Fairfield University

Financial Analyst Senior - Corporate Finance

Fairfield University$100K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business Administration with a focus on Finance or Economics; advanced degree preferred.
  • 5+ years of Financial Analyst experience, ideally within the real estate industry.
  • Skilled in Adaptive Planning, Tableau, and multidimensional databases.
  • Proven track record in developing complex financial models for forecasting and variance analysis.
  • Ability to synthesize large data sets into actionable insights via dashboards and reports.

Responsibilities

  • Complete monthly, quarterly, and year-end financial reporting.
  • Analyze and interpret financial data for various business units.
  • Develop and maintain advanced financial forecasting models and dashboards.
  • Support investment analysis with knowledge of metrics like IRR and NPV.
  • Create high-quality presentations for senior management.

Benefits

  • Paid time off, holidays, and sick days.
  • 401(k) matching program.
  • Medical, dental, and vision insurance.
  • Flexible spending account options.
  • Life insurance coverage.
Full Job Description
About the Role

The Senior Financial Analyst, Corporate Finance supports corporate-level planning, forecasting, reporting, and performance analysis to inform strategic and investment decisions. Reporting to the Director of Corporate Finance, this role delivers core FP&A outputs including budget, forecast, variance analysis, and capital planning using modern platforms such as Microsoft Fabric, Workday Adaptive Planning, and Power BI Direct Lake.

This role extends beyond traditional analysis, requiring expertise in financial modeling, data modeling, and applied AI tools including Copilot and LLM-based solutions. The position builds and maintains models, dashboards, and reporting that translate complex data into actionable insights, while developing AI-enabled workflows that improve forecasting accuracy, reduce cycle time, and enhance decision-making.

This position follows a hybrid work schedule, with three days on-site and two days remote. Candidates must reside within commuting distance of our corporate office in the Sorrento Valley area of San Diego, CA.

What You'll Do

Below is a snapshot of what this role is all about. While there is more to it, this is the core focus.

Reporting & Performance Insights
  • Completes monthly, quarterly and year end reporting.
  • Reports, analyzes, and interprets financial and operating data for business units.
  • Maintains standardized reporting and analysis that explains key variances, trends, and performance drivers.


Forecasting Models & Dashboards
  • Develops and maintains sophisticated financial forecasting models and dashboards.
  • Ability to develop and manage complex models, spreadsheets, and databases, KPIs.
  • Ability to project cash and working capital needs.


Investment and Valuation Support
  • Familiar with Investment Returns & Waterfalls (IRR, Multiples, NPV).
  • Understanding of asset valuation & various proforma models (DCF).
  • Completes other adhoc projects as assigned to aid management and investors in strategy and investment decisions.


Executive Presentations & Partnership
  • Responsible for creation of presentations for senior management.
  • Ability to work collaboratively with all levels of employees and management to maximize performance and results.
  • Must be detailed, organized and a strong team player.


Compliance & Training
  • Completes company required training by established deadline.
  • Complies with all Fairfield standards, applicable health and safety rules and regulations, as well as applicable local, state and federal laws.
  • Any other duties or responsibilities that may be assigned.


What We're Looking For
Education & Certifications
  • Bachelors degree in Business Administration with a concentration in Finance or Economics is required; advanced degree is a plus.


Experience
  • 5+ years of relevant Financial Analyst experience; real estate industry experience is a plus.
  • Experience in Adaptive Planning, Tableau and multidimensional databases a plus.
  • Demonstrated experience building and maintaining complex financial models used for forecasting, variance analysis, and executive decision support, including clear documentation and structured assumptions.
  • Proven ability to convert large or complex data sets into actionable insights through dashboards, KPI reporting, and concise executive-ready narratives and visuals.
  • Experience managing multiple priorities in a deadline-driven environment (monthly/quarterly cycles), balancing accuracy, speed, and stakeholder communication.


