Senior Financial Planning and Analysis Analyst

Beacon Communities; Boston (MA); On-site; USD 65,000 - 95,000; Full time

Job summary

An established industry player is seeking a Senior Financial Planning and Analysis Analyst to support its portfolio of real estate holdings. This role involves creating financial models, preparing annual budgets, and analyzing cash flows to maximize portfolio performance. The ideal candidate will have a strong background in finance, particularly within real estate, and possess excellent analytical and communication skills. Join a company that values teamwork and integrity, and contribute to building vibrant communities that enhance the quality of life for residents.

Benefits

Health & Wellness Benefits

Paid Time Off

401k with Company Match

Company-Paid Life Insurance

Employee Assistance Program

Career Development Opportunities

Qualifications

• 3+ years of experience as a financial analyst in real estate.
• Strong understanding of financing structures and governance documents.
• Experience with financial modeling and analysis.

Responsibilities

• Create financial valuation models for portfolio analysis.
• Prepare analysis for annual budget approval process.
• Monitor cash flow and net operating income.

Skills

Financial Analysis

Real Estate Knowledge

Analytical Skills

Excel

Problem-Solving

Communication

Education

BA or BS in Finance

BA or BS in Accounting

BA or BS in Economics

BA or BS in Business

BA or BS in Real Estate

Tools

PowerPoint

Word

Job description

Senior Financial Planning and Analysis Analyst

the Corporate Office - Boston, 2 Center Plaza, Boston, Massachusetts, United States of America Req #1883

Thursday, April 24, 2025

Senior Financial Planning and Analysis Analyst, Corporate Office - Boston, MA

TheSenior Financial Planning and Analysis Analyst supports the Director of Financial Planning and Analysis on the company’s portfolio of real estate holdings including the review and assessment of the individual properties’ performance, including the local and regional economic/market factors and developments that are judged to impact their performance, portfolio performance, preparing valuations, and other miscellaneous financial analysis relating to the properties. In addition, the Financial Planning and Analysis Analyst will recommend efficient measures to analyze portfolio data, streamline reporting and analysis within the portfolio.

Supervision Received: Reports to Financial Planning and Analysis Manager
FLSA Status: Exempt
Location: Home Office

Essential Functions of the Position:

• Create and maintain financial valuation models for the portfolio for use in the corporate valuation and corporate budget process.
  • Requires a thorough understanding and experience with real estate operating and loan agreement to properly determine flow of cash flows in accordance with these complicated governance documents.
• Prepare analysis for the annual budget approval process. Isolate any outliers and resolve issues with Financial Managers and SVPs.
  • Requires thorough understanding of the process used in preparing annual reforecasts and operating and capital budgets for each asset.
• Project and monitor cash flow and net operating income by analyzing operating data and annual budgets.
  • Requires thorough understanding of each asset, to identify problem areas, and present solutions to maximize net operating income and cash flow.
• Complete all debt service coverage ratio tests for development entities for their receipt of equity installments.
  • Determine and apply appropriate methodology per the operating agreement. Work with development and management teams to identify any problems and provide solutions to achieve this requirement.
• Analyze financial reports (balance sheet, income statement, etc.) quarterly to assess the performance of key assets and the portfolio.
• Consolidate key operating challenges for reporting and presentation to the CFO/CEO during property performance meetings.
• Preparation and completion of fund level analysis, review of property level waterfalls and distribution calculations.
  • Requires a thorough understanding the capital structure of each property and be familiar with both partnership and loan agreements.
• Participate in the long term, strategic planning of assets.
• Execute key initiatives or special projects of the CFO.
• Complete financial analysis related to refinancing and disposition opportunities within the portfolio, as needed.
• Complete required reporting and analysis for the Beacon board, internal owners, external investors, lenders and senior managements
• Monitor key financial benchmarks including occupancy and collections.

(Any one position may not include all the duties listed, nor do the listed examples include all that may be found in positions of this class.)

Minimum Qualifications:

Education:

• BA or BS in Finance, Accounting, Business, Economics, Real Estate or related field.

Qualifications, Abilities and Skills:

• At least 3 years of experience as a financial analyst or equivalent in real estate assets and a solid understanding of financing structures and entity governance documents.
• Experience with both affordable and market-rate multifamily properties.
• Strong analytical and problem-solving skills.
• Significant experience with financing, operations and financial modeling/analysis.
• Advanced knowledge of Excel, PowerPoint, Word.
• Ability to effectively communicate to team members, senior management, and investors, verbal and written.
• Significant experience with financing, operations and financial modeling/analysis.
• Some travel may be required, as our portfolio consists of assets throughout New England, the Mid-Atlantic and Northeast.

Beacon Core Competencies required for all positions:

• Teamwork, Integrity/Ethics, Dependability, Customer Focus, Adaptability/Flexibility
• Job Knowledge, Quality, Problem Solving/Analysis, Interpersonal Skills, Personal Organization, Productivity

Benefits Offered:

At the core of Beacon Communities is the talent on our teams, and we are committed to taking care of our team members so they can deliver great experiences to our residents. That is why we are proud to provide competitive compensation and comprehensive benefits that support a healthy life for you and your family when you join our team.

As a regular, full time employee at Beacon you can expect:

• Health & Wellness Benefits. We offer plans for quality medical, dental, and vision coverage to all employees regularly scheduled to work a minimum of 24 hours or more per week. HSA/FSA options are also available.
• Work-Life Balance. On top of offering 13 paid holidays per year, we have an attractive paid time off policy that includes vacation days, personal days, sick time, wellness days, summer flex time, volunteer days and early close Fridays.
• Retirement planning. We offer a 401k program with a company match.
• 100% Company-Paid Life Insurance. With affordable options to elect voluntary life, critical illness, hospital care or accidental injury coverage.
• Access to an Employee Assistance Program (EAP), Childcare & Eldercare Support, Career Development and Advancement Opportunities… and more!

Company Overview:

Founded in 2004, Beacon Communities LLC is a privately-owned real estate firm that develops, acquires, invests in, and manages a wide range of multifamily housing. Beacon currently owns and manages approximately 150 properties including affordable housing, market rate housing, and mixed income-housing. Its developments range from new construction, to historic adaptive reuse, to the renovation of existing housing.

At Beacon, we strive to make a difference in our residents’ lives. We build outstanding communities that make enduring contributions to the vitality of our cities and towns. We create communities that serve a diverse cross section of our society. Our communities are healthy and vibrant. Why? Because they are planned with care, consideration, and compassion.

Beacon Communities LLC is an Equal Opportunity Employer that seeks a diverse pool of candidates . We are committed to a policy of equal employment opportunity without regard to race, color, ancestry, national origin, religion, disability, gender, gender identity, sexual orientation, age, veteran status or other protected class. All qualified applicants are encouraged to apply. Beacon Communities LLC participates in the E-Verify program.

• the Corporate Office - Boston, 2 Center Plaza, Boston, Massachusetts, United States of America