Financial Analyst, Operations

Greystar

About The Position

The Financial Analyst plays a key role in supporting Greystar’s financial reporting, forecasting, and performance management processes by preparing, analyzing, and interpreting financial data using Excel and Power BI. This role is responsible for developing and maintaining dashboards, preparing monthly financial reporting, participating in ad hoc analysis, creating & analyzing cash flow projections, and producing key performance indicators monthly. Working cross-functionally with other teams under the Financial Services umbrella, such as Treasury, Internal Audit, & Consolidated billing, this position ensures data integrity, identifies trends and variances, and translates complex financial information into clear insights that drive informed decision-making for the US Property Management organization. This role is part of a collaborative Property Management Reporting team that works closely with stakeholders across finance and technology. It’s a great opportunity to gain hands-on experience with enterprise tools while contributing to tangible process improvements.

Requirements

Bachelor's degree in Accounting, Finance, Analytics, or related field
Strong Excel skills (Intermediate to Advanced)
Working knowledge of Power BI for reporting and analysis (certification or practical experience)
Quantitative background that demonstrates analytical and problem-solving abilities.
High standard of accuracy, attention to detail, and adherence to deadlines.
Strong communication and collaboration skills with the capability to articulate complex topics.

Nice To Haves

Experience working with one or more of the following systems: ERP Systems: Oracle Cloud ERP (Fusion) or E-Business Suite (EBS), or similar enterprise financial platforms
Reporting & Analytics: Power BI, Databricks, or other business intelligence platforms
Project Management: Asana or equivalent tools
CRM: Salesforce or other customer relationship management platforms
Experience in real estate, property management, or private equity environments

Responsibilities

Prepare various financial reports via Excel and Power BI on a monthly basis.
Create and develop Power BI workspaces, dashboards & apps that assist other teams in their financial analysis and decisions.
Prepare Cash Flow Projections monthly to assist in determining funding amounts and work directly with the treasury team to ensure data is as accurate as possible.
Create enhancements to the existing Excel and Power BI reports & dashboards in order to save time and increase adoption.
Prepare KPI’s monthly that show the overall health and help to drive informed decision making of the Financial Services & Property Management businesses.
Create surveys via Microsoft Forms and track responses from both internal and external clients.
Create process documentation around reporting and other duties being completed throughout the month.
Provide support on financial and administrative tasks, including ad hoc reporting & analysis.
Perform other duties as assigned or necessary.

Benefits

Competitive Medical, Dental, Vision, and Disability & Life insurance benefits.
Low (free basic) employee Medical costs for employee-only coverage; costs discounted after 3 and 5 years of service.
Generous Paid Time off. All new hires start with 15 days of vacation, 4 personal days, 10 sick days, and 11 paid holidays. Plus your birthday off after 1 year of service!
Additional vacation accrued with tenure.
For onsite team members, onsite housing discount at Greystar-managed communities are available subject to discount and unit availability.
6-Week Paid Sabbatical after 10 years of service (and every 5 years thereafter).
401(k) with Company Match up to 6% of pay after 6 months of service.
Paid Parental Leave and lifetime Fertility Benefit reimbursement up to $10,000 (includes adoption or surrogacy).
Employee Assistance Program.
Critical Illness, Accident, Hospital Indemnity, Pet Insurance and Legal Plans.
Charitable giving program and benefits.