Senior Financial Planning and Analysis Analyst

Beacon Communities LLC; Boston (MA); Remote; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Senior Financial Planning and Analysis Analyst to support its dynamic real estate portfolio. This role involves creating financial models, preparing budget analyses, and monitoring cash flows to ensure optimal performance. The ideal candidate will possess strong analytical skills and a solid understanding of real estate financing. Join a team committed to fostering vibrant communities and enjoy a comprehensive benefits package that promotes work-life balance and personal well-being.

Benefits

Health & Wellness Programs

Work-Life Balance

Retirement Plans

Life Insurance

Support Programs

Qualifications

• Minimum 3 years of experience as a financial analyst in real estate.
• Proficiency in financial modeling and analysis.
• Strong analytical and problem-solving skills.

Responsibilities

• Create and maintain financial valuation models for the portfolio.
• Prepare analysis for annual budgets and monitor cash flow.
• Analyze quarterly financial reports to assess asset performance.

Skills

Financial Analysis

Real Estate Knowledge

Financial Modeling

Analytical Skills

Problem-Solving Skills

Communication Skills

Education

BA or BS in Finance

BA or BS in Accounting

BA or BS in Business

BA or BS in Economics

BA or BS in Real Estate

Tools

Excel

PowerPoint

Word

Job description

Senior Financial Planning and Analysis Analyst

The Senior Financial Planning and Analysis Analyst supports the Director of Financial Planning and Analysis in managing the company’s real estate portfolio. Responsibilities include reviewing property performance, analyzing economic/market factors, preparing valuations, and streamlining reporting processes.

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

Essential Functions:

1. Create and maintain financial valuation models for the portfolio, understanding real estate operating and loan agreements.
2. Prepare analysis for annual budgets, identify outliers, and resolve issues with Financial Managers and SVPs.
3. Project and monitor cash flow and net operating income, analyzing operating data and budgets.
4. Complete debt service coverage ratio tests for development entities, working with teams to meet operational requirements.
5. Analyze quarterly financial reports to assess asset and portfolio performance.
6. Consolidate operational challenges for reporting to CFO/CEO.
7. Review fund-level analysis, property waterfalls, and distribution calculations, understanding capital structures and agreements.
8. Participate in strategic planning of assets.
9. Execute initiatives or projects for the CFO.
10. Analyze refinancing and disposition opportunities as needed.
11. Prepare reports for the Beacon board, investors, lenders, and management.
12. Monitor key financial metrics like occupancy and collections.

(Note: Not all duties listed are necessarily performed by one position.)

Minimum Qualifications:

Education:

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

Qualifications, Abilities, and Skills:

• Minimum 3 years of experience as a financial analyst in real estate, with knowledge of financing structures and governance documents.
• Experience with both affordable and market-rate multifamily properties.
• Strong analytical and problem-solving skills.
• Proficiency in financial modeling, operations, and analysis.
• Advanced skills in Excel, PowerPoint, Word.
• Effective communication skills, verbal and written.
• Some travel required across New England, Mid-Atlantic, and Northeast regions.

Core Competencies:

• Teamwork, Integrity, Dependability, Customer Focus, Adaptability, Job Knowledge, Quality, Problem Solving, Interpersonal Skills, Organization, Productivity

Benefits:

Beacon offers competitive compensation and comprehensive benefits, including health & wellness, work-life balance, retirement plans, life insurance, and support programs.

Company Overview:

Founded in 2004, Beacon Communities LLC manages approximately 150 properties, including affordable and market-rate housing. The company is committed to creating vibrant, diverse communities with care and compassion.

Beacon is an Equal Opportunity Employer and participates in the E-Verify program.