Strategic Finance & AI Analyst

Buckingham Companies

$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Real Estate, or related field; CPA, CMA, or CFA candidacy preferred
  • 0-5 years in FP&A, corporate finance, treasury, or accounting, preferably in real estate or asset-intensive sectors
  • Advanced Excel skills including driver-based forecasts and variance analysis
  • Familiarity with AI tools like Claude, with a focus on building AI workflows
  • Strong understanding of Yardi and Power BI; SQL experience is a bonus
  • Builder’s mindset focused on automation and accuracy in financial reporting

Responsibilities

  • Lead in developing the finance function with a clear progression to Manager of Finance
  • Oversee enterprise-wide cash flow forecasting for the entire property portfolio
  • Create AI-driven workflows to automate financial processes including forecasting and budgeting
  • Manage the annual operating budget process and enhance monthly financial reporting
  • Maintain a comprehensive financial model for platform valuation and capital allocation analysis
  • Develop performance dashboards that aggregate data for executive decision-making
  • Collaborate with various teams for comprehensive forecasting and ad hoc financial analysis

Benefits

  • Direct exposure to CEO and CFO from day one
  • Opportunity to build and shape the finance function
  • Defined career progression opportunities as the role expands
  • High-growth role with increasing responsibilities
  • Involvement in the integration of AI tools into financial processes
Full Job Description
Overview

Buckingham Companies is looking for a Strategic Finance & AI Analyst to help modernize how a $3B+ real estate platform forecasts cash, builds budgets, and understands its own performance - using AI as a core tool, not an afterthought. This is a rare seat: you'll report directly to our CEO and CFO, own enterprise-wide cash forecasting and the annual budget process, and be trusted to build the automated workflows and dashboards that leadership relies on to make decisions across 70+ properties.

If you love Excel, are genuinely excited about what AI tools like Claude can do for financial analysis, and want to build your own function inside a growing, vertically integrated real estate company - we want to talk to you.

Why This RoleThis position is intentionally dual-function: analyst and builder. You'll have direct visibility with the CEO and CFO from day one and a ground-floor opportunity to lead and build the finance function within Buckingham's Accounting & Finance group - shaping the processes, tools, and team that support it as you go.

It's a high-growth position with a defined path forward: as the function and your scope expand, so does your role, with a clear track to Manager of Finance and beyond.

Qualifications

What You Bring
  • Bachelor's degree in Finance, Accounting, Real Estate, or a related field; CPA, CMA, or CFA candidacy a plus
  • 0-5 years of experience in FP&A, corporate finance, treasury, or accounting - real estate or another asset-intensive industry is ideal
  • Advanced Excel skills: driver-based forecasts, variance analysis, pivot tables, scenario/sensitivity modeling, Power Query
  • Demonstrated fluency with AI assistants like Claude, with experience (or strong aptitude) for building AI-powered workflows and tools
  • Familiarity with Yardi and Power BI is a strong plus; SQL exposure is a bonus
  • A builder's mindset - you want to automate the reporting you'd otherwise do by hand, and you care about getting the accuracy and reliability layer right


Responsibilities

What You'll Do
  • Lead and help build the finance function within Buckingham's Accounting & Finance group - with a defined path to grow into Manager of Finance as the function and your scope expand
  • Own enterprise-wide cash flow forecasting - from near-term positioning through rolling 12-month projections - across operating companies and the full property portfolio
  • Design and build AI-driven workflows, using Claude connected to company data systems, that automate cash forecasting, budgeting, reporting, and reconciliation
  • Run the annual operating budget process end to end, and modernize the monthly financial roll-up and variance reporting
  • Maintain the company's 3-5 year platform-wide financial and valuation model, and drive scenario and sensitivity analysis that informs capital allocation, acquisitions, and financing
  • Build dashboards pulling from Yardi and our SQL data warehouse, including the CEO's portfolio and enterprise performance dashboard
  • Partner with Asset Management, Property Management, Accounting, and Development on forecasting, underwriting support, and ad hoc analysis for the CEO and CFO

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