*Financial Analyst

YES Communities

$80K — $90K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Business Analytics, Economics, or a related field.
  • 2-5 years in FP&A, investor/financial reporting, corporate finance, or similar analytical role.
  • Demonstrated financial modeling experience for budgeting and forecasting.
  • Advanced Excel and PowerPoint skills for reconciliations and executive presentations.
  • Experience with large datasets using SQL or related analytical tools; familiarity with reporting platforms like Adaptive or Power BI is beneficial.
  • Strong communicator with the ability to present complex analyses clearly.
  • Exceptional attention to detail and a history of meeting deadline-driven deliverables.

Responsibilities

  • Serve as the main contact for investor and external reporting requests, managing intake and delivery.
  • Oversee the investor reporting cycle including calendars, monthly deliverables, and ad hoc requests.
  • Coordinate responses across multiple departments such as Finance and Operations.
  • Reconcile financial figures from various sources to enhance data accuracy.
  • Support creation of board materials and presentations explaining financial results.
  • Develop and maintain financial models for budgeting and investor reporting.
  • Analyze variance and trends, linking them to operational drivers.
  • Lead improvement initiatives in reporting automation and standardization.

Benefits

  • Competitive salary
  • Comprehensive health benefits
  • Life, long and short-term disability insurance
  • 401(k) with company match
Full Job Description
Financial Analyst

Denver, CO

Position Summary:

YES is seeking a Financial Analyst to own investor and external reporting. You will lead responses for our institutional investors, coordinating across teams to deliver accurate, timely, well-supported deliverables. Between reporting cycles, you'll support the annual budget process, forecasting, and financial modeling. This is a highly visible role reporting to the FP&A Manager, ideal for someone who is analytical, detail-oriented, and thrives in a fast-paced environment.

Key Responsibilities:
  • Be the centralized point of contact for investor and external reporting requests - own intake, prioritization, and delivery.
  • Manage the recurring investor reporting cycle: reporting calendars, monthly deliverables, and ad hoc requests.
  • Coordinator cross-functional responses across Finance, Business Intelligence, Accounting, Operations, and Asset Management.
  • Reconcile figures across data sources, identifying root causes and improving data quality at the source.
  • Support board materials and executive personations that explain the story behind the numbers.
  • Build and maintain financial models supporting budgeting, forecasting, long-range planning, strategic initiatives, and investor reporting.
  • Analyze results, variances, and trends, and connect them to the operational drivers behind them.
  • Drive continuous improvement by partnering with Business Intelligence to automate reporting, standardize metrics, document processes, and strengthen reporting controls.
  • Take on ad hoc analysis and special projects for the FP&A team and senior leadership.


Qualifications:
  • Bachelor's degree in Finance, Accounting, Business Analytics, Economics, or a related field.
  • 2-5 years in FP&A, investor/financial reporting, corporate finance, or a comparable analytical role.
  • Demonstrated financial modeling experience supporting budgeting, forecasting, long-range planning, capital investments, or valuation.
  • Advanced Excel and PowerPoint skills, including reconciliations and executive-level presentations.
  • Experience working with large datasets using SQL or similar analytical tools; experience with enterprise reporting platforms such as Adaptive, Incorta, Power BI, or Tableau is a plus.
  • Strong financial and accounting foundation; a strong communicator able to package complex analysis clearly for financial, non-financial, senior, and external audiences.
  • Exceptional attention to detail and a track record of owning deadline-driven deliverables across multiple functions.
  • Self-motivated and quick to pick up new tools, technologies, and processes.
  • Experience supporting institutional investors or REIT reporting strongly preferred; real estate, manufactured housing, or other real-asset experience a plus.


COMPENSATION: $80,000 - $90,000 + 10% annual bonus opportunity

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The YES Difference

Competitive salary | Comprehensive health benefits | Life, long and short-term disability insurance | 401(k) with company match

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