Senior Financial Analyst

Overview

This role involves serving as a Senior Financial Analyst within a Real Estate Management Services business unit. The position acts as a strategic financial partner to the client finance team, driving financial excellence and business growth through comprehensive financial management and analysis. The role supports performance goals by delivering accurate financial reporting, budgeting, and forecasting that impact client satisfaction and operational efficiency. Collaboration with cross-functional teams is essential to ensure financial integrity and contribute to the success of real estate investments.

Responsibilities

• Lead finance business partnership to support project management and capital planning/forecasting processes and deliverables.
• Provide financial insights and reporting.
• Perform detailed variance analysis comparing actual performance to budget and forecast, identifying trends and providing actionable insights.
• Support month-end and year-end closing processes, including journal entries, account reconciliations, and analysis to ensure timely and accurate financial reporting.
• Oversee client funding process, ensuring proper calculation, invoicing, and recognition of costs and related revenues/fees.
• Collaborate with project management teams and clients to resolve financial inquiries, explain variances, and provide strategic financial guidance.
• Assist in developing and managing annual operating expense and capital plan budgets and rolling forecasts.
• Work closely with leadership and capital planning teams to align financial projections with business objectives.
• Maintain and enhance financial models, reporting, analytics, and dashboards to support business leadership decision-making.
• Implement best practices related to various ad hoc analyses while ensuring compliance with organizational standards and client specifications.
• Deliver high levels of customer service to business leadership and stakeholders.
• Participate in client meetings and presentations, effectively communicating financial performance and strategic recommendations.
• Provide additional corporate accounting and financial reporting support as required.

Required Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 3-5 years of progressive experience in financial management, preferably within real estate, property management, or related industries.
• Strong proficiency in accounting principles (GAAP) and advanced Excel skills, including project accounting, financial modeling, pivot tables, and complex formulas.
• Experience with financial reporting software and ERP systems; preference for real estate management platforms such as Oracle E1, Corrigo, Adaptive Work, Ingenious, Tririga, or similar.
• Proficiency with PowerBI and Smartsheet.
• Proven ability to manage multiple complex projects simultaneously while maintaining attention to detail and meeting deadlines.
• Experience managing multiple client relationships and competing priorities in a fast-paced environment.
• Highly motivated self-starter with ability to mentor junior finance team members.
• Excellent financial, analytical, problem-solving, and organizational skills.
• Ability to interpret complex financial data and translate findings into clear, actionable business insights.
• Strong written and verbal communication skills with experience presenting financial information to diverse audiences including clients, senior management, and operational teams.

Preferred Qualifications

• Master's degree in Business Administration (MBA), Finance, or Accounting with emphasis on real estate or corporate finance.
• Previous experience in commercial real estate services, property management, or real estate investment management.
• Familiarity with real estate financial concepts including project accounting, allocation methodologies, capital expenditure, and project expense planning.
• Experience with Power Query and BI analytic tools.
• Demonstrated experience in process improvement initiatives and system implementations that drive operational efficiency and enhance client service delivery.
• Strong project management skills with ability to lead cross-functional initiatives and mentor junior team members in financial analysis and reporting best practices.

Location

Not specified.

Compensation & Benefits

Not specified.