Finance Jobs 2026 (Now Hiring) – Smart Auto Apply
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Senior Analyst, Real Estate Finance
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Overview
Job Description
Key Responsibilities
Budgeting, Forecasting & Financial Planning
- Assist in the preparation and maintenance of annual budgets, quarterly forecasts, and periodic reforecasts for a national portfolio of medical office buildings.
- Maintain property-level financial models and forecasting tools, ensuring assumptions are accurate and aligned with current operating and leasing expectations.
- Analyze actual results against budget and forecast, identifying key drivers, trends, risks, and opportunities.
- Support ad hoc financial modeling related to portfolio performance, leasing activity, occupancy trends, and operating expenses.
- Partner with Asset Management, Accounting, and other departments to validate assumptions and improve forecast accuracy.
Financial & Operational Reporting
- Prepare weekly, monthly, quarterly, and ad hoc reporting packages related to portfolio performance.
- Analyze key financial metrics including NOI, cash leasing spreads, absorption, retention, occupancy, leasing activity, operating expenses, recoveries, and other portfolio performance indicators.
- Develop recurring analyses and reporting tools that improve visibility into financial and operational performance.
- Monitor performance against key operational and financial KPIs and communicate notable trends.
- Support preparation of presentations and reporting materials for senior leadership.
Analytics & Process Improvement
- Utilize large data sets to identify portfolio trends and business insights.
- Develop and maintain dashboards, models, and reporting tools that enhance decision-making capabilities.
- Identify opportunities to improve reporting processes, automate manual tasks, and enhance data quality.
- Support the implementation and ongoing enhancement of MRI, Power BI, Excel-based reporting tools, and other analytical platforms.
- Participate in special projects related to portfolio analytics, financial systems, and process improvements.
Qualifications
- Bachelor’s degree in Finance, Accounting, Real Estate, Economics, Business, or a related field.
- 3+ years of experience in FP&A, real estate finance, property accounting, asset management, commercial real estate analytics, or a related field.
- Experience with property-level budgeting, forecasting, reforecasting, and variance analysis preferred.
- Medical office, office, retail, or other commercial real estate experience strongly preferred.
- Strong financial modeling and analytical skills with advanced Excel proficiency.
- Experience working with large, complex data sets and translating data into actionable business insights.
- Strong written and verbal communication skills with the ability to present findings clearly and concisely.
- Experience with MRI, Power BI, or similar real estate and reporting platforms preferred.
- Accounting background and strong understanding of financial statements is highly desirable.
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