Analyst / Senior Analyst, Finance – Portfolio Reporting & Business Insights
About The Position
This role is a key contributor to how senior management, the Board, and investors understand portfolio performance. The Analyst / Senior Analyst will transform leasing, occupancy, and development data into actionable analysis and reporting that supports executive decision-making. This position offers a strong opportunity for a finance professional who enjoys working at the intersection of data, reporting, and business insight. The role includes ownership of recurring executive and investor deliverables, ad hoc portfolio analysis, and collaboration with teams across the company to help explain what is happening in the business. It is well suited for someone who is highly analytical, detail-oriented, and comfortable operating in a fast-paced environment with multiple priorities. Title and level will be determined based on experience, skill set, and demonstrated ability in financial reporting, analysis, and cross-functional partnership.
Requirements
- Bachelor’s degree in finance, business, accounting, economics, or a related field
- Experience or exposure to corporate financial analysis, reporting, or accounting required
- Strong technical proficiency in Microsoft Excel and PowerPoint
Nice To Haves
- Understanding of real estate fundamentals is a plus
- Familiarity with commercial leases and related financial terms is a plus
- Experience with enterprise reporting systems, planning tools, or large financial data sets is a plus
- Prior experience with Oracle EPM Cloud or similar reporting platforms is a plus
Responsibilities
- Prepare recurring dashboards and reporting packages for senior management and investors, including portfolio occupancy reporting, quarterly investor presentations, and responses to ad hoc investor requests
- Analyze portfolio performance trends, including occupancy, leasing activity, tenant mix, and development activity, and translate findings into clear reporting and presentations for senior management and investors
- Provide concise analysis, summaries, and supporting materials to help leadership understand portfolio performance and key business trends at both the asset and portfolio levels
- Lead the monthly rent roll variance review process to ensure data accuracy in executive and investor reporting, partnering with Lease Administration to investigate and resolve discrepancies
- Review and analyze lease transactions and related documentation to support portfolio metrics and reporting accuracy
- Manage leasing and portfolio databases, ensuring data quality, consistency, and reliability across reporting deliverables
- Partner with teams across the company to coordinate data flow and support accurate, timely, and consistent reporting
- Perform detailed reviews of reporting materials to ensure accuracy, grammar, formatting, and consistency across deliverables
- Utilize Excel, PowerPoint, and the organization’s enterprise reporting software, Oracle EPM Cloud, to support analysis and reporting responsibilities
- Identify opportunities to improve reporting processes, data quality, and the efficiency of recurring deliverables
Benefits
- Employer-Paid Medical, Dental, and Vision Insurance
- Paid Time Off and Paid Family Leave Benefits
- 401(k) Retirement Savings Plan
- Tuition Reimbursement
- Flexible Spending Accounts
- Commuter Benefits
- Lifestyle Spending Account
- Pet Insurance
- ID Theft Insurance
- Legal Insurance
- Employee Assistance Program
- 100% Employer-Paid Life & AD&D Insurance, Short and Long Term Disability
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
