Senior Financial Analyst - Real Estate

Buckingham Search; Skokie (IL); On-site; USD 85,000 - 120,000; Full time

Job summary

A privately held real estate investment and operating company is seeking a Senior Financial Analyst to join its FP&A team. The role combines financial modeling, portfolio analytics, and decision support for senior leadership.

It's a strong fit for an analytical real estate finance professional who likes working with large datasets, building models that drive real investment decisions, and seeing how the numbers connect to the broader business.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or a related field; MBA or Master's preferred.
• 5–10 years of finance experience, including real estate experience (required).
• Strong financial modeling skills, including sensitivity analysis, pivot tables, and advanced Excel.
• Experience using AI tools (ChatGPT or similar) in analysis and modeling a plus.
• High attention to detail and strong quality control.
• Clear communicator who can manage multiple projects against tight deadlines.

Responsibilities

• Pull, clean, and analyze large datasets from multiple sources to build reliable financial and operating metrics.
• Build and maintain financial models, including budget templates and variance analysis.
• Analyze strategic decisions such as hold/sell, land development, and debt defeasance.
• Track debt financing terms and performance across the portfolio.
• Prepare clear, accurate reporting materials, including quarterly reports for leadership.
• Evaluate performance across the company's integrated business units.
• Partner with senior team members on special projects and ad hoc analysis.

Skills

Financial modeling

Data analysis

Excel advanced

Budgeting & variance analysis

Communication

Education

Bachelor's degree in Accounting/Finance

MBA or Master's preferred

Tools

AI tools (ChatGPT)

Job description

A privately held real estate investment and operating company with a national portfolio of residential communities is seeking a Senior Financial Analyst to join its FP&A team. The role combines financial modeling, portfolio analytics, and decision support for senior leadership.

It's a strong fit for an analytical real estate finance professional who likes working with large datasets, building models that drive real investment decisions, and seeing how the numbers connect to the broader business.

What You'll Do:

• Pull, clean, and analyze large datasets from multiple sources to build reliable financial and operating metrics
• Build and maintain financial models, including budget templates and variance analysis
• Analyze strategic decisions such as hold/sell, land development, and debt defeasance
• Track debt financing terms and performance across the portfolio
• Prepare clear, accurate reporting materials, including quarterly reports for leadership
• Evaluate performance across the company's integrated business units
• Partner with senior team members on special projects and ad hoc analysis

What We're Looking For:

• Bachelor's degree in Accounting, Finance, Economics, or a related field; MBA or Master's preferred
• 5–10 years of finance experience, including real estate experience (required)
• Strong financial modeling skills, including sensitivity analysis, pivot tables, and advanced Excel
• Experience using AI tools (ChatGPT or similar) in analysis and modeling a plus
• High attention to detail and strong quality control
• Clear communicator who can manage multiple projects against tight deadlines

Why This Role Stands Out:

High-visibility seat working directly with senior leadership

Real influence on investment, financing, and portfolio decisions

Broad analytical scope across finance, operations, and capital markets