Job Description
Job Description
The Financial Analyst supports the finance and operations teams in managing the financial performance of a portfolio of commercial and residential properties. This entry-level role focuses on financial analysis, reporting, budgeting support, and data accuracy while providing exposure to real estate operations, asset performance, and portfolio-level decision-making.
This is an excellent opportunity for a detail-oriented analyst looking to build a career in real estate finance and property management.
Key Responsibilities
Financial Analysis & Reporting
- Assist with monthly financial reports for residential and commercial properties
- Analyze budget-to-actual results and help prepare variance explanations
- Track and report on key performance metrics such as NOI, occupancy, rent growth, and operating expenses
- Support cash flow tracking and basic forecasting tasks
Budgeting & Forecast Support
- Assist in the preparation of annual operating and capital budgets
- Maintain budget models and update forecasts based on actual results
- Help track capital expenditures and project spending against budget
Property-Level Financial Support
- Assist with rent roll reviews, expense coding accuracy, and financial data validation
- Support CAM reconciliations, expense recoveries, and tenant billings (as applicable)
- Work with property managers to resolve financial discrepancies and improve reporting accuracy
Data Management & Process Improvement
- Maintain financial models, reports, and dashboards in Excel
- Ensure consistency and accuracy across accounting and property management systems
- Help improve reporting templates, processes, and internal controls
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Real Estate, or related field
- 0–2 years of experience in finance, accounting, or analytical roles (internship experience acceptable)
- Strong proficiency in Microsoft Excel (formulas, basic financial models, pivot tables)
- High attention to detail and strong organizational skills
- Ability to analyze data and clearly communicate findings
Preferred Qualifications
- Exposure to property management or real estate finance
- Familiarity with property management/accounting software (e.g., Yardi, AppFolio, MRI, RealPage)
- Knowledge of basic real estate concepts such as rent rolls, operating expenses, and NOI
- Interest in a long-term career in real estate, finance, or asset management
Key Competencies
- Analytical and problem-solving mindset
- Willingness to learn and take direction
- Strong time management skills
- Ability to work collaboratively with finance and property management teams
- Professional handling of confidential financial information
\nCompany Description
Growing company that manages, retail, industrial, office, multifamily and single family.
Company Description
Growing company that manages, retail, industrial, office, multifamily and single family.