Sr. Real Estate Financial Data Analyst

Investment Real Estate, LLC; York (York County); On-site; USD 90,000 - 140,000; Full time

Job summary

IREGC is seeking a Senior Real Estate Financial Data Analyst to lead business intelligence and analytics for a growing self-storage and real estate portfolio. You will design Power BI dashboards, model data, and partner with operations to optimize occupancy and revenue in a fast-paced, on-site role in York, PA.

The ideal candidate brings 5+ years in BI/finance analytics, advanced Excel, SQL, and experience with property-management platforms.

Qualifications

• Bachelor’s degree in a related field.
• 5+ years in business intelligence, analytics, or financial analysis.
• Expert Power BI with dashboards, DAX, and data modeling.
• Self-storage and revenue-management knowledge preferred.
• Advanced Excel; SQL and multi-source data integration experience.

Responsibilities

• Design, develop, deploy, and maintain executive and property dashboards in Power BI.
• Analyze occupancy, pricing, promotions, and revenue performance across multiple sites.
• Support budgeting, forecasting, variance analysis, and scenario planning.
• Develop data pipelines and automate reporting to replace manual processes.
• Collaborate with operations, finance, and IT to improve portfolio performance.

Skills

Power BI

Data modeling

DAX

SQL

Excel

Python

API development

Machine learning

Education

Bachelor’s degree in data analytics / related field

Tools

Sage 100

AvidXchange

Self Storage Manager

Veritec

Microsoft Fabric

Azure

SQL Server

Job description

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.

The Business:

IREGC is a vertically integrated real estate platform focused on acquiring, developing, and operating self-storage properties across the Northeast and Mid-Atlantic. We create value through operational excellence, disciplined financial management, strategic capital investment, and professional property operations. Our entrepreneurial, growth-oriented culture values integrity, engagement, hard and smart work, positivity, authenticity, collaboration, and celebrating success.

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.

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 experience in business intelligence, analytics, financial analysis, data science, or a comparable role.
• Expert-level Power BI experience, including dashboard design, DAX, Power Query, data modeling, visualization, administration, and automated reporting.
• Self-storage experience strongly preferred, including property operations, budgeting, revenue management, pricing, occupancy, and multi-location performance analysis.
• Advanced Excel skills; working knowledge of SQL, relational databases, and integration of data from multiple platforms.
• Experience with API development or integration. Python, R, Microsoft Fabric, Azure, data warehouses, machine learning, or AI tools are additional advantages.
• Experience with Sage 100, AvidXchange, Self Storage Manager or comparable property-management software, and Veritec or comparable revenue-management technology is a plus.
• Excellent analytical judgment, written and verbal communication, project management, organization, accuracy, and ability to perform under changing priorities.
• Ability and willingness to work on-site in York, Pennsylvania.

Core Competencies:

Business and financial acumen; Power BI and data-visualization expertise; self-storage and revenue-management knowledge; analytical problem solving; systems thinking; process improvement; data storytelling; customer-service orientation; intellectual curiosity; initiative; accuracy; accountability; adaptability; and cross-functional collaboration.

Physical Requirements:

• Duties are generally performed in a standard indoor office environment.
• Ability to remain stationary and use a computer for prolonged periods; occasional bending, reaching, and repetitive motion may be required.