Senior Financial Analyst - Real Estate FP&A
Core
Senior Financial Analyst supporting planning, forecasting, and asset management analytics for non-same-store, joint venture, commercial, and third-party managed real estate portfolios.
Role type
Senior IC Financial Analyst (Real Estate FP&A)
Builds
Property- and portfolio-level budgets, forecasts, valuation models (DCF, direct capitalization), and joint venture partner reporting deliverables.
Domain
Real Estate Finance / Commercial Real Estate
Required skills
Advanced Excel modeling, Real estate finance fundamentals (NOI, cap rates, IRR, DCF, waterfalls), Financial modeling, Variance analysis, Budgeting and forecasting, Joint venture reporting, Power BI
Preferred skills
Workday Adaptive Planning (WDAP), SQL, Python, Public company/REIT experience, Commercial real estate experience, CFA/CPA
Technologies
Workday Adaptive Planning, Power BI, Excel
Responsibilities
Build and maintain forecasting models and reports in WDAP; Prepare property- and portfolio-level budgets and forecasts for various asset types; Analyze property performance against forecast and budget to quantify variances; Support quarterly earnings guidance and sensitivity analysis; Maintain valuation models and compile market-level cap rate support; Prepare management and investor reporting packages including JV partner deliverables.
Seniority
Senior, hands-on IC