Financial Analyst Job at Claire Myers Consulting, San Jose, CA

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  • Claire Myers Consulting
  • San Jose, CA

Job Description

Financial Analyst

Location: San Jose, CA

Compensation: $80,000 – $90,000 base salary + benefits and performance-based incentives

About the Role

Our client, a mission-driven real estate development company, is seeking a detail-oriented and analytical Financial Analyst to support their affordable housing development efforts. This individual will play a key role in evaluating project feasibility, building financial models, and supporting critical reporting and applications. The ideal candidate is highly organized, data-driven, and passionate about real estate and economic development.

Key Responsibilities

  • Financial Modeling & Feasibility: Create detailed financial models to evaluate development opportunities, including revenue, cost, and ROI projections.
  • Market & Site Analysis: Research market trends and perform due diligence on potential sites, including zoning and infrastructure.
  • Investment Underwriting: Evaluate funding sources and support the structuring of financing packages.
  • CDLAC/TCAC Applications: Analyze historical funding data and assist with application processes (2–3 rounds/year).
  • Portfolio Support: Deliver metrics and analysis for Core’s stabilized assets to aid asset management strategies.
  • Quarterly & Project Reporting: Compile data for internal reports, leadership updates, and risk assessments.
  • Stakeholder Collaboration: Work cross-functionally with design, engineering, legal, and other internal teams.
  • Regulatory & Permitting Support: Assist with permitting processes and maintain awareness of regulatory requirements.
  • Economic & Real Estate Development Insight: Analyze residential, commercial, or mixed-use development projects to identify trends and opportunities.

Qualifications

  • Bachelor’s degree in Finance, Economics, Real Estate, Urban Planning, or a related field
  • 2–4 years of experience in development finance or real estate analysis
  • Strong Excel skills; financial modeling proficiency required
  • Familiarity with CDLAC, TCAC, and affordable housing finance programs
  • Excellent analytical, written, and verbal communication skills
  • Strong attention to detail and ability to manage multiple priorities
  • Comfortable working independently and as part of a cross-functional team

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