Overview
This role supports the Financial Planning & Analysis (FP&A) team by analyzing operational and financial performance across a property portfolio. It acts as a key liaison between Finance, Operations, Accounting, and Property teams, translating financial results into actionable insights to improve budgeting, forecasting, and strategic decision-making. The ideal candidate has experience in student housing operations, strong analytical skills, and the ability to communicate complex data clearly to stakeholders.
Responsibilities
Financial Planning & Analysis
- Support the annual budgeting process, monthly forecasting cycles, and long-range financial planning for assigned properties and operational departments.
- Prepare monthly variance analyses comparing actuals versus budget, prior forecast, and prior year performance, including clear narrative explanations of key drivers.
- Consolidate and validate assumptions submitted by property teams during budgeting and forecasting to ensure accuracy and consistency.
- Assist with rate-setting analysis and revenue optimization initiatives in partnership with Operations and Revenue Management.
- Prepare Common Area Maintenance (CAM) calculations for properties with retail tenants.
Operational Reporting & Analysis
- Analyze property-level performance data such as occupancy trends, leasing velocity, payroll, utilities, concessions, and operating expenses.
- Build and maintain financial models, operational KPI dashboards, and standardized reporting templates to support leadership decision-making.
- Improve reporting automation and process efficiencies using Excel, Power BI, or other financial and business intelligence tools.
- Ensure data integrity across reporting systems and collaborate with Accounting during month-end close processes.
Cross-Functional Collaboration & Strategic Support
- Partner with Operations leadership to identify financial risks, operational opportunities, and cost-saving initiatives.
- Support ad hoc financial analyses requested by executive leadership and cross-functional teams.
- Serve as a resource for property teams navigating budgeting tools, reporting systems, and financial processes.
Requirements
- Minimum 2 years of experience in property management, student housing, or real estate operations.
- Familiarity with student housing leasing cycles, turn seasons, and occupancy management.
- Advanced Microsoft Excel skills (pivot tables, VLOOKUP/XLOOKUP, data modeling).
- Strong attention to detail, analytical and critical thinking skills, and organizational abilities.
- Excellent written and verbal communication skills, capable of presenting financial findings to non-finance audiences.
- Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
Preferred Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or Business Administration.
- At least 1 year of experience in financial planning, budgeting, or forecasting.
- Experience with Adaptive Insights, Entrata, Power BI, or similar BI/FP&A platforms.
- Experience preparing variance analysis reports (actuals vs. budget/forecast).
- Familiarity with property management financial metrics such as NOI, occupancy rate, and CAM reconciliation.
- Genuine interest in financial analysis, business operations, and strategic planning within real estate or property management.
Compensation & Benefits
- Competitive base salary with annual bonus potential.
- Medical, dental, and vision insurance.
- Up to 12 weeks paid parental leave plus one year of diapers provided.
- 15 days of paid time off plus 2 additional "Wellbeing Days."
- 401(k) plan with 5% company match.
- Remote work environment.
- Wellness initiatives including healthy team competitions and virtual yoga.
- Opportunities for professional growth with clear paths to leadership.
- Additional rewards and recognition programs.
Location
Remote work environment with collaboration across property locations in the United States.