Cash Flow Analyst (G.A.)

Hiring: Full-time Cash Flow Analyst - Remote - $12,000 - $18,000/yr

🚀 About the Client 🚀

🏢 Commercial Real Estate Experts – Specializing in retail, industrial, office, and self-storage acquisitions across the Northeast & Mid-Atlantic.
💼 $1.5B+ Transaction Experience – Backed by a Principal with 18 years of investment expertise and a strong record of market-proven deals.
📊 Data-Driven Investment Strategy – Focused on high-yielding core, core-plus, value-add, and development opportunities.
👥 Lean, High-Performing Team – Small, sharp, and collaborative structure where every hire plays a meaningful part.
🤝 Culture of Ownership & Precision – A team that values excellence, independent thinking, and thoughtful financial judgment.

🌟 About WeAssist 💡

🌍 Led by a Founder Who Cares – Reef Colman built WeAssist to empower individuals and create meaningful opportunities that support families.
⚡ Fast & Purposeful Recruiting – We move quickly but prioritize long-term fit, stability, and growth over just filling roles.
🌎 Connecting Global Talent – With 100+ outsourced professionals and growing, we link top talent worldwide with thriving US businesses.
❤️ Giving Back Matters – From building schools to feeding the homeless, we believe true success means making a difference.
🤝 An Inclusive & Thriving Culture – Your skills and unique gifts matter. We create an environment where outsourced professionals don’t just work—they grow.

⚒️ Key Responsibilities - Cash Flow Analyst 📝

📊 Financial Modeling & Underwriting

💼 Asset Management & Cash Flow Analysis

🧠 Reporting, Insights & Commentary

🧾 Accounting & Bookkeeping Support

📂 Administrative & Documentation

Additional Information:

Review this Doc first!

How to Prepare for the Recruiting Process -

• https://docs.google.com/document/d/1tCWNqlU4gNG4nQaEeo5iSKNB8A8X7xAlVCMDvZwkdDk/edit?tab=t.0#heading=h.gt6n5ybw2ujb

📢 Why Are They Hiring a Cash Flow Analyst?

Our client is hiring a Cash Flow Analyst to become the right-hand financial partner to the Principal—someone who can analyze deals quickly, interpret cash flow accurately, and act with controller-level confidence. As deal flow increases and asset management becomes more demanding, the firm needs a highly analytical operator who can keep the portfolio healthy, flag issues before they escalate, and support fast, accurate decision-making. This role blends underwriting, asset management, financial modeling, and real-estate-specific analysis—all with the autonomy to express judgment and influence investment decisions.
If you're looking for a role where your analysis truly influences strategy—and where you can grow into a trusted financial partner—this is the opportunity to step in and make a meaningful impact. 🚀

✅ Qualifications:

• Must-Haves:
  • 🏙 Commercial real estate experience — non-negotiable.
  • 📊 Advanced Excel modeling — strong formulas, cash flows, and underwriting logic.
  • 💼 Confident in reviewing financials and spotting inaccuracies.
  • 🧮 Strong analytical and quantitative skills with real estate context.
  • 🧾 QuickBooks familiarity (basic to intermediate).
  • 🗣 Clear, confident communicator who can share opinions/insights.
  • 🔍 High accuracy, attention to detail, and judgment.
    
    
• Nice-to-Haves:
  • 🧠 Argus, MRI, Yardi, AppFolio
  • 📚 US GAAP familiarity
  • 🌊 Waterfall modeling understanding
  • 🔎 CoStar or CRE research experience
  • 🤖 AI-savvy (major plus)
    
    

Responsibilities of the Cash Flow Analyst:

Your responsibilities include:

• 📊 Financial Modeling & Underwriting
  • Underwrite new commercial real estate deals, performing both “quick-scan” analyses and full investment models
  • Evaluate seller information, validate assumptions, and verify numbers for accuracy and feasibility
  • Conduct online research and due diligence to support underwriting
  • Build or refine complex cash flow models in Excel from scratch or using templates
  • Determine whether deals are viable and present recommendations backed by clear financial logic

• 💼 Asset Management & Cash Flow Analysis
  • Track and interpret cash flow for existing portfolio assets
  • Review monthly financials, identify anomalies (e.g., sudden expense spikes), and flag issues early
  • Update actuals quarterly in the post-closing asset management model
  • Perform lease analysis and evaluate tenant options or rent structures
  • Support annual tax preparation through organized financial reporting
  • Assist with lender communications (e.g., draw requests)