Skills & Competencies
  • Strong financial analysis knowledge: Applies financial concepts to interpret results, identify drivers, and explain what changed, why it changed, and what it means for decisions.
  • Complex financial modeling (forecasting and scenario design): Builds structured models with transparent assumptions, sensitivity testing, and outputs that stakeholders can trust and use.
  • Advanced Excel and Microsoft Office capability: Uses advanced functions, pivoting, automation techniques, and clear formatting to produce reliable, repeatable analyses and executive-ready materials.
  • Financial statement fluency: Understands how the income statement, balance sheet, and cash flow statement connect; uses that understanding to validate results and explain impacts.
  • KPI development and management: Defines meaningful measures, connects operational and financial indicators, and builds reporting that highlights trends, thresholds, and performance gaps.
  • Dashboarding and data visualization: Creates clear visuals that tell the story quickly, emphasizing key messages, comparisons, and trends for senior management.
  • Data management and analytical rigor: Maintains clean inputs, applies validation checks, reconciles to sources, and documents logic to reduce risk of errors.
  • Investment return analysis (IRR, Multiples, NPV) and waterfalls: Interprets return metrics, explains drivers, and communicates how timing and assumptions affect outcomes.
  • Valuation and DCF proforma understanding: Builds or interprets DCF-based valuation logic, articulating key assumptions and sensitivity impacts.
  • Cash flow and working capital forecasting: Projects cash needs and timing, highlighting risks and actionable levers that affect liquidity.
  • Organization and attention to detail: Produces accurate, timely, complete work by maintaining disciplined review processes and careful version control.
  • Prioritization and deadline management: Plans work across recurring cycles and ad hoc demands, escalating risks early and delivering on commitments.
  • Independence and ownership mindset: Works independently to solve problems, identify needed inputs, and complete deliverables with minimal oversight.
  • Collaboration and stakeholder partnership: Works collaboratively with all levels of employees and management to maximize performance and results, communicating clearly and respectfully.
  • Professional communication and executive presentation: Produces concise, well-structured presentations and narratives that connect analysis to decisions and recommended actions.


Join Our Team!

Ready to make an impact? Apply today!

#LI-JULIA

Estimated Rate of Pay:
$100,00.00 - $120,000.00
This position is exempt; the range above reflects annual salary.

The pay range displayed for this position is determined by skills and experience required, location and job complexity*. Potential job offers may vary based on the skills, education, and experience an individual candidate holds. This range reflects base rate only, and does not include allowances, perks, commissions or bonuses applicable to this position (if any). In addition to base salary, Fairfield offers all full time associates the following, upon meeting eligibility requirements:
  • Paid time off, paid holidays and sick days, paid time off for volunteering activities (optional)
  • Matched 401(k)
  • Medical, dental & vision insurance
  • Flexible spending account
  • Life insurance


* Pay range is a calculation based on a midpoint price. Fairfield complies with all wage and hour laws, including minimum wage and salary exempt requirements.

Job duties for this position include: work safely and cooperatively with others, including supervisors; adhere to performance standards despite stressful conditions; communicate effectively and respectfully to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations. Pursuant to the Los Angeles, San Francisco, and San Diego County Fair Chance Ordinances, the California Fair Chance Act, and any other applicable law, we will consider for employment qualified applicants with arrest and conviction records.

About Fairfield University

Fairfield University is a private Jesuit university located in Fairfield, Connecticut. It was founded in 1942 and has since grown to offer over 100 undergraduate and graduate programs across five schools: the College of Arts and Sciences, the Dolan School of Business, the School of Engineering, the School of Nursing, and the Graduate School of Education and Allied Professions. Fairfield University is committed to providing a well-rounded education that emphasizes critical thinking, ethical leadership, and social responsibility. The university has a diverse student body and offers a wide range of extracurricular activities, including over 100 student organizations and 20 varsity sports teams.
Learn more about Fairfield University
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1,000 employees
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