Financial Analyst (Private Equity Environment)

About the role

We are seeking a Financial Analyst to provide analytical support to corporate leadership, including the CFO, and to assist with the annual budgeting process. This role will also be involved in enhancing processes and automating financial and operational reporting.

Responsibilities

• Prepare, manage, and distribute operational and financial reports, including but not limited to:
  • Weekly operational reports.
  • Maintain and distribute monthly and quarterly financials, including variance and driver-based analysis, commentary, operational KPIs, and management presentations.
  • Create and maintain annual budget plans, forecasts, and strategies.
  • Analyze and report on capital projects, including variance and driver-based analysis, and create forward-looking projections.
  • Provide recommendations regarding business direction and go-forward forecast assumptions.
• Partner with cross-functional teams to enhance processes and automate financial and operational reporting, including:
• Developing, implementing, and analyzing operational KPIs, dashboards, financial reporting, and forecasting models.
• Identifying, implementing, managing, and improving reporting while establishing strong quality checks and controls to ensure data accuracy.
• Implementing operational tools (e.g., Power BI) to help run the day-to-day business and anticipate the demands of the growing organization.
• Collaborate with senior and property-level management on recurrent deliverables and new initiatives, providing insightful analysis and facilitating decision-making.
• Perform ad hoc projects as required.

Requirements

• Bachelor’s Degree in Business, Finance, or related field required.
• In-depth knowledge of financial principles and accounting.
• 1-3 years of related finance and/or analytical experience.
• Strong proficiency in Microsoft Excel and financial modeling required.
• Experience using SQL, a data warehouse, visualization tools like Power BI, and/or Codex/Claude Code is a big plus.
• Experience with financial planning software is a plus.
• Prior experience in real estate/property management is a plus.
• Prior experience working within private equity and/or multiple lines of business is a plus.

Qualifications

• Works independently with limited supervision; also works well collaborating across functional areas.
• Manages and prioritizes projects in a detailed, effective, process-oriented manner, within a fast-paced environment.
• Possesses excellent written and verbal communication skills; oriented to proactive and transparent consultation and professional communication with all stakeholders.
• Forward-thinking; anticipates and addresses potential issues well in advance of deadlines.

Skills

• Strong proficiency in Microsoft Excel and financial modeling.
• Demonstrated ability with aggregating and consolidating information from disparate systems, wrangling and analyzing data, and presenting findings and recommendations clearly and concisely.
• Experience using SQL, a data warehouse, visualization tools like Power BI, and/or Codex/Claude Code.
• Experience with financial planning software.
• Prior experience in real estate/property management.
• Prior experience working within private equity and/or multiple lines of business.

Benefits

• Medical/Dental/Vision Insurance, Health Savings Account (HSA) & Flexible Spending Account (FSA)
• Paid Parental Leave, Short-term & Long-term Disability
• Industry-leading PTO and Paid Holidays
• Tuition reimbursement
• Paid training
• Annual Bonus programs
• Employee Assistance Program (EAP)
• Employee/Resident Referral Bonuses