• 🧠 Reporting, Insights & Commentary
  • Provide financial opinions—not just numbers—communicating whether data “looks right” and why
  • Walk the Principal through assumptions based on research or discussions
  • Support the creation of presentations, memos, and investment documentation

• 🧾 Accounting & Bookkeeping Support
  • Review financial statements with confidence and accuracy
  • Handle bookkeeping for smaller assets using QuickBooks
  • Eventually manage bookkeeping for three personal entities (after trust is established)

• 📂 Administrative & Documentation
  • Reorganize Dropbox folders, deal files, and digital documentation to support efficient workflow
  • Review leases and loan documents (a major bonus)
  • Maintain clean, organized data across all platforms
    
    

🏡 Want to Know More About the Client?

Our client is an established real estate investment firm operating across the Northeast and Mid-Atlantic, with a portfolio spanning retail, industrial, office, and self-storage assets. With nearly two decades of investment experience and more than $1.5B in completed transactions, the team has built a strong reputation for disciplined acquisitions and hands-on asset management. They combine analytical rigor with deep market insight to create long-term value for investors and communities. Their approach balances speed, strategic decision-making, and high-quality research, enabling them to pursue complex opportunities in a competitive marketplace.

Joining this firm means stepping into a small, tight-knit team where every contribution directly impacts investment success.🚀

Culture and Core Values:

The team thrives on clarity, high performance, and meaningful collaboration. They value professionals who think critically, communicate openly, and take responsibility for the quality of their work.
Here’s what matters most to them:

• ⚡ Bring Your Best Every Day – Show up sharp, prepared, and committed.
• 🧭 Integrity in Every Step – Every model, report, and assumption is rooted in honesty.
• 🌍 Create Community, Spark Change – Real estate is about serving people and building impact.
• 📘 Learning Never Stops – Curiosity and development are built into the workflow.
• 🤝 Together, We’re Unstoppable – Collaboration elevates performance and outcomes.

You’ll be joining a culture built on trust, accountability, and excellence. 💯

What’s in it for you? 😏

Joining this client means not just filling a role but embarking on a personal development journey. The growth potential is substantial, with opportunities to:

• 📈 Long-term growth — Increasing responsibility and more complex analysis as trust builds.
• 🌐 Full remote model (EST hours) — Location flexibility with U.S.-based workflow.
• 📈 Real career growth – Take on more responsibility as trust builds, including CFO-type functions.
• 💰 Performance-based raises & bonuses – The better the business performs, the more you earn.
• 🧠 High-level deal exposure – Underwrite real properties, participate in active acquisitions, and work on complex investment structures.
• 🎯 Strategic influence — Your insights will directly shape investment decisions.
• 🛠 Skill expansion — Exposure to Argus, Yardi, MRI, and advanced CRE financial models.

Your next big opportunity starts here—ready to take the leap? 🚀

WeAssist: (Not your average Recruiting Firm…)

Started by Reef Colman just six years ago, is not your typical staffing agency...

We are a dynamic recruiting firm focused on creating fair opportunities in the business world. We have a team of over 100 people. We help US businesses find skilled remote workers and connect these workers with good employers.

What makes us different is how much we care about our people! We give good benefits, support personal growth, and get involved in the community. We also support good causes like building schools, helping the homeless, and improving education. Come join us at WeAssist, where remote workers do their best!

Perks:

• 13th Month Bonus (Wild right?! 🤯)
• Permanent work-from-home / remote set-up 🌴
• Health insurance 👨‍⚕️
• Dental insurance 🪥
• Mental health insurance 🧠
• Great starting salary 💰
• Growth opportunity 📈
• Performance-based raises 💸
• Prizes and bonuses 🏆
  
  

Specifics:

• Time
  • Full-time; 8:00 AM – 5:00 PM EST
  • This is a remote position so you can have the freedom to work from anywhere

• Miscellaneous
  • Attire - business casual when in meetings
  • Professional setup (Pains me I actually need to write this down… 👀)
    • Clean background
    • Good camera
    • Good microphone
    • Strong wifi

• Tech Stack
  • 🛠 Must-Have Tools
    • Microsoft Office
      • MS Excel
      • MS Outlook
      • MS PowerPoint
      • MS Teams
    • QuickBooks
    • iMessage
    • Dropbox
  • 🌟 Nice-to-Have Tools
    • Argus
    • Yardi
    • MRI
    • AppFolio
    • CoStar
    • AI tools
      
      
• Compensation
  • Fixed Rate $12,000 - $18,000/yr