Senior Analyst, Strategy, Planning & Analytics

Beam Living

$100K — $115K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, economics, accounting, or engineering preferred.
  • 1-3 years of relevant experience in financial or data analysis.
  • Strong understanding of financial and data management principles.
  • Outstanding analytical and problem-solving skills with attention to detail.
  • Excellent communication skills with the ability to influence stakeholders.
  • Ability to produce quality deliverables under tight deadlines.
  • Proficient in Excel and modeling, with data visualization skills a plus.

Responsibilities

  • Produce complex models and forecasts for financial reporting.
  • Evaluate and review capital investment opportunities.
  • Provide analytical support across all organization areas.
  • Analyze operational and financial data to identify trends.
  • Collect and analyze macroeconomic data to spot market trends.
  • Create regular and ad-hoc reports covering operational and financial data.
  • Assist with board materials and investor requests.

Benefits

  • Family care benefits including parental leave and adoption assistance.
  • Personalized development programs through our dedicated L&D team.
  • 401(k) plan with matching and no vesting period.
  • A variety of medical, dental, and vision plans.
  • Access to short/long term disability and flexible savings accounts.
  • Mental health support services through apps like Headspace.
Full Job Description
Job Title: Senior Analyst, Strategy, Planning & Analytics

FLSA Status: Exempt, Salaried

Location: New York, NY

Worksite Status: Hybrid / Onsite

What the role looks like

We are seeking a Senior Analyst to support our Strategy, Planning & Analytics team.

This role will support financial reporting, business analytics, and investment analysis across a New York City multifamily portfolio, leveraging operational and financial data to evaluate asset performance and inform operating strategy. This position is based in our New York City office.

What you will do
  • Produce complex and comprehensive models and forecasts.
  • Evaluate and review potential capital investment opportunities.
  • Provide analytical support to all areas of the organization.
  • Analyze wide range of operational and financial data, both internal and external; determine trends and opportunities.
  • Collect and analyze external macroeconomic data to identify broader market trends.
  • Create weekly, monthly and ad-hoc reporting for the organization, ownership and investors; produce reporting that covers wide range of operational and financial data.
  • Assist with board materials and other investor related requests.
  • Ensure accuracy and quality of presented data, analytical explanations, and conclusions.


Who you are
  • A passionate person who believes in helping others win by providing the resources and development necessary to grow.
  • An open-minded communicator who establishes clear, direct expectations for team members and provides an avenue for feedback that allows people to improve every day.
  • An empathetic operator who has an unwavering commitment to excellence and will persistently pursue the team's objectives.
  • Authentic. Bring your best self to work, let's do something amazing.
  • Flexible knowing and expecting that things change and that's what makes our business stronger.


Your skills and experience
  • Bachelor's degree (preferably in finance, economics, accounting, engineering).
  • 1-3 years of relevant experience.
  • Strong understanding of financial / data management.
  • Outstanding analytical & problem-solving skills and attention to detail.
  • Excellent writing / communication skills; ability to influence and communicate with various stakeholders.
  • Ability to produce top quality deliverables, prioritizing under tight deadlines.
  • Drive for continuous improvement and ability to change; a desire to grow and take on ever increasing responsibility.
  • Strong Excel, modeling skills required; data visualization / programming skills a plus.


What we offer

Base Salary: $100,000 - $115,000

Exact compensation may vary based on skills, experience & location.

A full slate of benefits:
  • Family care benefits like parental leave, adoption assistance and fertility reimbursement.
  • Personalized development programs with our dedicated L&D team.
  • 401(k) plans and matching (with no vesting period), life and AD&D benefits, ID theft coverage, financial planning and legal advice, will creation, and tax prep assistance.
  • A range of medical, dental and vision plans (of course)
  • Short/long term disability, flexible/health savings accounts and commuter benefits.
  • Mental and emotional support services like ginger and Headspace, which provide access to guided workouts, meditations, music and more.


Be you, so we can be us together

At Beam Living, we believe our differences make us stronger. We want you to be you, because diverse perspectives, experiences, and backgrounds help us build better teams, stronger communities, and a workplace where everyone feels they belong.

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