative structuring opportunities that maximize tenant leverage.

The role also includes mentoring junior analysts, improving team processes, and serving as a trusted advisor during client interactions.

The Senior Financial Analyst is expected to possess knowledge in various real estate asset types, understand asset cash flows, evaluate lease versus purchase scenarios, and stay informed about market conditions and dynamics.

It is also the responsibility of Senior Financial Analyst not only to exhibit legendary customer service when communicating with tenants, prospective tenants, owners, team members, and vendors but also to focus on productivity and results.

POSITION

ESSENTIAL FUNCTIONS:

Lead financial analysis for high-value lease transactions, including new leases, renewals, subleases, buyouts, lease vs buy scenarios, and early restructures.

Independently build, refine, and maintain complex cash flow and scenario models.

Develop and explain lease accounting strategies using Cash, P&L, Balance Sheet, and EBITDA impact.

Summarize and interpret lease documents, term sheets, proposals, and abstracts with attention to economics, concessions, and risk.

Prepare executive-level presentations, provide RFP commentary, translate financial insights into clear strategic recommendations, and present findings confidently.

Participate in client meetings and calls, serving as the financial expert alongside brokers.

Develop detailed project scorecards, project timelines, and portfolio-level dashboards.

Research and synthesize market conditions, comparables, cost benchmarks, and landlord trends.

Manage a high volume of multiple projects, documents, and outputs with accuracy and organization.

Train and mentor junior Financial Analysts on modeling techniques, report formatting, and presentation standards.

Contribute to process improvement by enhancing financial templates, reporting packages, and visualization tools.

Support business development by collaborating with brokers on pursuits and client pitches.

Other duties as assigned.

POSITION REQUIREMENTS:

Education:

A bachelor’s degree with emphasis in real estate, finance, business administration, accounting,…