Financial Analyst – Portfolio Performance and Strategic Growth

Location: Alpharetta, GA
Reports to: Director of Business Development

At Pegasus Residential, we drive performance. We are a sales-first, analytics-driven, 100 percent third-party management firm focused on maximizing revenue, controlling expenses, and increasing long-term asset value for our clients.

The Financial Analyst – Portfolio Performance and Strategic Growth serves as a strategic partner to Portfolio Services and Business Development. This role directly supports portfolio optimization, underwriting, acquisitions support, and client growth initiatives. The position plays a critical role in turning analytics into actionable strategy and supporting Pegasus’ continued expansion.

This is an in-office position based in Alpharetta, Georgia.

Essential Duties and Responsibilities

Portfolio Performance and Analytical Support

Partner with Portfolio Services and Operations teams to maximize revenue performance, manage expense trends, and enhance asset value across the Pegasus portfolio.
Conduct proactive analysis of market data, submarket trends, and competitive positioning to identify revenue growth opportunities and operational risks.
Analyze property financial statements, KPIs, and expense categories to identify variances and recommend corrective actions.
Perform detailed rent and pricing analysis to support leasing strategy, occupancy optimization, and NOI growth.
Develop financial dashboards, executive summaries, and analytical reports for senior leadership.
Support annual budgets, reforecasts, capital planning, and operational performance reviews.
Evaluate staffing models and centralized service efficiencies to enhance portfolio performance.

Business Development and Acquisitions Support

Provide underwriting and financial modeling support for acquisition and management transition opportunities, evaluating financial viability, operational upside, and strategic alignment.
Analyze rent comparables, market surveys, expense benchmarks, and operational performance data to strengthen business development proposals.
Identify operational improvement opportunities and integrate analytical insights into sales presentations and client pitches.
Tour prospective acquisition or transition assets to assess financial, operational, and physical considerations.
Prepare case studies and performance narratives highlighting Pegasus’ centralized model, revenue growth strategies, and expense management discipline.
Collaborate with senior leadership and Business Development to present financial insights in client-facing meetings.
Conduct outreach calls and communicate with prospective and current clients in support of strategic growth initiatives.

Strategic Growth and Cross-Functional Collaboration

Work closely with Portfolio Services, Accounting, Operations, and Executive Leadership to align financial insights with operational execution.
Translate complex financial data into clear, concise, and actionable recommendations.
Support special projects related to growth initiatives, technology integration, centralized services, and performance improvement.
Perform additional duties as assigned by the Director of Business Development or senior leadership.

Qualifications

Bachelor’s degree in Finance, Real Estate, Economics, or related field, with a minimum of four years of relevant experience preferred.
Strong proficiency in Excel and financial modeling, including underwriting multifamily real estate investments.
Ability to analyze and interpret complex operational and financial data.
Knowledge of multifamily operations, budgeting, and capital planning preferred.
Strong communication skills with the ability to present financial insights clearly to both internal and external stakeholders.
Detail-oriented, organized, and able to manage multiple projects in a fast-paced environment.
Ability to conduct site visits and collaborate effectively with on-site teams.

Work Environment

In-office role based in Alpharetta, Georgia.
Highly collaborative environment working with Portfolio Services, Operations, Accounting, Asset Management, Transitions, and Business Development teams.
Fast-paced performance-driven culture requiring initiative, accountability, and strategic thinking.

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Tuition reimbursement
Vision insurance

Work Location: Hybrid remote in Alpharetta, GA 30022

Pegasus Residential, LLC

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