Senior Analyst - Investor Reporting
Greystone, Warrenton, VA, United States
Overview
Greystone is a private national commercial real estate finance company with an established reputation as a leader in multifamily and healthcare finance, with $13 billion in loan originations in 2025. The firm consistently ranks in the Top 10 for Fannie Mae & Freddie Mac by multifamily loan volume and is the #1* Overall HUD Multifamily and Healthcare Lender in the country. Greystone also ranks nationally as a top affordable housing, seniors housing, and small balance loan lender. At Greystone, charity is at the heart of who we are and what we do.
At Grestone, everything we do is driven by our purpose of improving others’ lives. As we work hard to maintain our ranking as a top national commercial real estate lender, our culture of caring and support is just as important. We don’t just say “Where People Matter” – we lead with this mantra every day to guide our actions and behaviors. Grestone is committed to fostering and preserving a culture of inclusion. Belonging is at the heart of our culture of caring, integrity and excellence and is a driving force behind our entrepreneurial spirit and creativity.
We are seeking a Senior Analyst, Investor Reporting to join our high‑performing team. In this role, the Senior Analyst will play a critical part in ensuring accurate, timely reporting and remittance to major investors such as Fannie Mae, Freddie Mac, Ginnie Mae, and Private Placements. This position is based in our Warrenton, Virginia office.
Primary Duties and Responsibilities
Prepare, analyze, and deliver investor reporting with precision and timeliness.
Remit funds accurately while ensuring compliance with investor and regulatory requirements.
Research and resolve reporting variances, exceptions, and discrepancies.
Calculate fees and miscellaneous financial items with a high level of accuracy.
Reconcile bank accounts and ledgers using Microsoft Dynamics NAV (Navision) and troubleshoot outages proactively.
Utilize online banking platforms to gather balance reports and process wire transfers and ACH transactions.
Produce supporting documentation for internal and external audits.
Maintain and update departmental procedures to support continuous improvement.
Experience, Skills, and Abilities Required
Three (3) plus years of experience in finance, accounting, or investor reporting.
Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
Experience with Microsoft Dynamics NAV or another general ledger system (preferred).
Strong proficiency in Microsoft Excel and Word.
Experience in loan servicing (a plus).
Exceptional organizational skills with the ability to prioritize and meet deadlines.
A self‑starter with strong problem‑solving skills and the ability to manage multiple tasks simultaneously.
Excellent written and verbal communication skills.
A collaborative mindset and the ability to contribute positively to a team‑oriented environment.
At Greystone, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build a work environment that empowers all individuals with opportunities to channel their entrepreneurial spirit. Greystone is an EEO employer.
*For HUD's 2025 fiscal year ending September 30, 2025. Based upon combined firm commitments received by Greystone Funding Company LLC and Greystone Servicing company LLC and excludes risk sharing and hospital loans.*
Recruitment Spam Greystone posts open roles only on our official Careers page at Grestone.com and on our Greystone LinkedIn page. We communicate with candidates exclusively through @greyco.com email addresses and our verified LinkedIn company page.
We will never request payment, fees, gift cards, or sensitive personal or financial information outside of a formal hiring and onboarding process, and we do not conduct interviews solely via text message or messaging apps.
If you are contacted by someone claiming to represent Greystone and suspect the communication may be fraudulent, please do not respond.
Instead, report the incident through the “Contact Us” form on Greystone.com and notify the platform where the contact occurred.
Greystone does not authorize or endorse communications from individuals falsely representing our organization.
#J-18808-Ljbffr
At Grestone, everything we do is driven by our purpose of improving others’ lives. As we work hard to maintain our ranking as a top national commercial real estate lender, our culture of caring and support is just as important. We don’t just say “Where People Matter” – we lead with this mantra every day to guide our actions and behaviors. Grestone is committed to fostering and preserving a culture of inclusion. Belonging is at the heart of our culture of caring, integrity and excellence and is a driving force behind our entrepreneurial spirit and creativity.
We are seeking a Senior Analyst, Investor Reporting to join our high‑performing team. In this role, the Senior Analyst will play a critical part in ensuring accurate, timely reporting and remittance to major investors such as Fannie Mae, Freddie Mac, Ginnie Mae, and Private Placements. This position is based in our Warrenton, Virginia office.
Primary Duties and Responsibilities
Prepare, analyze, and deliver investor reporting with precision and timeliness.
Remit funds accurately while ensuring compliance with investor and regulatory requirements.
Research and resolve reporting variances, exceptions, and discrepancies.
Calculate fees and miscellaneous financial items with a high level of accuracy.
Reconcile bank accounts and ledgers using Microsoft Dynamics NAV (Navision) and troubleshoot outages proactively.
Utilize online banking platforms to gather balance reports and process wire transfers and ACH transactions.
Produce supporting documentation for internal and external audits.
Maintain and update departmental procedures to support continuous improvement.
Experience, Skills, and Abilities Required
Three (3) plus years of experience in finance, accounting, or investor reporting.
Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
Experience with Microsoft Dynamics NAV or another general ledger system (preferred).
Strong proficiency in Microsoft Excel and Word.
Experience in loan servicing (a plus).
Exceptional organizational skills with the ability to prioritize and meet deadlines.
A self‑starter with strong problem‑solving skills and the ability to manage multiple tasks simultaneously.
Excellent written and verbal communication skills.
A collaborative mindset and the ability to contribute positively to a team‑oriented environment.
At Greystone, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build a work environment that empowers all individuals with opportunities to channel their entrepreneurial spirit. Greystone is an EEO employer.
*For HUD's 2025 fiscal year ending September 30, 2025. Based upon combined firm commitments received by Greystone Funding Company LLC and Greystone Servicing company LLC and excludes risk sharing and hospital loans.*
Recruitment Spam Greystone posts open roles only on our official Careers page at Grestone.com and on our Greystone LinkedIn page. We communicate with candidates exclusively through @greyco.com email addresses and our verified LinkedIn company page.
We will never request payment, fees, gift cards, or sensitive personal or financial information outside of a formal hiring and onboarding process, and we do not conduct interviews solely via text message or messaging apps.
If you are contacted by someone claiming to represent Greystone and suspect the communication may be fraudulent, please do not respond.
Instead, report the incident through the “Contact Us” form on Greystone.com and notify the platform where the contact occurred.
Greystone does not authorize or endorse communications from individuals falsely representing our organization.
#J-18808-Ljbffr