Cash Flow Analyst

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WeAssist.io

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B2B • Productivity • SaaS

WeAssist. io is a company that provides businesses with the opportunity to outsource a variety of tasks to skilled virtual assistants, allowing companies to focus on high-value activities. They specialize in enhancing business productivity by offering services like lead generation on various platforms, inbox and calendar management, expense and invoice handling, social media strategy, research, data entry, and more. WeAssist. io aims to help entrepreneurs and businesses "buy back" their time and increase operational efficiency by taking low-value tasks off their hands.

51 - 200 employees

🤝 B2B

⚡ Productivity

☁️ SaaS

📋 Description

• 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 • 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) • 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 • 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) • 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

🎯 Requirements

• 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)

🏖️ Benefits

• 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