Strategic Finance & AI Analyst

Buckingham Companies • Cincinnati, OH

3d

About The Position

Buckingham Companies is seeking a Strategic Finance & AI Analyst to modernize financial forecasting, budgeting, and performance analysis for a $3B+ real estate platform, leveraging AI as a core tool. This role reports directly to the CEO and CFO, involves ownership of enterprise-wide cash forecasting and the annual budget process, and requires building automated workflows and dashboards for leadership decision-making across over 70 properties. The ideal candidate is proficient in Excel, enthusiastic about AI tools like Claude for financial analysis, and eager to build a finance function within a growing real estate company. This position is dual-function, serving as both an analyst and a builder, offering direct visibility with top leadership and a ground-floor opportunity to shape the finance function. It's a high-growth role with a clear path to Manager of Finance and beyond as the function expands.

Requirements

• Bachelor's degree in Finance, Accounting, Real Estate, or a related field
• 0–5 years of experience in FP&A, corporate finance, treasury, or accounting
• Advanced Excel skills: driver-based forecasts, variance analysis, pivot tables, scenario/sensitivity modeling, Power Query
• Demonstrated fluency with AI assistants like Claude, with experience (or strong aptitude) for building AI-powered workflows and tools
• A builder's mindset — you want to automate the reporting you'd otherwise do by hand, and you care about getting the accuracy and reliability layer right

Nice To Haves

• CPA, CMA, or CFA candidacy
• Real estate or another asset-intensive industry experience
• Familiarity with Yardi and Power BI
• SQL exposure

Responsibilities

• Lead and help build the finance function within Buckingham's Accounting & Finance group — with a defined path to grow into Manager of Finance as the function and your scope expand
• Own enterprise-wide cash flow forecasting — from near-term positioning through rolling 12-month projections — across operating companies and the full property portfolio
• Design and build AI-driven workflows, using Claude connected to company data systems, that automate cash forecasting, budgeting, reporting, and reconciliation
• Run the annual operating budget process end to end, and modernize the monthly financial roll-up and variance reporting
• Maintain the company's 3–5 year platform-wide financial and valuation model, and drive scenario and sensitivity analysis that informs capital allocation, acquisitions, and financing
• Build dashboards pulling from Yardi and our SQL data warehouse, including the CEO's portfolio and enterprise performance dashboard
• Partner with Asset Management, Property Management, Accounting, and Development on forecasting, underwriting support, and ad hoc analysis for the CEO and CFO

What This Job Offers

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