Senior Financial Analyst

An Asset Manager is seeking an experienced professional to join their team as a Senior Financial Analyst.

Responsibilities:

• Prepare and coordinate Board reporting materials and presentations for investors and other external stakeholders.
• Build quarterly forecasts and other models and analyses that support strategic initiatives, including “what-if” scenario planning.
• Maintain a detailed multi-year financial model covering income statement, balance sheet and cash flow projections, using scenario analysis to identify key drivers and trends and refine forecasts.
• Manage the preparation, review and release of external financial communications.
• Produce monthly, quarterly and ad hoc financial reporting and analysis for management and in support of external reporting requirements.
• Contribute to finance and accounting initiatives focused on process improvement and system enhancements.
• Manage the company’s distribution process, working with external agents and internal teams to ensure accurate and timely execution.
• Develop and maintain supporting schedules for senior finance leadership’s communications with external stakeholders.
• Support stakeholder relations efforts, perform variance analyses and cost allocations, and provide additional financial analysis as needed.

Qualifications:

• Bachelor’s degree in Finance and/or Accounting required.
• 5+ years of professional experience, including at least 2 years of financial modeling; real estate, real estate finance or related experience preferred.
• Advanced Excel financial modeling skills required, along with strong technical skills and experience using financial systems, automation and generative AI to organize and analyze data and improve efficiency.
• Strong analytical and problem-solving skills, with learning agility and openness to feedback.
• Ability to work under pressure, prioritize projects and meet deadlines with speed and accuracy, demonstrating drive, initiative and ownership.
• Ability to gather, organize and analyze large volumes of data with strong attention to detail.
• Excellent planning and organizational skills, with the ability to build relationships at all levels of the company and with external partners.