Financial Analyst

Northmarq; Minneapolis (MN); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K match

Paid parental leave

Education assistance

Volunteer paid time off

Job summary

A commercial real estate firm in Minnesota is seeking a skilled Financial Analyst to support financial operations and analyses. The role involves budgeting, forecasting, and strategic planning. Ideal candidates should have a Bachelor's degree in Finance and advanced Excel skills, along with experience in financial analysis and Power BI. The position offers a competitive salary range of $60,000 to $70,000 annually, along with a robust benefits package including medical, dental, and retirement plans.

Qualifications

• 1+ years experience in financial analysis, accounting, or a related field.
• Strong working knowledge of U.S. GAAP.
• Understanding of commercial real estate and mortgage banking preferred.

Responsibilities

• Assist in the budgeting process and collaborate with business leaders.
• Prepare and update financial forecasts regularly.
• Conduct detailed financial analysis and variance analysis.

Skills

Advanced proficiency in Excel

Financial modeling techniques

Experience in Power BI

Analytical skills

Exceptional communication skills

Problem-solving skills

Education

Bachelor's degree in Finance, Accounting or related field

Master's degree or CPA designation

Tools

Microsoft Dynamics GP

Salesforce

Job description

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At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential – whether you are an industry veteran or you’re just getting started. Your new career is waiting. Start something special today.

Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate!

Northmarq is seeking a highly skilled and detail-oriented Financial Analyst to join our dynamic finance and accounting team. In this role, you will support our financial operations and decision-making processes through budget management, forecasting, strategic planning and in-depth financial analysis. The ideal candidate will have advanced Excel skills, experience in financial analysis, forecasting, budgeting, Power BI and a proven ability to communicate financial insights effectively to business leaders at all levels.

This position offers a flexible work environment and is available for an immediate start.

Essential Accountabilities

• Assist in the budgeting process, collaborating with business leaders and department heads to ensure accurate and realistic financial planning
• Prepare and update financial forecasts regularly, providing insights into any potential risks or opportunities
• Work with cross-functional teams and business analysts to align financial goals with operational strategies
• Conduct detailed financial analysis, including variance analysis, trend analysis, and financial modeling
• Identify key performance indicators (KPIs) and analyze business performance against budget and forecasts
• Assist with compiling data and developing financial models to support business initiatives, strategic planning, and investment decisions
• Provide scenario analysis to assess potential outcomes and their impact on financial performance, as well as forward looking strategic projections
• Maintain and manage financial dashboards and address questions from business leaders
• Serve as a key partner to other departments, providing financial insights and recommendations to drive business performance
• Support the executive team in decision-making by delivering clear and actionable written and/or verbal financial insights
• Continuously assess and improve financial reporting and forecasting processes
• Identify opportunities to streamline financial operations and enhance efficiency
• Assist with ad‑hoc projects and provide back‑up support to other Finance team members as needed

Qualifications

Education

• Bachelor's degree in Finance, Accounting or related field required (Master’s degree or CPA designation preferred)

Work Experience

• 1+ years experience in financial analysis, accounting, or a related field
• Understanding of commercial real estate and mortgage banking preferred
• Strong working knowledge of U.S. GAAP
• Previous experience working in Microsoft Dynamics GP and Salesforce experience helpful, not required

Competencies

• Advanced proficiency in Excel and financial modeling techniques and experience working in Power BI; experience with financial software (e.g., GP, Salesforce) a plus
• Strong understanding of financial statements, accounting principles, and financial reporting
• Proven ability to think strategically, analyze data, and communicate financial insights effectively
• Excellent problem-solving, organizational, and analytical skills
• Strong attention to detail with the ability to manage multiple projects simultaneously
• Exceptional communication skills, both written and verbal
• Ability to work independently and as part of a team in a fast-paced environment
• Ability to maintain sensitive and confidential information

Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more!

Minnesota Residents: Northmarq carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The salary range for the Financial Analyst position is $60,000.00 to $70,000.00 annually. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience.