Senior Financial Analyst

Cobalt Recruitment; New York (NY); On-site; USD 125,000 - 140,000; Full time

Job summary

Cobalt Recruitment is seeking a Senior Financial Analyst in Manhattan, New York. You will lead monthly and multi-year financial planning, build advanced models, and partner with leadership to drive profitability and efficiency.

Responsibilities include forecasting, variance analysis, and preparing lender reporting packages. A strong background in FP&A and AI-enabled analytics is highly valued.

Qualifications

• 4–8 years of progressive FP&A experience; real estate experience preferred.
• Bachelor’s degree in Finance, Accounting, or related field; MBA preferred.
• Strong understanding of accounting principles and financial reporting.
• Advanced Excel skills and demonstrated experience building financial models.
• Experience with ERP, BI, or other finance technology platforms.
• Proficiency with AI tools to enhance financial analysis and processes.
• Experience with Yardi and/or Salesforce is a plus.

Responsibilities

• Prepare and maintain monthly, annual, and multi-year financial plans and budgets for consolidated and location-level P&Ls.
• Develop and maintain financial models to support planning, growth initiatives, capital allocation, and strategic decisions.
• Partner with management to understand performance, identify trends, and provide actionable insights.
• Perform monthly variance analysis and actual vs plan reporting across P&Ls, balance sheets, & cash flows.
• Drive improvements to financial reporting, planning processes, and systems efficiency.
• Identify opportunities to automate recurring analyses using AI and technology.
• Support CFO and senior management with ad hoc analyses and strategic initiatives.

Skills

Advanced Excel

Financial modeling

Forecasting

Variance analysis

Data reporting

Education

Bachelor's degree in Finance, Accounting, or related field

MBA preferred

Tools

ERP systems

Business Intelligence tools

AI tools

Yardi

Salesforce

Job description

Senior Financial Analyst (JN -092026-85743) Manhattan, New York

Salary: USD125000 - USD140000 per annum

Key Responsibilities

• Prepare and maintain monthly, annual, and multi-year financial plans, forecasts, and budgets for consolidated and location-level P&Ls.
• Develop and maintain financial models to support business planning, growth initiatives, capital allocation, and strategic decision-making.
• Partner with business owners and management to understand operating performance, identify trends, and provide actionable financial insights.
• Perform monthly financial statement and variance/flux analysis, identifying key drivers and opportunities for improvement.
• Prepare Actual vs. Plan reporting across consolidated and location-level P&Ls, balance sheets, and cash flows.
• Analyze financial trends, operating metrics, revenue drivers, and expenses and make recommendations to improve profitability and achieve cost savings.
• Drive improvements to financial reporting, planning processes, systems, and overall efficiency.
• Prepare lender reporting packages, financial analyses, and compliance certificates.
• Analyze revenue cycles, and other key operating and financial drivers.
• Serve as a subject matter expert for finance and planning systems, with a strong interest in the intersection of Finance, data, technology, and IT.
• Act as a data and reporting bridge between Finance, Asset Management, and Property Operations, ensuring consistent and accurate financial information across functions.
• Review and ensure expense allocations and related property/company billbacks are accurate, complete, and appropriately supported.
• Monitor, track, and report on financial and operational risk matters, including loan guarantees and other corporate obligations.
• Identify opportunities to automate recurring analyses and reporting using technology, AI, and other financial tools.
• Support the CFO and senior management with ad hoc financial analysis, strategic projects, and other initiatives as the organization grows.

Qualifications

• 4–8 years of progressive finance or FP&A experience; real estate experience is strongly preferred.
• Bachelor’s degree in Finance, Accounting, Business, or a related field from an accredited college or university required; MBA is preferred.
• Strong understanding of accounting principles and financial reporting, with the ability to connect accounting results to business performance.
• Advanced Excel skills and demonstrated experience building and maintaining financial models.
• Strong working knowledge of financial planning, forecasting, budgeting, and financial modeling tools.
• Experience working with ERP, financial planning, business intelligence, or other finance technology platforms.
• Proficiency with AI tools and applications and a demonstrated interest in using technology to improve financial analysis and processes.
• Experience with Yardi and/or Salesforce is a plus.