Gallagher & Mohan
Website:
gallaghermohan.com
Job details:
Hiring: Reviewer-Senior Financial Analyst
Job Details:
- Title: Senior Financial Analyst.
- Department: Financial Analysis
- Employment Type: Full-Time, Permanent
- Location: Remote
- Shift Timings: EST/PST (US Time Zone)
- Experience required 3 to 5 years as a Financial Analyst*
- Real estate experience preferred*
- Educational Background: Bachelor’s degree in Real Estate, Business, Economics, Finance, or a related field*
Company Overview:
Gallagher & Mohan is a distinguished firm specializing in delivering world-class financial analysis, marketing expertise, and accounting support tailored to the real estate sector. We serve an exclusive clientele of private equity investors, developers, fund managers, brokers, and other industry leaders. Renowned for our commitment to excellence, clear communication, and strong work ethic, we seamlessly integrate with our clients’ teams to create long-term value. Our portfolio spans diverse real estate transactions—from multifamily apartment communities to large-scale office towers across the United States and European markets, with deal sizes typically ranging from $25 million to over $500 million USD.
Role Overview:
Acts as the quality and consistency checkpoint across financial analysis output — ensuring underwriting, market research, and client deliverables are accurate, defensible, and consistent across accounts before they go out.
Core Responsibilities:
1. Market Research & Underwriting Oversight
- Reviews market research inputs (comps, cap rates, rent/occupancy trends, supply pipeline) for relevance and accuracy before they feed into models.
- Reviews underwriting for asset development and acquisition deals — validates assumptions (cost basis, exit cap, growth rates, financing terms) against market data and deal context.
- Flags structural or logic errors in models, not just formatting issues.
- Ensures underwriting narratives align with the numbers presented.
2. Multi-Account Management
- Owns review responsibility across multiple client accounts simultaneously, prioritizing based on deadlines and deal complexity.
- Maintains working knowledge of each account's specific conventions, client preferences, and past deliverables to review with context, not in isolation.
- Escalates account-specific risks or recurring issues to the relevant analyst/lead promptly.
3. Monitoring & QC of Work Product
- Acts as the final check before any deliverable is considered client-ready.
- Verifies internal consistency (numbers tie across pages/tabs, narrative matches exhibits, formatting is clean and client-safe with no internal/model references left in).
- Distinguishes between minor formatting fixes and substantive analytical errors, and handles each appropriately.
- Provides clear, actionable feedback to analysts rather than just correcting silently.
4. Structured Review System
- Maintains a standardized review checklist/process applied consistently across accounts (not ad hoc).
- Tracks review status per account/deliverable (reviewed, pending, returned for revision).
- Documents recurring error patterns to feed back into process improvement or training.
- Ensures review turnaround doesn't become a bottleneck — balances thoroughness with speed
Key Skills & Traits:
- Strong grounding in CRE underwriting mechanics and market research methodology.
- Judgment to distinguish material errors from stylistic preferences.
- Comfortable pushing back on analysts' work diplomatically but firmly.
- Organized enough to track review status across many accounts without things slipping.
- Reliable — the person whose sign-off others can trust without re-checking.
- Experience required 3 to 5 years as a Financial Analyst.
- Real estate experience preferred.
- Educational: Bachelor’s degree in Real Estate, Business, Economics, Finance, or a related field.
Click on Apply to know more.
