About The Position

What you will be doing: Lead portfolio-wide budgeting, forecasting, and variance analysis Design, build, and maintain Power BI dashboards tracking financial and operational KPIs Monitor occupancy, rate trends, revenue mix, and margin performance across properties Analyze rent rolls, pricing strategy, labor performance, and expense controls Prepare investment committee and board materials Own recurring reporting packages Support acquisition due diligence and integration efforts

Requirements

  • 2–5 years of experience in FP&A, real estate finance, asset management, or investment analysis
  • Strong Power BI experience (DAX, Power Query, dashboard builds)
  • Advanced Excel modeling skills with strong structure and formatting standards
  • Ability to work with large, imperfect datasets
  • Strong verbal and written communication skills

Responsibilities

  • Lead portfolio-wide budgeting, forecasting, and variance analysis
  • Design, build, and maintain Power BI dashboards tracking financial and operational KPIs
  • Monitor occupancy, rate trends, revenue mix, and margin performance across properties
  • Analyze rent rolls, pricing strategy, labor performance, and expense controls
  • Prepare investment committee and board materials
  • Own recurring reporting packages
  • Support acquisition due diligence and integration efforts

Benefits

  • healthcare
  • PTO
  • retirement plans
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