AI-Driven FP&A Strategist for Real Estate

Buckingham Companies; Indianapolis (IN); On-site; USD 85,000 - 120,000; Full time

Job summary

Buckingham Companies is seeking a Strategic Finance & AI Analyst to modernize cash forecasting, budgeting, and performance analytics across a 70+ property portfolio. You’ll build automated workflows and dashboards, reporting directly to the CEO and CFO, and help shape the finance function from day one.

You'll integrate AI tools like Claude into enterprise data systems, drive multi-year financial modeling, and lead the annual budget process with a builder's mindset to improve accuracy and

Qualifications

• Bachelor's degree in Finance, Accounting, Real Estate, or related field; CPA, CMA, CFA candidacy a plus
• 0–5 years of FP&A, corporate finance, treasury, or accounting experience
• Advanced Excel: driver-based forecasts, variance analysis, pivot tables, scenario modeling, Power Query
• Fluency with AI assistants like Claude; aptitude for AI-powered workflows
• Familiarity with Yardi and Power BI; SQL exposure is a bonus
• Builder mindset; automate reporting and ensure accuracy and reliability

Responsibilities

• Lead and help build the finance function within Buckingham's Accounting & Finance group
• Own enterprise-wide cash flow forecasting and rolling 12-month projections across all properties
• Design and build AI-driven workflows connecting Claude to data systems for forecasting and budgeting
• Run the annual operating budget process and modernize monthly roll-up and variance reporting
• Maintain 3–5 year platform-wide financial and valuation models; drive scenario analysis
• Build dashboards from Yardi and SQL data warehouse for portfolio and enterprise performance
• Collaborate with Asset Management, Property Management, Accounting, and Development

Skills

Finance degree

FP&A experience

Advanced Excel

AI tools (Claude)

Yardi

Power BI

SQL basics

Automation mindset

Education

Bachelor's degree in Finance/Accounting/Real Estate

Tools

Yardi

Power BI

SQL

Job description

Buckingham Companies is seeking a Strategic Finance & AI Analyst to modernize cash forecasting, budgeting, and performance analytics across a 70+ property portfolio. You’ll build automated workflows and dashboards, reporting directly to the CEO and CFO, and help shape the finance function from day one.

You'll integrate AI tools like Claude into enterprise data systems, drive multi-year financial modeling, and lead the annual budget process with a builder's mindset to improve accuracy and