Overview
This role is for a Senior Financial Analyst supporting financial excellence across a global commercial real estate platform. The position combines advanced financial modeling, strategic analysis, and cross-functional collaboration to inform key business decisions, investment strategies, operational efficiency, and client solutions.
Responsibilities
- Prepare comprehensive financial reports, variance analyses, and executive dashboards to support strategic decision-making
- Collaborate with cross-functional teams (Asset Management, Leasing, and Operations) to analyze performance metrics and identify optimization opportunities, gaps, and financial risks
- Support cost-savings and process improvement initiatives
- Lead monthly and quarterly financial close processes, including budget vs. actual analysis and forecasting updates for assigned portfolios
- Oversee accounts receivable maintenance and research, focusing on items over 30 days past due to meet AR objectives and metrics
- Partner with senior leadership to prepare board presentations, investor materials, and client reporting packages
- Complete and support regular and ad-hoc reporting, including informal and formal internal documents, reports, graphs, charts, and presentations
- Support development of efficient reporting strategies, including automation and simplification of reporting processes while preserving data integrity
- Mentor junior analysts and contribute to process improvement initiatives that enhance the efficiency and accuracy of financial operations
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 3–5 years of progressive financial analysis experience
- Advanced proficiency in Excel, including complex financial modeling, pivot tables, and advanced formulas; experience with financial systems preferred but not required (E1/JDE, PeopleSoft Financials, Corrigo)
- High attention to detail and accuracy, with ability to make effective decisions and solve problems
- Proven track record in financial modeling, budgeting, forecasting, and variance analysis within corporate finance or real estate environments
- Excellent analytical and problem-solving skills, with demonstrated ability to synthesize complex data into actionable insights
- Outstanding written and verbal communication skills, including experience presenting financial information to senior executives
- Detail-oriented approach with strong organizational skills and ability to manage multiple projects simultaneously in fast-paced environments
Preferred Qualifications
- MBA, CPA, CFA, or other relevant professional certification demonstrating commitment to financial excellence
- Previous experience in commercial real estate, REIT operations, or real estate investment management
- Proficiency in advanced analytics tools such as Power BI, Tableau, SQL, or similar business intelligence platforms
- Knowledge of GAAP accounting principles and financial reporting standards, particularly as they relate to real estate
- Experience with debt and equity financing structures, including construction loans, permanent financing, and joint venture arrangements
- Familiarity with property management systems and lease administration processes
- Project management experience with demonstrated ability to lead cross-functional initiatives and process improvements