Senior Analyst, Finance - Portfolio Reporting & Business Insights

BioMed Realty

$92K — $120K *
Real Estate & Construction
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, business, accounting, economics, or related field
  • Experience in corporate financial analysis, reporting, or accounting
  • Understanding of real estate fundamentals is a plus
  • Familiarity with commercial leases and financial terms is a plus
  • Strong proficiency in Microsoft Excel and PowerPoint
  • Experience with enterprise reporting systems or large financial data sets is a plus
  • Prior experience with Oracle EPM Cloud or similar platforms is a plus

Responsibilities

  • Prepare dashboards and reporting packages for management and investors
  • Analyze portfolio performance trends and create clear reporting
  • Provide analysis and supporting materials to help understand performance trends
  • Lead monthly rent roll variance review process for data accuracy
  • Review lease transactions to support reporting accuracy
  • Manage leasing databases to ensure data quality and reliability
  • Collaborate with teams to ensure consistent reporting
  • Utilize Excel, PowerPoint, and Oracle EPM Cloud for analysis and reporting

Benefits

  • Medical, Dental, and Vision Insurance
  • Paid Time Off and Paid Family Leave Benefits
  • 401(k) Retirement Savings Plan
  • Tuition Reimbursement
  • Flexible Spending Accounts
  • Commuter Benefits
  • Lifestyle Spending Account
  • Pet Insurance
  • ID Theft Insurance
  • Legal Insurance
  • Employee Assistance Program
  • 100% Employer-Paid Life & AD&D Insurance, Short and Long Term Disability
  • Access to onsite gym and complimentary refreshments
Full Job Description
This role is a key contributor to how senior management, the Board, and investors see the portfolio. The successful candidate will transform leasing, occupancy, and development data into actionable analysis and reporting that supports executive decision-making. The work spans recurring executive and investor deliverables, ad hoc analysis on portfolio performance, and partnership with teams across the company to describe what's happening in the business.

Key Duties and Responsibilities
  • Prepare recurring dashboards and reporting packages for senior management and investors, including portfolio occupancy reporting, quarterly investor presentations, and ad hoc investor requests
  • Analyze portfolio performance trends including occupancy, leasing activity, and tenant mix, and translate insights into reporting and presentations for senior management and investors, covering asset-level and portfolio-level performance metrics
  • Provide analysis and summary outputs
  • Lead the monthly rent roll variance review process to ensure data accuracy for executive and investor reporting, partnering with Lease Administration to investigate and resolve discrepancies
  • Review and analyze lease transactions and related documentation for portfolio metrics
  • Manage leasing and portfolio databases, ensuring data quality and consistency across reporting deliverables
  • Partner with teams across the company to coordinate data flow and ensure accurate, timely reporting
  • Perform diligent and detailed review of various reporting materials for accuracy, grammar, formatting, and consistency across deliverables
  • Utilize Excel, PowerPoint, and the organization's enterprise reporting software, Oracle EPM Cloud, in support of above efforts

Opportunities for Growth
  • Cross Functional Exposure: Partner with the Asset Planning & Analysis team on process improvement initiatives, gaining visibility into leasing and cash flow forecasting while building relationships with stakeholders across the broader organization
  • Leadership Development: For candidates who demonstrate readiness, opportunity to help lead efficiency and accuracy-focused process improvement projects, developing project leadership experience beyond the core role

Who is Likely to Thrive / Who May Struggle

You will likely thrive if you:
  • Are energized by a fast pace and multiple concurrent deadlines
  • Pride yourself on thoughtful work product, while balancing accuracy and minimizing errors
  • Can shift between recurring production work and ad hoc analysis without losing momentum
  • Enjoy working with large data sets and translating into clear insights
  • Are comfortable asking questions and pushing back when something doesn't look right

You may struggle if you:
  • Always need a detailed or step-by-step task list to be productive
  • Prefer working on one project at a time with long runways
  • Are uncomfortable with shifting priorities or surprise requests
  • Tend to wait for direction rather than proactively researching and solving problems

Skills / Experience Required
  • Bachelor's degree in finance, business, accounting, economics, or related field
  • Exposure to corporate financial analysis, reporting or accounting with an understanding of real estate fundamentals required
  • Familiarity with commercial leases and related financial terms required
  • Strong technical proficiency in Microsoft Excel and PowerPoint

Competencies Required
  • Attention to Detail: Produces accurate, error free, polished deliverables for management audience
  • Productive: Manages high volume of recurring deliverables, and able to prioritize and ensure quality product
  • Curiosity: Learns, applies new skills and continuously improves for own growth and success of the team
  • Communicative: Demonstrates clear and proactive communication both verbally and in writing, flagging issues early rather than in review
  • Collaborative: Builds strong working relationships across departments and embraces colleagues as collaborators
  • Drive/Initiative: Takes ownership of work and continuously looks for ways to improve processes, solve problems, beyond basic task completion
  • Organized: Navigates a fast-paced, team-oriented environment with multiple deadlines
  • Data Synthesizing: Efficiently coordinates the flow of data from multiple sources and aggregates into a combined reporting platform, while maintaining an understanding of the data "point of entry" and subsequent flow into multiple locations and reports
  • Flexibility: Readily adapts to changing priorities

Compensation:

$92,000 - $120,000 per year + Performance Based Incentives + Comprehensive Benefits

The above represents the expected salary range for this job requisition. Ultimately, in determining pay, we'll consider location, experience, and other job-related factors.

Benefits

At BioMed Realty, we make sure you have the support and resources to leverage and develop your skills, secure your financial future, and take care of your health and well-being. BioMed Realty continually seeks to provide a workplace where everyone can be their authentic self. Through BioMed Realty's competitive benefits offerings and various training and development opportunities, we have you covered with our Benefits Program which includes:
  • Medical, Dental, and Vision Insurance
  • Paid Time Off and Paid Family Leave Benefits
  • 401(k) Retirement Savings Plan
  • Tuition Reimbursement
  • Flexible Spending Accounts
  • Commuter Benefits
  • Lifestyle Spending Account
  • Pet Insurance
  • ID Theft Insurance
  • Legal Insurance
  • Employee Assistance Program
  • 100% Employer-Paid Life & AD&D Insurance, Short and Long Term Disability

Amenities
  • Onsite Gym
  • Complimentary Snacks, Fresh Fruit, Cold Brew Coffee, Kombucha and Soda Water Provided
  • Dry Cleaning Services Onsite

Notice to Recruiters and Third-Party Agencies

The Talent Acquisition team manages the recruitment and employment process for BMR. To protect the interests of all parties, BMR will only accept candidate resumes from recruiters or third-party agencies after a fully executed search agreement is in place.

Agencies and recruiters are specifically directed not to contact BMR employees directly to present candidates. Any candidate submitted by an agency or recruiter without a fully executed search agreement will be considered an unsolicited referral and will be accepted by BMR without any obligation to pay fees or charges.

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