Sunroad Automotive-posted 3 days ago
$25 - $35/Yr
Intern
San Diego, CA

The Business Intelligence & Financial Analyst is a critical, hybrid role responsible for bridging the gap between raw data, financial planning, and actionable business strategy. You will be responsible for the full BI lifecycle (gathering, analyzing, visualizing) while also driving key financial planning and analysis (FP&A) functions. This includes financial forecasting, budgeting, and in-depth financial modeling. Your mission is to empower business leaders with clear, accurate, and timely insights they need to make data-driven decisions that optimize operational performance and financial health. The ideal candidate is technically skilled, a curious problem-solver, a strong financial modeler, and a communicator who can tell a compelling story with data.

  • Design, build, deploy, and maintain interactive dashboards in our BI platform (e.g., Power BI, Tableau, Looker).
  • Track key operational, financial, and leasing metrics, including occupancy, delinquency, renewal rates, NOI, budget variance, and marketing ROI.
  • Automate and streamline existing manual reporting processes, replacing static Excel reports with dynamic, on-demand dashboards.
  • Develop a "single source of truth" for core business metrics, ensuring consistency across all departments.
  • Assist in the annual budgeting and periodic re-forecasting process for the property portfolio, working closely with operations and asset management.
  • Develop and maintain complex financial models to support pro-forma analysis, investment decisions, and long-range strategic planning.
  • Conduct detailed variance analysis (Budget vs. Actual, Forecast vs. Actual) on a monthly and quarterly basis, providing narrative explanations for significant discrepancies.
  • Prepare standardized and ad-hoc financial reports for lenders, investors, and senior leadership.
  • Perform deep-dive analyses on financial and operational performance to answer complex business questions, going beyond what happened to uncover why it happened.
  • Identify and interpret trends, patterns, and anomalies in large datasets to find new opportunities for revenue generation, cost savings, and operational efficiency.
  • Proactively monitor portfolio performance against budget, forecasts, and historical trends, highlighting risks and opportunities.
  • Present findings and strategic recommendations to stakeholders in a clear, concise, and non-technical manner.
  • Write and optimize complex SQL queries to extract, transform, and load (ETL) data from various source systems (e.g., Yardi, RealPage, Entrata, Knock CRM).
  • Partner with IT, Accounting, and operational teams to ensure the accuracy, completeness, and integrity of our business and financial data.
  • Troubleshoot and resolve data discrepancies and dashboard functionality issues.
  • 3-5+ years of experience in a Business Intelligence, Financial Analyst, or similar hybrid role.
  • Expert proficiency in a BI visualization tool (e.g., Power BI, Tableau, or Looker).
  • Advanced SQL skills for complex querying, data extraction, and manipulation.
  • API data transfers
  • Expert-level Microsoft Excel skills, including financial modeling, Power Query, and advanced functions.
  • Proven experience in financial forecasting, budgeting, and variance analysis.
  • Strong understanding of P&L statements, balance sheets, and core financial/accounting principles.
  • A strong analytical and problem-solving mindset with high attention to detail.
  • Excellent communication and data storytelling skills; the ability to explain complex financial and technical concepts to non-technical audiences.
  • A proactive and curious nature; a desire to understand the "why" behind the numbers.
  • Bachelor's degree in Finance, Economics, Business, Computer Science, or a related quantitative field.
  • Experience in multifamily real estate, real estate finance, or property management Yardi, Real Page, is a significant plus.
  • Experience with property management software (e.g., Yardi, RealPage, Entrata) and their database structures is strongly desired.
  • health & wellness
  • product discounts
  • holidays
  • paid time off
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