Sr. Real Estate Financial Data Analyst

Investment Real Estate; York (York County); On-site; USD 110,000 - 150,000; Full time

Job summary

Investment Real Estate is seeking a Senior Real Estate Financial Data Analyst to lead BI, analytics, reporting, and decision-support for a growing self-storage and real estate organization. Reporting to the CFO, the role transforms financial, operational, and market data into actionable insights to improve revenue, occupancy, budgeting, and NOI.

On-site in York, PA. The candidate will build scalable models, automate reporting, and partner with operations and tech teams to optimize portfolio

Qualifications

• Bachelor's degree in data analytics, data science, statistics, mathematics, CS, finance, accounting, economics, business, or related field.
• 5+ years of progressively responsible experience in data analytics, real estate, or BI.

Responsibilities

• Lead BI, analytics, reporting, and decision-support across the portfolio.
• Design, develop, and maintain Power BI dashboards for executive, financial, operational, and property levels.
• Analyze occupancy, pricing, revenue management, retention, and property performance.
• Support budgeting, forecasting, variance analysis, and scenario planning.

Skills

Power BI

Data modeling

APIs

SQL

Stakeholder communication

Education

Bachelor's degree in data analytics or related field

Tools

SQL

APIs

Excel

Job description

Full-time

Description

The Role:

The Senior Real Estate Financial Data Analyst will lead business intelligence, analytics, reporting, and decision-support for a growing self-storage and real estate organization. Reporting to the Chief Financial Officer, this hands‑on role transforms financial, operational, customer, and market data into actionable insights that improve revenue, occupancy, budgeting, forecasting, customer service, and portfolio performance. The successful candidate will be:

• Highly organized, detail-oriented, and able to connect analysis to the broader business strategy.
• Proactive, resourceful, and comfortable working independently in a fast‑paced environment.
• Customer‑service focused and responsive to the needs of executives, corporate teams, and field operations.
• A practical problem solver who communicates complex findings clearly to non‑technical stakeholders.
• Collaborative, adaptable, accountable, and willing to work on‑site in York, Pennsylvania.

Essential Duties:

Specific duties and functions of the position include, but are not limited to:

• Business Intelligence and Power BI:
  • Serve as the company's Power BI subject‑matter expert; design, develop, deploy, and maintain executive, financial, operational, revenue‑management, marketing, and property‑level dashboards.
  • Build scalable data models using Power Query, DAX, semantic modeling, automated refreshes, permissions, documentation, and quality controls.
  • Replace manual spreadsheet reporting with accurate, repeatable, user‑friendly reporting solutions and train employees to interpret and use the information.
• Self‑Storage, Revenue Management, and Customer Analytics:
  • Analyze occupancy, economic occupancy, move‑ins, move‑outs, achieved and street rates, discounts, concessions, delinquency, retention, lead conversion, and unit‑type performance.
  • Partner with operations and revenue management to evaluate pricing, rate increases, promotions, demand patterns, customer behavior, competitive conditions, and underperforming properties.
  • Measure the impact of operational, marketing, pricing, and customer‑service initiatives and identify opportunities to improve revenue, occupancy, retention, and net operating income.
• Budgeting, Forecasting, and Financial Analysis:
  • Support annual property and portfolio budgets, monthly forecasting, variance analysis, scenario planning, and performance comparisons to budget, prior year, forecast, and underwriting.
  • Analyze revenue, operating expenses, NOI, capital expenditures, and other financial measures; clearly explain significant variances and business implications.
  • Assist with acquisition underwriting, due diligence, post‑closing performance tracking, and integration reporting as requested.
• Data Science, Automation, and Systems Integration:
  • Develop statistical, predictive, machine‑learning, or AI‑supported models when appropriate for revenue forecasting, pricing optimization, customer retention, lead conversion, and property performance.
  • Develop, maintain, or support APIs and other integrations among operational, accounting, accounts‑payable, revenue‑management, and reporting platforms.
  • Create reliable data pipelines and automated workflows that consolidate information, reduce duplicate entry, and eliminate unnecessary manual processes.
  • Evaluate emerging analytical and AI technologies based on business value, scalability, cost, security, and user adoption.
• Data Governance, Quality, and Collaboration:
  • Establish consistent KPI definitions, reconcile outputs to source systems and accounting records, troubleshoot discrepancies, and maintain documentation of data sources and methodologies.
  • Protect confidential company, customer, employee, and financial information and support sound data‑governance practices.
  • Translate business questions into practical analytical solutions, manage competing priorities, and provide responsive service to internal customers and third‑party technology partners.

Requirements

Experience and Qualifications:

We're looking for someone with the following:

• Bachelor's degree in data analytics, data science, statistics, mathematics, computer science, finance, accounting, economics, business, or a related field.
• Five or more years of progressively responsible e