Financial Strategy Analyst

Ascent Developer Solutions is a leading private lending platform focused on real estate development. The Financial Strategy Analyst role serves as a key liaison between Sales and Finance, supporting real estate lending activities through financial modeling and analytics while collaborating with various teams to enhance reporting and platform capabilities.

What you'll do:

• Collaborate with Sales, Finance, and Credit to build and maintain financial models supporting loan pricing and structuring
• Maintain a forward-looking pipeline of modeled deals, providing visibility into ROE, cash flows, leverage, and key risk drivers
• Act as a bridge between Sales and Finance, translating deal complexity into clear economics and actionable feedback
• Analyze pipeline and portfolio trends to recommend pricing, structural, and process improvements
• Partner with Data and Technology teams to collaboratively build reporting, dashboards, and automation supporting the lending platform
• The setup and ongoing maintenance of sold loan structures including key attributes for IO strip components, ensuring accurate and consistent representation in PowerBI
• Model complex loan transactions across a variety of client business lines while distilling the complexity into simple, user-friendly tools / reporting that foster clear and transparent client communications, including indicative terms and LOI disclosures
• Analyze and provide deep insights into rate and fee structures, revenue recognition, forward cash flows / construction draw activity, leverage, loan duration, cost structures, and other components that drive ROE and ROA
• Create tracking of the loan (and Sponsor) profitability (ROE and ROA) post loan payoff and compare to initial ROE and ROA expectations
• Assist in preparing investor and executive-level presentations, highlighting loan performance trends and market opportunities
• Support onboarding and cross-departmental training efforts and materials
• Recommend automation and process improvements where applicable

What they're looking for:

• Bachelor's degree in Finance, Real Estate, Accounting, or related field
• 0–2 years of experience; internship or coursework in real estate finance or credit analysis a plus
• Strong Excel skills; comfort with formulas, sensitivity tables, and structured model inputs
• Detail-oriented with strong organizational and follow-through skills
• Clear written and verbal communication; comfortable asking questions and taking direction
• Exposure to PowerBI or similar reporting tools a plus, not required

Benefits:

• Discretionary bonus of 15% per year
• Five health plans
• Two dental plans
• Health savings and flexible spending accounts
• Vision coverage
• A 401(k) plan
• Other optional benefits from which to choose
• Work-from-home Fridays