Financial Strategy Analyst

Posted 8 Days Ago
Encino, CA, USA
In-Office
85K-100K Annually
Entry level
Real Estate • Financial Services • PropTech
Customized financing solutions for top-tier developers
The Role
Serve as liaison between Sales and Finance to build and maintain loan financial models, pipeline tracking, and deal-level analytics. Provide pricing, cash-flow, and profitability insights, support reporting and PowerBI representation, recommend process automation, and assist executive/investor presentations and cross-team training to improve lending decisions and execution.
Summary Generated by Built In

About Ascent

Ascent Developer Solutions is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Founded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development, Ascent is uniquely positioned to create custom, innovative lending solutions for a variety of real estate development business strategies.

Job Description  
 
This role serves as a key liaison between Sales and Finance, partnering across teams to support real estate lending activity through financial modeling, pipeline management, and deal-level analytics. The position collaborates with Loan Officers, Credit, Data, and Technology teams to build and maintain models and tools that provide clear insight into pricing, structure, cash flows, and profitability. By maintaining a forward-looking pipeline of modeled deals, the role helps refine terms, improve conversion, and support informed decision-making ahead of Preflight and Credit Committee. The role also works cross-functionally to enhance reporting, automation, and platform capabilities that improve transparency and execution. 

Responsibilities

  • Collaborate with Sales, Finance, and Credit to build and maintain financial models supporting loan pricing and structuring 
  • Maintain a forward-looking pipeline of modeled deals, providing visibility into ROE, cash flows, leverage, and key risk drivers 
  • Act as a bridge between Sales and Finance, translating deal complexity into clear economics and actionable feedback 
  • Analyze pipeline and portfolio trends to recommend pricing, structural, and process improvements 
  • Partner with Data and Technology teams to collaboratively build reporting, dashboards, and automation supporting the lending platform 
  • The setup and ongoing maintenance of sold loan structures including key attributes for IO strip components, ensuring accurate and consistent representation in PowerBI. 
  • Model complex loan transactions across a variety of client business lines while distilling the complexity into simple, user-friendly tools / reporting that foster clear and transparent client communications, including indicative terms and LOI disclosures 
  • Analyze and provide deep insights into rate and fee structures, revenue recognition, forward cash flows / construction draw activity, leverage, loan duration, cost structures, and other components that drive ROE and ROA 
  • Create tracking of the loan (and Sponsor) profitability (ROE and ROA) post loan payoff and compare to initial ROE and ROA expectations. 
  • Assist in preparing investor and executive-level presentations, highlighting loan performance trends and market opportunities 
  • Support onboarding and cross-departmental training efforts and materials 
  • Recommend automation and process improvements where applicable 

Qualifications 

  • Bachelor's degree in Finance, Real Estate, Accounting, or related field 
  • 0–2 years of experience; internship or coursework in real estate finance or credit analysis a plus 
  • Strong Excel skills; comfort with formulas, sensitivity tables, and structured model inputs 
  • Detail-oriented with strong organizational and follow-through skills 
  • Clear written and verbal communication; comfortable asking questions and taking direction 
  • Exposure to PowerBI or similar reporting tools a plus, not required 

The Pay

Pay range is $85,000 - 100,000 with a discretionary bonus of 15% per year

The Work Environment

  • This role works on-site from Ascent's Encino office, Monday - Thursday (Fridays are work-from-home).
  • Full-time, 40 hours per week; must be available for occasional overtime.
  • Some nights and weekends required.

Our Benefits

We offer a comprehensive benefits package designed to support your health, well-being, and work-life balance. Our benefits include five health plans, two dental plans, health savings and flexible spending accounts, vision coverage, a 401(k) plan, and other optional benefits from which to choose.

Our Pledge

We pledge to be fair and considerate in hiring and promoting individuals, ensuring everyone can contribute their fullest potential regardless of background, identity, or personal circumstances. By promoting equal opportunity, we not only enhance our workplace but also contribute to a more just and equitable society. At Ascent, we stand united in building a community where everyone is empowered to succeed. Thank you for joining us on our journey towards a more inclusive future.

Skills Required

  • Bachelor's degree in Finance, Real Estate, Accounting, or related field
  • 0-2 years of experience (internship or coursework in real estate finance or credit analysis a plus)
  • Strong Excel skills (formulas, sensitivity tables, structured model inputs)
  • Detail-oriented with strong organizational and follow-through skills
  • Clear written and verbal communication; comfortable asking questions and taking direction
  • Exposure to PowerBI or similar reporting tools
  • On-site in Encino Monday-Thursday (Friday WFH); available for occasional overtime, some nights and weekends required
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The Company
HQ: Encino, CA
78 Employees
Year Founded: 2024

What We Do

AscentDS is a leading private lending and institutional debt platform offering customized financing solutions to top-tier single- and multi-family developers and investors. AscentDS was founded in 2024 by Robert Wasmund to capitalize on a multi-billion-dollar market opportunity to provide short-term secured loans for the acquisition, renovation and construction of single-family, homebuilder, and multi-family properties, along with post-completion bridge financing. The company leverages the management team’s long-term relationships with highly sophisticated borrowers, a proven track record of success building and scaling private loan origination platforms, a best-in-class construction management team, and proprietary software and data product suites to offer its borrowers an efficient and streamlined advantage.

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