Senior Financial Analyst

Overview

This role supports a dynamic Client Account within the organization’s Real Estate Management Services team. You will serve as a strategic financial partner, delivering comprehensive planning, analysis, and reporting that influences critical business decisions. The position works at the intersection of finance and real estate, transforming financial processes while maintaining high standards of professionalism and integrity.

Responsibilities

• Develop and maintain comprehensive financial forecasts, including annual plans and monthly/quarterly updates, with analysis to support strategic decision-making.
• Generate and distribute monthly and quarterly financial reports, including variance analysis (Budget vs. Actual and Forecast vs. Actual), ensuring accuracy and actionable insights for stakeholders.
• Create financial models and compile quantitative data in high-pressure situations; analyze performance trends and present findings to internal teams and client stakeholders.
• Lead and support cost-savings initiatives and process improvement projects by identifying tactical opportunities, gaps, and financial risks that drive operational efficiency.
• Collaborate with business leaders and senior finance team members to design and implement “Best in Class” reporting strategies, including automation and simplification initiatives while preserving data integrity.
• Partner with cross-functional teams to develop ad-hoc reports, presentations, and KPI dashboards while providing exceptional stakeholder service.
• Maintain confidentiality of sensitive financial information; act as a trusted resource to management and business partners and contribute to best practice development and process documentation.

Requirements

• Bachelor’s degree in Finance, Accounting, or equivalent professional experience; Master’s degree strongly preferred.
• 5–10 years of progressive experience in financial analysis, planning, and reporting, preferably within a corporate or client service environment.
• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, data modeling, and financial analysis functions; working knowledge of other MS Office applications.
• Demonstrated expertise in financial reporting, budgeting, forecasting, and variance analysis, with a proven ability to translate complex data into actionable business insights.
• Strong analytical and organizational skills, including managing multiple priorities, meeting tight deadlines, and maintaining accuracy in high-pressure situations.
• Excellent written and verbal communication skills, with the ability to present financial information clearly to diverse audiences, including senior leadership and external clients.
• Proven ability to work independently with minimal supervision and collaboratively within cross-functional teams, demonstrating initiative and accountability.

Preferred Qualifications

• Experience working in real estate, property management, or professional services industries, with exposure to client account management structures.
• International business experience or exposure to global financial operations and multi-currency environments.
• Familiarity with financial systems, business intelligence tools, or enterprise resource planning (ERP) platforms beyond standard Microsoft Office applications.
• Track record of leading process improvement initiatives, implementing automation solutions, or optimizing financial reporting workflows.
• Experience with cloud-based collaboration platforms for data management, reporting, and team communication.
• Ability to anticipate stakeholder needs, drive solutions with urgency, and proactively identify continuous improvement opportunities.
• Experience developing training materials, process documentation, or user support resources for financial tools and reporting systems.

Compensation & Benefits

Expected compensation: 85,000.00 – 115,000.00 USD per year.

Final compensation packages are determined by various considerations including candidate qualifications, location, market conditions, and internal considerations.

Benefits may include:

• 401(k) plan with matching company contributions
• Comprehensive medical, dental & vision care
• Paid parental leave at 100% of salary
• Paid time off and company holidays
• Early access to earned wages through Daily Pay

Location

Remote — Charlotte, NC; Chicago, IL; Seattle, WA; Washington, DC

Work Authorization

This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship.

Additional Information

• Accepting applications on an ongoing basis until candidate identified.