Financial Analyst, Real Estate and Facilities FP&A

TransformCo • Hoffman Estates, IL

3d

About The Position

The Senior Financial Analyst, Real Estate and Facilities FP&A serves as a strategic finance partner supporting financial planning, forecasting, reporting, and analysis for TransformCo’s large, multi-site real estate and facilities portfolio. The role evaluates portfolio performance, capital investments, and operational cost trends, delivering financial insights that support business strategy and operational and financial decision-making.

The position partners with Finance, Real Estate, Facilities, Lease Administration, Strategic Sourcing, and Accounting leadership. It exercises independent judgment to analyze complex financial and operational data, identify risks and opportunities, and develop recommendations that support business objectives and operational efficiencies.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 5–10 years of related experience.
• Working knowledge of real estate and facilities cost structures, including occupancy expense, utilities, capital planning, repairs and maintenance, and related operating costs.
• Strong analytical skills and ability to translate operational activity into financial impact.
• Experience reconciling or reporting data across systems such as NetSuite, Yardi, Adaptive, or similar finance and operational platforms.
• Advanced Microsoft Excel skills and ability to work with large data sets.
• Strong communication skills and ability to work independently in a fast-paced environment.
• Must be 18 years of age or older.
• Travel up to 25%.

Nice To Haves

• Master’s degree in Finance, Accounting, Economics, Business, or a related field.
• CPA, CFA, or related professional certification.
• Experience with lease accounting concepts, CAM reconciliations, SQL, Power Query, or reporting automation.

Responsibilities

• Support the annual budget, monthly forecast, and long-range plan for real estate and facilities expense categories.
• Analyze monthly financial results and performance trends, identifying business drivers, risks, and opportunities affecting portfolio performance.
• Prepare and present recurring financial reporting packages, dashboards, and ad hoc analyses to leadership and cross-functional business partners.
• Evaluate the financial impact of capital projects, lease activity, facilities initiatives, and portfolio changes, and recommend cost-management and operational-performance actions.
• Oversee the integrity and reconciliation of financial information across ERP, lease administration, FP&A, and facilities management systems.
• Partner with Accounting and business leadership on month-end close activities, including accruals, reclasses, financial reviews, and variance explanations.
• Translate operational trends, business challenges, and cost drivers into financial insights and strategic recommendations for leadership.
• Identify and drive process improvements in reporting, forecasting, automation, financial controls, and data governance.
• Support financial modeling, scenario analysis, and business case development for real estate and facilities initiatives.
• Use independent judgment to prioritize analyses, interpret financial results, and recommend solutions aligned with organizational objectives.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior