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As the Portfolio Management Financial Analyst, you will support the team in providing financial reporting, budgeting and forecast, and analysis required for a partnership-based 200+ unit portfolio. You will also act as one of the primary financial points of contact for our partners, as well as work cross-functionally with teams across the company.
Job Responsibility:
Maintain and update external revenue reporting files using financial data software
Own production and distribution of landlord-facing monthly revenue reporting for a segment of the 200+ unit portfolio
Act as a primary point of contact for landlord partners, fielding inquiries regarding rent and revenue reporting
work cross-functionally to deliver insights to key stakeholders
Collaborate with the Accounting team to audit and reconcile reporting files, ensuring consistency, accuracy, and best practices
Support with the annual unit-level budgeting process for management agreements
Assist with ad hoc forecasting requests, providing clear analysis and recommendations
Requirements:
Degree or 1-2 years professional experience in finance or accounting
Proficiency in Excel, with strong financial modeling skills to support budgeting, forecasting, and analysis
Ability to work with ambiguous tasks and drive well-articulated solutions
High emotional intelligence with the ability to thrive in a fast-paced, dynamic environment
Excellent judgment and strong communication skills
Nice to have:
Experience with financial systems such as NetSuite and OneStream is preferred but not required
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