On-Site Financial Analyst at Linchris Hotels in Plymouth, MA

The Financial Analyst is an on-site role at our Corporate Office that supports hotel acquisitions, asset management, and fund reporting through financial modeling, market research, and clear investment analysis. The role helps management evaluate opportunities, monitor property and fund performance, and communicate results to existing and prospective investors. Responsibilities include preparing investment memoranda and developing PowerPoint presentations for annual investor meetings, fundraising, and marketing.

Work Location: Onsite — Plymouth, MA | This is not a remote position.

Duties and Responsibilities:

Acquisitions and Investment Analysis:

• Build and maintain Excel models for hotel acquisitions, refinancing, and dispositions, incorporating operating forecasts, renovation budgets, financing terms, cash flows, and exit assumptions.

• Evaluate investment returns using internal rate of return (IRR), equity multiples, cash yields, and sensitivity analyses; explain key assumptions, downside risks, and investment recommendations.

• Research hotel markets, competitive properties, demand drivers, new supply, and comparabletransactions to assess pricing, growth prospects, and competitive threats.

• Support due diligence by reviewing offering materials, historical financials, operating data, contracts, leases, and capital expenditure plans; summarize findings and track outstanding information.

• Prepare investment and co-investment memoranda and supporting analyses for management review and transaction decisions.

Property and Fund Performance:

• Consolidate and analyze property and fund financial data; compare actual results with budgets, forecasts, underwriting, and prior periods, and explain material variances.

• Monitor hotel operating metrics, including occupancy, average daily rate (ADR), revenue per available room (RevPAR), margins, and net operating income (NOI); identify opportunities to improve performance.

• Maintain property valuations and fund return analyses, including debt financing, ownership interests, cash flow timing, fund expenses, management fees, and performance fees.

• Prepare return attribution and value bridge analyses that explain how operating performance, capitalization rates, financing, and fees affect property returns and investor net returns.

Investor Reporting and PowerPoint Presentations:

• Create and update PowerPoint presentations for annual investor meetings, investor updates, marketing decks, fundraising pitch books, and individual investment opportunities.

• Translate financial models and research into clear charts, tables, property summaries, and written narratives that explain portfolio performance, investment strategy, risks, and value creation.

• Maintain presentation templates and investment track record information; ensure consistent branding, readable layouts, and accurate financial data across reports and decks.

• Coordinate with management, accounting, and operations to gather information, incorporate review comments, and deliver investor materials on schedule; reconcile figures to source models and distinguish actual results from projections.

Data Quality and Special Projects:

• Reconcile information across models, accounting records, and reports; document assumptions and sources, maintain version control, and protect confidential company and investor information.

• Improve recurring models and reporting processes, support responses to investor and lender information requests, and complete ad hoc financial analyses and special projects as assigned.

Qualifications and Skills:

• Bachelor’s degree in Finance, Accounting, Economics, Real Estate, Hospitality, or a related field.
• Strong Excel skills, including financial modeling, formulas, pivot tables, scenario analysis, and charts; ability to maintain accurate, auditable models.
• Strong PowerPoint skills with the ability to independently develop professional investor presentations and marketing decks, including slide structure, layout, charts, and concise financial narratives.
• Understanding of financial statements, cash flow analysis, valuation, investment returns, and debt financing; familiarity with fund economics and distribution waterfalls preferred.
• Experience in financial analysis, real estate investment, hospitality, asset management, or a related field preferred; familiarity with hotel operating metrics and market research is a plus.
• Strong analytical judgment, attention to detail, and written and verbal communication skills; ability to explain financial findings and recommendations clearly.
• Ability to manage competing deadlines, work independently, collaborate across departments, and handle confidential information with discretion.
• This is an onsite position based at our Plymouth, MA office; remote work is not available.
• Candidates must be able to reliably commute to the work location for their scheduled work hours.