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Financial Analyst

United States, Solana Beach · Job Posted May 27, 2026
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Job Description

A real estate investment and development group in Solana Beach is seeking a Financial Analyst to support acquisitions, budgeting, forecasting, and portfolio reporting initiatives. This role is ideal for someone who enjoys digging into financial data, building reports, and contributing directly to business strategy and investment decisions. The company is looking for someone highly analytical who can communicate financial insights clearly while supporting multiple ongoing projects across a growing portfolio.

Job Responsibility

  • Build and maintain financial models and forecasting reports
  • Analyze property performance, budgets, and operational trends
  • Assist with acquisitions analysis and investment reporting
  • Prepare monthly and quarterly financial reporting packages
  • Support cash flow forecasting and variance analysis
  • Collaborate with accounting and asset management teams
  • Assist leadership with strategic reporting and business planning initiatives

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or related field required
  • 3+ years of financial analysis experience preferred
  • Real estate, investment, private equity, or corporate finance experience preferred
  • Advanced Excel and financial modeling skills required
  • Experience with Yardi, MRI, or similar reporting systems is a plus
  • Strong communication and presentation abilities
  • Must be legally authorized to work in the United States

Nice to have

Experience with Yardi, MRI, or similar reporting systems

What we offer

  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Free online training

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