Financial Modeling Associate Job Opening at REFM

Financial Modeling Associate Position


Top players in the U.S. CRE business turn to REFM when they need expert help modeling a single transaction or a fund, when they must ensure the integrity of their in-house models, and when they need to train their employees in Excel-based financial modeling.

Since its inception in 2009, REFM has assisted its consulting clients in modeling for the raising and placement of billions of dollars of equity and debt capital.

REFM models a wide variety of transactions up and down and the capital stack and across geographies, property types and business models. REFM works exclusively in Excel. REFM does not use Argus.

REFM is seeking a Financial Modeling Associate to be a top performer in the company.

Position Title: Financial Modeling Associate

Reporting to: Bruce Kirsch, Founder & CEO


  • Run commercial real estate client transaction analyses in existing suite of REFM Excel-based templates and interface with clients on results
  • Enhance the existing suite of REFM Excel template products
  • Build custom templates and conduct model audits per client requirements
  • Assist in detailed discovery of prospective client requirements
  • Author proposals for new prospective consulting engagements
  • Provide support to Excel template purchasers
  • Train to become an REFM Instructor for eventual corporate and university live training delivery assignments
  • Author training content quiz questions and answers.


  • You consider yourself to be in the top 1% of financial modelers among your peers
  • Love of creative problem solving
  • Willingness to be critiqued and continue learning
  • Meticulousness and carefulness
  • Perseverance/stubbornness to get to the answer independently
  • Clear communication style
  • Discretion for confidential client matters
  • Willingness to step in where needed
  • Positive attitude
  • Covid-19 vaccination and booster and intent to continue being boosted.

Why work at REFM?

  • Highly entrepreneurial team with no bureaucracy or office politics
  • Standing/sitting desk setup
  • Computer hardware allowance
  • Competitive compensation package
  • 401(k)
  • Health care
  • Opportunity for rapid growth and advancement.

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This is a full-time position performed initially on a remote basis, with eventual location in the REFM office in downtown Decatur, GA, just outside of Atlanta. Some air travel may be required for client work.

REFM Consulting Clients

CBRE Global Investors
Clark Enterprises
Comstock Homes
Conor Commercial
Crescent Communities
Eider Creek Capital
Federal City Property
Four Seasons
GTIS Partners
Howard Hughes
Hunt Companies
Insight Property Group
LaSalle Investment
Mesa Capital
Miller Valentine
Pace Properties
Panoramic Interests
PEG Development
Portman Residential
Renaissance Downtowns
Rockefeller Group
Skanska USA
Snavely Group
Trammell Crow Residential
Trion Properties

REFM Training Clients

ASB Capital Management
CBRE Global Investors
Crescent Communities
Crow Holdings
DLA Piper
GTIS Partners
Hodes Weill & Associates
JBG Smith
Kennedy Wilson
Park Hill
Peterson Companies
PN Hoffman
Skanska USA
Square Mile Capital
USAA Real Estate

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