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Sr. Financial Analyst

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , South San Francisco

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Category:
IT - Software Development

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We are looking for a Sr. Financial Analyst to join a FinTech organization in South San Francisco, California, supporting strategic real estate finance initiatives across a global portfolio. This Long-term Contract position is ideal for a finance specialist who can translate complex transaction and portfolio data into clear recommendations that guide planning, budgeting, and deal decisions. The role partners closely with cross-functional stakeholders to evaluate lease scenarios, project long-range financial outcomes, and strengthen reporting through advanced modeling and analytical tools.

Job Responsibility:

  • Build and maintain detailed financial models that assess real estate transactions, compare site options, and support investment and leasing decisions
  • Contribute to annual planning and recurring forecast cycles by incorporating operating expenses, capital expenditures, portfolio changes, and business assumptions into forward-looking analyses
  • Analyze negotiated deal terms and prepare final financial summaries to support approvals, budgeting, and leadership review
  • Create reporting packages that highlight portfolio performance, cost trends, and key real estate metrics for internal stakeholders and partner teams
  • Prepare executive-ready presentations that turn financial findings into clear narratives, visuals, and decision-support materials
  • Partner with Finance, Accounting, Treasury, and related teams to align real estate analysis with broader company financial objectives and reporting needs
  • Design and improve standardized modeling templates to increase consistency, scalability, and efficiency across transaction evaluations and portfolio reviews
  • Drive the use of AI-enabled and automated tools to enhance financial modeling, scenario analysis, and ongoing reporting processes for the real estate function

Requirements:

  • 5+ years of experience in financial analysis, with a strong background in corporate real estate, workplace finance, consulting, or portfolio management
  • Demonstrated expertise in financial modeling, including scenario analysis, lease-versus-buy evaluations, and ad hoc analysis for commercial transactions
  • Advanced proficiency in Excel or Google Sheets, with the ability to build sophisticated models and reusable templates
  • Working knowledge of real estate accounting principles, including ASC 842, capital expenditure treatment, and depreciation concepts relevant to transaction analysis
  • Experience using or supporting reporting and planning tools such as Tableau, Retool, Argus, or similar platforms is preferred
  • Strong communication skills with the ability to present complex financial insights in a concise and business-focused manner
  • Proven ability to manage multiple priorities under tight deadlines while maintaining accuracy and a hands-on, collaborative approach
  • Familiarity with portfolio management metrics such as occupancy, capacity, and cost per seat is a plus
What we offer:
  • medical, vision, dental, and life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
May 04, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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