Senior Analyst, Finance & Portfolio Analytics
Listed on 2026-02-28
-
Finance & Banking
Financial Analyst, Corporate Finance, Financial Reporting, Financial Manager
We're seeking a full-time Senior Analyst, Finance and Portfolio Analytics who will play a key role in supporting the portfolio analytics and valuation function within the finance team. This role will be responsible for reporting past and projecting future performance of our active asset base of over 13,000 leases spanning across 20+ countries. As well as support the operations teams, leveraging financial modeling, valuation expertise, and data-driven insights to support strategic decision-making and optimize portfolio performance.
This is a hybrid position with one (1) day a week in office and can be based out of our Bala Cynwyd, Philadelphia office OR La Jolla, San Diego office.
Key Responsibilities:- Analyze historical portfolio performance and develop forward-looking forecasts to support strategic planning.
- Own and manage monthly and quarterly reporting cycles, including preparation of executive-level presentation materials and supporting analysis.
- Develop and maintain financial models to forecast ROI across countries and asset classes.
- Analyze, forecast and report on SG&A burden and the related impact on returns.
- Partner with operations teams to evaluate new opportunities, support negotiations, and assist in portfolio de-risking initiatives.
- Proactively identify, design and implement enhancements to existing processes and systems
- Assist with ad-hoc financial analysis, modeling and special projects
- Bachelor's degree (B.
A.) in Finance or Accounting - MBA, CFA, or other advanced degree preferred, but not required
- 4-6 years of finance experience
- Proven financial modeling and forecasting experience is required
- Experience with large, complex datasets
- Strong report writing and presentation skills
- Working knowledge of accounting preferred
Skills:
- Advanced proficiency in Microsoft Excel
- Strong financial modeling capabilities, particularly in the areas of cash flow forecasting, IRR, and NPV
- Experience with data tools and large-scale data structuring preferred (ex: SQL, Snowflake, Power BI, Alteryx)
- Demonstrated ability to be a self-starter with strong problem-solving skills and the ability to think independently
- Strong financial acumen and attention to detail
- Ability to interpret project financial indicators and use them as part of the decision-making process
- Ability to work well with others in a fast-paced environment
- Strong organizational, interpersonal, verbal, and written communication skills
- Proven ability to perform with a high degree of accuracy under tight deadlines and to manage multiple projects
- Vacation, sick and holiday time
- Training and development opportunities
Please note, the pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, department budget availability, internal equity, geographic location and external market pay for comparable jobs.
EEO Statement:We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability. HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.
We believe that diversity and inclusion among our teammates is critical to our success as a global company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).