PSG has partnered with a growing real estate investment firm looking for a Financial Reporting Analyst to handle expanding portfolio and investor reporting needs. This role is ideal for a detail-oriented professional with 2–3 years of experience who is looking to deepen their exposure to real estate investments, financial reporting, and investor-facing deliverables within an entrepreneurial, fast-growing platform.
This individual will work closely with senior leadership and play a critical role in delivering timely, accurate, and high-quality financial reporting across the portfolio.
Key Responsibilities
- Prepare and review monthly, quarterly, and annual financial reports at both the property and entity level
- Review financial statements and supporting schedules received from third-party operators for accuracy, completeness, and consistency
- Support the preparation of investor reporting packages, including financial statements, variance analyses, and supplemental schedules
- Assist with month-end and year-end close processes, coordinating with internal stakeholders and external partners
- Maintain and enhance financial reporting templates, schedules, and internal controls
- Perform ad hoc financial analysis and support special projects as needed
Qualifications & Skills
- 2–3 years of professional experience in real estate accounting, financial reporting, or a related role
- Blend of Accounting and Finance experience. Big 4 Experience highly preferred
- Bachelor’s degree in Accounting preferred; Finance or Real Estate degrees also considered
- Strong proficiency in Excel and Microsoft Office; solid understanding of GAAP and financial statements
- Experience with Power BI or other BI/reporting tools is a plus
- Highly detail-oriented, organized, and comfortable managing multiple deadlines