Financial Analyst
About ClearTrail Real Estate
ClearTrail Real Estate is a rapidly growing owner and operator of manufactured housing communities across the United States. We acquire, improve, and manage communities with a focus on long-term value creation through disciplined investments, operational excellence, and data-driven decision making.
As our portfolio continues to grow, we are seeking a Financial Analyst to work directly with our Director of Finance. This role offers broad exposure to real estate finance, accounting, private equity reporting, financial analysis, and business intelligence. It is an excellent opportunity for someone looking to build a career in finance while gaining hands-on experience at a fast-growing real estate investment company.
Position Overview
The Financial Analyst will play an integral role in the company's financial operations by supporting accounting, financial reporting, data analysis, and process improvement initiatives. This individual will work closely with senior leadership and gain exposure to acquisitions, investor reporting, portfolio performance, and operational analytics.
Unlike many entry-level finance roles, this position provides the opportunity to own meaningful projects and contribute directly to executive decision-making.
Responsibilities
- Assist with monthly and quarterly financial reporting
- Prepare and analyze operating and portfolio performance reports
- Support accounting processes, journal entries, reconciliations, and financial close procedures
- Maintain and improve financial models and reporting templates
- Analyze operational and financial data to identify trends and business insights
- Develop dashboards and reports using Excel and other reporting tools
- Assist with investor reporting and capital call preparation
- Support acquisition underwriting and financial due diligence as needed
- Identify opportunities to automate repetitive processes and improve reporting efficiency
- Work on special projects directly with the Director of Finance
Qualifications
- Bachelor's degree (or expected graduation) in Finance, Accounting, Economics, Business Analytics, or a related field
- Strong analytical and problem-solving skills
- Advanced proficiency in Microsoft Excel
- Excellent attention to detail and organizational skills
- Strong written and verbal communication skills
- Self-motivated with a willingness to learn and take ownership of projects
Preferred (but not required):
- Experience with Power Query, Power BI, SQL, Python, or VBA
- Internship experience in finance, accounting, real estate, or consulting
- Interest in commercial real estate or private equity
What You'll Gain
- Direct mentorship from the Director of Finance
- Exposure to real estate acquisitions and private equity
- Hands-on experience with accounting, financial reporting, and business analytics
- Opportunity to build automation tools and improve business processes
- High visibility within a growing entrepreneurial company
- Significant responsibility early in your career with opportunities for advancement