The Senior Financial Analyst is an integral part of companywide financial analysis, planning, and forecasting. Responsibilities may include partnering with various business stakeholders to prepare short-term and long-term financial planning and/or financial analysis of business operations and property level performance based upon focus area. Prepares, collects, tracks, validates, and interprets financial information; creates and maintains budgets, reports, forecasts and conducts financial and operational analyses. Supports program and project implementation and makes significant contributions to departmental goals and planning efforts.
Responsibilities:
- Responsible for examining, analyzing, and interpreting internal operational data from various data sources to create and provide monthly, quarterly, and annual operational metrics reports.
- Prepares supporting materials and analyses for the company’s public reporting and investor communications, including SEC filings, investor presentations, earnings materials, and other supplemental disclosures.
- Performs ad hoc financial and business analyses to support strategic decision-making, including trend analysis, forecasting, scenario modeling and other special projects as assigned.
- Builds, maintains, and enhances financial and operational reporting dashboards using business intelligence platforms (e.g., Tableau, Power BI, etc.).
- Extracts, manipulates, and analyzes large datasets using data tools (e.g., excel, SQL, etc.) to identify trends, provide actionable insights, and support strategic decision-making.
Requirements:
- Bachelor’s degree in accounting, finance, or a related field required
- Minimum two (2) years of experience in a related field
- Real Estate industry/REIT experience preferred
- Experience with SQL, data visualization tools (Tableau, Power BI), and developing automated reports and dashboards from large, complex datasets preferred
- CPA preferred
- Basic understanding of GAAP accounting and financial statements
- Basic understanding of SOX compliance
- Proficiency in MS Office, with knowledge of Yardi Voyager and Microsoft Dynamics CRM preferred
- Strong analytical and data management skills, including the ability to gather, validate, and interpret large volumes of financial and operational data from multiple sources
- Advanced Microsoft Excel skills, including Pivot Tables, XLOOKUP, and other functions
- Excellent planning and organizational skills
- Excellent written and verbal communication skills
- Strong customer, quality, and results orientation
Compensation
The anticipated pay range/scale for this position is $89,739.00 to $110,000.00 Annually. Actual starting base pay within this range will depend on factors including geographic location, education, training, skills, and relevant experience.
Additional Compensation
This position is eligible to receive a discretionary annual bonus.
Perks and Benefits
Employees also have the opportunity to participate in medical, dental and vision insurance; flexible spending accounts and/or health savings accounts; dependent savings accounts; 401(k) with company matching contributions; employee stock purchase plan; and a tuition reimbursement program. The Company provides 9 paid holidays per year, and, upon hire, new employees will accrue paid time off (PTO) at a rate of 0.0577 hours of PTO per hour worked, up to a maximum of 120 hours per year.
