Senior Financial Analyst

Position Overview

A leading real estate organization is seeking a Senior Financial Analyst to support financial planning, analysis, and reporting across multiple portfolios. This role plays a critical part in budgeting, forecasting, valuation, and performance reporting, partnering closely with cross-functional teams and senior leadership to drive informed decision-making.

This is an excellent opportunity for a finance professional who enjoys working in a dynamic, fast-paced environment and wants exposure to portfolio-level strategy, executive reporting, and investor-facing deliverables.

Key Responsibilities

• Prepare annual budgets and lead quarterly reforecasting cycles to support strategic planning
• Analyze portfolio performance, identify trends, risks, and performance gaps, and clearly communicate insights
• Support valuation activities in partnership with Accounting and other stakeholders
• Produce high-quality financial and investor reporting aligned with business objectives
• Deliver regular performance updates and ad-hoc analysis to senior leadership
• Develop cash flow projections, investment return analysis, and valuation models
• Drive process improvements to enhance efficiency, accuracy, and scalability of financial reporting
• Collaborate cross-functionally to support broader business initiatives
• Perform additional analytical and reporting responsibilities as needed

Qualifications

• Bachelor’s degree in Finance or Accounting required
• 3–5 years of relevant financial analysis experience
• Advanced Microsoft Excel skills required
• Strong understanding of financial statements and how they interconnect
• Experience supporting budgeting, forecasting, and performance reporting
• Ability to manage multiple priorities in a fast-paced environment
• Highly analytical, detail-oriented, and proactive with a strong sense of ownership
• Excellent written and verbal communication skills
• Collaborative team player with strong stakeholder management skills

Preferred Experience

• Exposure to commercial real estate, including asset management, leasing, development, valuations, or capital markets
• Familiarity with public company reporting and investor-facing deliverables
• Experience with M&A or complex portfolio analysis

Compensation & Incentives

• Competitive base salary
• Annual bonus opportunity