Senior Financial Analyst | Real Estate

Recruiting Resources, Inc.

Senior Financial Analyst | Real Estate

New York, NY
Full Time
Paid
  • Responsibilities

    Global real estate investment firm is seeking a highly analytical and detail-oriented Senior Financial Analyst at their offices in New York; Midtown. This role will play a critical part in driving strategic financial planning and analysis across the real estate portfolio. The ideal candidate will have a strong background in financial modeling, forecasting, and reporting, with experience in the real estate sector.

    Responsibilities:

    • Analyze property-level and portfolio-wide financial performance, including revenue trends, operating expenses, and capital expenditures to identify opportunities for cost savings and value creation.

    • Prepare and present monthly and quarterly financial reports for senior management, including dashboards and key performance indicators (KPIs).

    • Support the month-end close by reviewing property financials, investigating variances, and ensuring accurate and timely reporting of the income statement, balance sheet, and cash flow statement.

    • Lead the preparation of annual budgets, reforecasts, and variance analyses, ensuring alignment with corporate objectives and market dynamics.

    • Manage daily cash flow monitoring and short-term liquidity planning to support property operations and capital projects.

    • Develop and update cash flow projections for existing assets and development projects, identifying potential shortfalls and proposing mitigation strategies.

    • Evaluate potential acquisitions, dispositions, and development opportunities by preparing detailed financial models, IRR/ROI analysis, and scenario planning.

    • Partner with internal teams (Asset Management, Property Management, Development) and external stakeholders (banks, auditors, consultants) to support financial reporting and strategic initiatives.

    • Continuously enhance internal controls, reporting processes, and financial systems to improve efficiency and data integrity.

    • Support ad hoc financial analysis and strategic projects as required by executive leadership.

    Qualifications:

    • Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA, CFA, or MBA preferred.

    • 5+ years of financial analysis experience, ideally within real estate, property management, or REITs.

    • Proven expertise in budgeting, forecasting, variance analysis, and financial modeling.

    • Proficiency in financial systems such as Yardi, MRI, Argus, QuickBooks, or similar real estate platforms.

    • Advanced Excel skills; experience with data visualization tools (e.g., Tableau, Power BI) is a plus.

    • Excellent communication skills, with the ability to translate complex financial data into actionable insights for non-financial stakeholders.

    • Strong organizational skills and the ability to work independently in a fast-paced, dynamic environment.