Senior Financial Analyst

Confidential; Chicago (IL); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Annual bonus opportunity

Job summary

A leading real estate organization is seeking a Senior Financial Analyst to contribute to financial planning, analysis, and reporting. This role supports budget preparation, performance analysis, and valuation, needing strong analytical and communication skills. Ideal candidates are detail-oriented and collaborative, with a Bachelor's degree in Finance or Accounting and 3-5 years of experience. This full-time position offers an annual bonus opportunity in a fast-paced environment.

Qualifications

• 3–5 years of relevant financial analysis experience.
• Strong understanding of financial statements and how they interconnect.
• Experience supporting budgeting, forecasting, and performance reporting.

Responsibilities

• Prepare annual budgets and lead quarterly reforecasting cycles.
• Analyze portfolio performance and communicate insights.
• Support valuation activities in partnership with Accounting.

Skills

Financial analysis

Advanced Microsoft Excel

Communication

Analytical skills

Stakeholder management

Detail-oriented

Ownership

Education

Bachelor’s degree in Finance or Accounting

Job description

Base pay range

$90,000.00/yr - $100,000.00/yr

Position Overview

A leading real estate organization is seeking a Senior Financial Analyst to support financial planning, analysis, and reporting across multiple portfolios. This role plays a critical part in budgeting, forecasting, valuation, and performance reporting, partnering closely with cross-functional teams and senior leadership to drive informed decision‑making.

This is an excellent opportunity for a finance professional who enjoys working in a dynamic, fast‑paced environment and wants exposure to portfolio‑level strategy, executive reporting, and investor‑facing deliverables.

Key Responsibilities

• Prepare annual budgets and lead quarterly reforecasting cycles to support strategic planning
• Analyze portfolio performance, identify trends, risks, and performance gaps, and clearly communicate insights
• Support valuation activities in partnership with Accounting and other stakeholders
• Produce high‑quality financial and investor reporting aligned with business objectives
• Deliver regular performance updates and ad‑hoc analysis to senior leadership
• Develop cash flow projections, investment return analysis, and valuation models
• Drive process improvements to enhance efficiency, accuracy, and scalability of financial reporting
• Collaborate cross‑functionally to support broader business initiatives
• Perform additional analytical and reporting responsibilities as needed

Qualifications

• Bachelor’s degree in Finance or Accounting required
• 3–5 years of relevant financial analysis experience
• Advanced Microsoft Excel skills required
• Strong understanding of financial statements and how they interconnect
• Experience supporting budgeting, forecasting, and performance reporting
• Ability to manage multiple priorities in a fast‑paced environment
• Highly analytical, detail‑oriented, and proactive with a strong sense of ownership
• Excellent written and verbal communication skills
• Collaborative team player with strong stakeholder management skills

Preferred Experience

• Exposure to commercial real estate, including asset management, leasing, development, valuations, or capital markets
• Familiarity with public company reporting and investor‑facing deliverables
• Experience with M&A or complex portfolio analysis

Compensation & Incentives

• Annual bonus opportunity

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance