Budget Analyst

Key Responsibilities

• Participate in the annual fund budgeting and reforecasting processes at the direction of the Sr Director
• Agregate and analyze project- and component-level cost data to support fund-level financial analysis and decision-making
• Work with Asset Management Team to analyze portfolio-level performance and partner with Capital teams to ensure projects align with fund financial objectives and return targets
• Develop (at the direction of the Sr. Director and with Capital Solutions and Operations Finance) tracking tools and perform variance analysis to support performance / spend monitoring and strategic decision-making
• Own recurring delivery of monthly, quarterly, and annual fund-level financial dashboards and tracking tools
• Apply a data-driven, value-oriented approach to portfolio management by evaluating revenue opportunities and supporting major capital investment decisions
• Prepare ad hoc financial analyses and reporting for senior management
• Acquisition Diligence Oversight and Ownership of the Capital Diligence / Acquisition Tracker workspace in Smartsheet, including updating of deal timing, and cataloging of all associated attachments and supporting documentation
• Track and document open deal issues and follow-up items to support timely resolution throughout the diligence process
• Facilitate cross-functional communication among internal stakeholders, operators, and vendors to ensure alignment during diligence
• Career Development and Ownership of the Capital Diligence / Acquisition Tracker workspace in Smartsheet, including updating of deal timing, and cataloging of all associated attachments and supporting documentation
• Coordinate property site visits with Capital Diligence (CD) and IT (Investment Team) Deal team members
• Support the development and ongoing maintenance of 10-year capital plans for new acquisitions and existing fund assets
• Assist in developing and refining capital expenditure scopes and budgets in collaboration with Operators, Capital Projects, and Asset Management teams
• Collect, organize, and maintain property condition reports, compliance documentation, and capital expenditure materials within Smartsheet and SharePoint
• Prepare and deliver comprehensive post-closing handoff packages to Capital Projects and Asset Management teams

Minimum Requirements

• Minimum of 2-3 years’ experience in financial analysis or business analytics, real estate industry required and experience in the multifamily sector is highly preferred
• Bachelor's Degree: A bachelor's degree in finance, accounting, business administration, or a related field is typically required. Relevant certifications or advanced degrees may be considered as a plus
• Ability to make decisions on minor issues in accordance with company policy
• Strong analytical, time-management, attention to detail and accuracy, written and verbal communication skills
• Experience in Real Estate Industry: A strong background in the real estate industry, particularly in capital projects management, or property management, is highly desirable. Experience within the healthcare or senior living sectors is advantageous
• Ability to work strategically and with significant financial and project management discipline to ensure flawless execution
• Demonstrated organizational skills and ability to manage multiple projects simultaneously
• Computer literacy, knowledge of Outlook, MS Office, PowerPoint, Adobe