Job Description: The Financial Analyst - Real Estate (Consumer Group)& Occupancy Costs is responsible for analyzing, forecasting, and reporting lease, construction, and occupancy expenses across a portfolio of 6697 Tax Retail Stores and Expert corporate Office locations. This role partners closely with Transaction Management, Lease Administration, Real Estate, Construction, Facilities Management, Accounting, Finance, and Executive Leadership to provide actionable financial insights, ensure accurate capital and expense forecasting and reporting, and support strategic decision-making.
The ideal candidate combines strong financial analysis skills with experience interpreting profit and loss statements, managing large datasets, and developing executive-level reporting and dashboards.
Key Responsibilities:
Financial Analysis:
- Analyze monthly financial performance profit and loss statements for a portfolio of 669567 Tax Retail Stores and Expert Office locations.
- Evaluate lease-related expenses, occupancy costs, CAM charges, taxes, utilities, and other real estate operating expenses.
- Analyze capital construction expenditures, remodel projects, and new store development costs.
- Identify cost trends, spending variances, and opportunities for cost optimization.
- Partner with Accounting to ensure accurate expense allocation and financial reporting.
Reporting & Executive Dashboards:
- Develop and maintain monthly, quarterly, and annual financial reporting packages for executive leadership.
- Create dashboards that summarize:
- Lease expenses
- Construction spending
- Occupancy costs
- Budget vs. Actual performance
- Forecasts
- Key performance indicators (KPIs)
- Present financial findings and recommendations to Finance leadership and business partners.
- Automate recurring reports whenever possible using Power BI, Excel, SQL, or other reporting tools.
Budgeting & Forecasting:
- Support annual budgeting and quarterly forecasting for occupancy and construction expenses.
- Monitor financial performance against budget and explain significant variances.
- Assist with long-range financial planning for the real estate portfolio.
- Responsible for the creation and management of Purchase Orders with vendors
- Responsible for the monthly accrual process with Accounting
Business Partnership:
- Collaborate with Transaction Management Real Estate, Construction, Facilities Management, and Procurement teams to understand operational drivers of expenses.
- Provide financial support for lease renewals, new store openings, relocations, and construction projects.
- Recommend strategies to improve financial performance and cost efficiency.
Data Management:
- Maintain financial models supporting lease and construction cost analysis.
- Ensure data integrity across multiple financial and operational systems.
- Consolidate information from ERP systems, lease administration platforms, and construction management tools.
Core Competencies:
- Financial Analysis
- Executive Reporting
- Budgeting & Forecasting
- Occupancy Cost Management
- Lease Cost Analysis
Required Skills:
- Bachelor's degree in Finance, Accounting, Business, Economics, or related field.
- 5+ years of financial analysis experience.
- Experience analyzing multi-location retail or real estate portfolios.
Strong understanding of:
- Profit & Loss Statements
- Budgeting
- Forecasting
- Variance Analysis
- Financial Modeling
- Advanced MS Excel skills (Power Query, PivotTables, Power Pivot, complex formulas).
- Experience creating executive reports and dashboards.
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication skills.
Preferred Experience:
- Experience supporting 300+ retail locations.
- Knowledge of lease accounting (ASC 842/IFRS 16).
- Experience with construction accounting or capital project management.
