Strategic Finance & AI Analyst

Buckingham Companies; Indianapolis (IN); On-site; USD 85,000 - 120,000; Full time

Job summary

Buckingham Companies is seeking a Strategic Finance & AI Analyst to modernize cash forecasting, budgeting, and performance analytics across a 70+ property portfolio. You’ll build automated workflows and dashboards, reporting directly to the CEO and CFO, and help shape the finance function from day one.

You'll integrate AI tools like Claude into enterprise data systems, drive multi-year financial modeling, and lead the annual budget process with a builder's mindset to improve accuracy and

Qualifications

• Bachelor's degree in Finance, Accounting, Real Estate, or related field; CPA, CMA, CFA candidacy a plus
• 0–5 years of FP&A, corporate finance, treasury, or accounting experience
• Advanced Excel: driver-based forecasts, variance analysis, pivot tables, scenario modeling, Power Query
• Fluency with AI assistants like Claude; aptitude for AI-powered workflows
• Familiarity with Yardi and Power BI; SQL exposure is a bonus
• Builder mindset; automate reporting and ensure accuracy and reliability

Responsibilities

• Lead and help build the finance function within Buckingham's Accounting & Finance group
• Own enterprise-wide cash flow forecasting and rolling 12-month projections across all properties
• Design and build AI-driven workflows connecting Claude to data systems for forecasting and budgeting
• Run the annual operating budget process and modernize monthly roll-up and variance reporting
• Maintain 3–5 year platform-wide financial and valuation models; drive scenario analysis
• Build dashboards from Yardi and SQL data warehouse for portfolio and enterprise performance
• Collaborate with Asset Management, Property Management, Accounting, and Development

Skills

Finance degree

FP&A experience

Advanced Excel

AI tools (Claude)

Yardi

Power BI

SQL basics

Automation mindset

Education

Bachelor's degree in Finance/Accounting/Real Estate

Tools

Yardi

Power BI

SQL

Job description

Overview

Buckingham Companies is looking for a Strategic Finance & AI Analyst to help modernize how a $3B+ real estate platform forecasts cash, builds budgets, and understands its own performance — using AI as a core tool, not an afterthought. This is a rare seat: you'll report directly to our CEO and CFO, own enterprise-wide cash forecasting and the annual budget process, and be trusted to build the automated workflows and dashboards that leadership relies on to make decisions across 70+ properties.If you love Excel, are genuinely excited about what AI tools like Claude can do for financial analysis, and want to build your own function inside a growing, vertically integrated real estate company — we want to talk to you.Why This RoleThis position is intentionally dual-function: analyst and builder. You'll have direct visibility with the CEO and CFO from day one and a ground-floor opportunity to lead and build the finance function within Buckingham's Accounting & Finance group — shaping the processes, tools, and team that support it as you go.It's a high-growth position with a defined path forward: as the function and your scope expand, so does your role, with a clear track to Manager of Finance and beyond.

Qualifications

What You Bring

• Bachelor's degree in Finance, Accounting, Real Estate, or a related field; CPA, CMA, or CFA candidacy a plus
• 0–5 years of experience in FP&A, corporate finance, treasury, or accounting — real estate or another asset-intensive industry is ideal
• Advanced Excel skills: driver-based forecasts, variance analysis, pivot tables, scenario/sensitivity modeling, Power Query
• Demonstrated fluency with AI assistants like Claude, with experience (or strong aptitude) for building AI-powered workflows and tools
• Familiarity with Yardi and Power BI is a strong plus; SQL exposure is a bonus
• A builder's mindset — you want to automate the reporting you'd otherwise do by hand, and you care about getting the accuracy and reliability layer right

Responsibilities

What You'll Do

• Lead and help build the finance function within Buckingham's Accounting & Finance group — with a defined path to grow into Manager of Finance as the function and your scope expand
• Own enterprise-wide cash flow forecasting — from near-term positioning through rolling 12-month projections — across operating companies and the full property portfolio
• Design and build AI-driven workflows, using Claude connected to company data systems, that automate cash forecasting, budgeting, reporting, and reconciliation
• Run the annual operating budget process end to end, and modernize the monthly financial roll-up and variance reporting
• Maintain the company's 3–5 year platform-wide financial and valuation model, and drive scenario and sensitivity analysis that informs capital allocation, acquisitions, and financing
• Build dashboards pulling from Yardi and our SQL data warehouse, including the CEO's portfolio and enterprise performance dashboard
• Partner with Asset Management, Property Management, Accounting, and Development on forecasting, underwriting support, and ad hoc analysis for the CEO and CFO

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