Senior Financial Analyst- Real Estate and Investments

WHO WE ARE

• Thrall Enterprises, Inc. (TEI) is a family-owned holding company headquartered
• in Chicago, IL.

POSITION SUMMARY

• This role will provide disciplined financial oversight and coordinated execution
• across TEI’s real estate and investment portfolio. It ensures leaders have
• accurate analysis, organized records, timely funding information, and
• well-supported materials for business, tax, legal, governance, and
• capital-allocation decisions.

This role will

• Deliver accurate portfolio reporting, financial models, forecasts, and

decision-support analysis.

• Coordinate property operations, capital projects, transactions, and external

relationships.

• Ensure complete, audit-ready documentation and effective controls over

commitments, invoices, funding, and payments.

• Provide clear status updates, approval materials, and timely escalation of

material risks, variances, and exceptions.

CORE RESPONSIBILITIES

1. Portfolio Analysis and Strategy Support Maintain portfolio schedules and

• reporting; analyze operating results, cash flows, valuation inputs, market
• information, risks, and capital requirements; and prepare models, scenarios,
• and recommendations for portfolio and capital-allocation decisions.

1. Property Operations and External Coordination Serve as a primary internal

• contact for property managers, HOA representatives, brokers, legal counsel,
• title companies, vendors, and other advisors. Track property matters,
• agreements, insurance, maintenance, deliverables, and follow-up items.

1. Capital Projects and Financial Controls Coordinate approved property

• improvements from scope through close-out. Monitor budgets, schedules,
• commitments, change orders, retainage, invoices, payment support, coding,
• taxes, and final documentation, and report material variances.

1. Treasury, Funding, and Reporting Prepare funding requests and cash flow

• forecasts; coordinate approved wire and check requests; maintain property
• budgets, cash activity, invoice logs, and payment records; resolve
• discrepancies; and follow segregation-of-duties requirements.

1. Transactions and Governance Support  As needed, coordinate acquisition,

• disposition, and exchange activities from diligence through closing;
• administer documentation and signature workflows; track deposits, proceeds,
• deadlines, and post-closing items; and prepare factual materials for
• management, board, and property committee review.

MEASURES OF SUCCESS

• Portfolio schedules, property records, cash forecasts, and project cost

information are current, accurate, and audit-ready.

• Management receives concise, timely analysis and approval materials that

clearly identify performance, risks, funding needs, and recommended action.

• Property matters, capital projects, and transaction deliverables are

coordinated against defined budgets, schedules, approvals, and deadlines.

• Invoices, payment requests, commitments, and closing records consistently

include appropriate support, coding, approvals, and evidence of completion.

• Material variances, legal or tax questions, unusual requests, and policy

exceptions are identified early and escalated promptly.

CANDIDATE PROFILE & QUALIFICATIONS

• Required
• 3-5 years of relevant experience in financial analysis, real estate,

• investment analysis, property accounting, treasury, asset management, or a
• related function.

• Experience preparing budgets, cash flow forecasts, funding requests,

• financial models, invoice and payment support, project cost schedules, and
• property-level reporting in a strong internal-control environment.

• Ability to analyze property performance, operating trends, valuation inputs,

risks, and capital requirements and present findings clearly to management.

• Experience coordinating with third-party property managers, HOA

representatives, vendors, brokers, and professional advisors.

• Experience supporting capital projects and property improvements, including

• budget tracking, invoice review, schedule monitoring, change orders, and
• project close-out.

• Advanced spreadsheet and financial modeling skills, including proficiency

• with financial schedules, document management, electronic signature tools,
• and concise written reporting.

Preferred

• Bachelor’s degree in finance, accounting, real estate, business, economics,

or a related field; equivalent relevant experience will be considered.

• Working knowledge of commercial real estate transactions, leases,

• acquisitions, dispositions, closing documentation, and 1031 exchanges
• sufficient to provide analytical and administrative support.

Core Competencies

• Financial analysis, modeling, and attention to detail
• Strong organization, documentation, and disciplined follow-through
• Ability to manage multiple properties, projects, vendors, and deadlines

concurrently

• Sound understanding of budgets, invoices, cash requirements, internal

controls, and property economics

• Clear, concise communication with executives, owners, internal teams, and

external professionals

• Initiative in routine execution with timely escalation of material decisions,

risks, and exceptions

• Role Characteristics
• Individual contributor
• Direct reports: No
• Scope of influence: TEI real estate and investment portfolio
• Partners with internal leaders and external professional advisors

Physical Requirements

• Ability to sit and use standard office equipment for extended periods
• Ability to communicate by phone, video, email, and in person
• Ability to review detailed financial and legal documentation
• Reasonable accommodations may be made to enable individuals to perform

essential functions

WHAT’S IN IT FOR YOU

• We are an Equal Opportunity Employer that values our employees and offers a
• competitive pay and benefits package, an encouraging, supportive environment
• with training, professional development, recognition programs and career growth
• opportunities.  Our benefits include medical, dental, vision, 401(k), life
• insurance, flexible spending account options, paid short-term and long-term
• disability, paid time off and paid Company holidays.

• We believe that people will always be the heart of our success.  That is why we
• truly value our employees and work to inspire them.  When these two powerful
• elements intersect at a workplace-ordinary people do extraordinary things.

• We are committed to delivering a work experience that is rewarding and fun, and
• are proud to have one of the longest tenured staffs in the industry.   We invite
• you to bring your skills and expertise to our team and supply the fuel for
• growth.