Financial Analyst
Job Description
Job Description
Position Summary:
We are seeking a detail-oriented and analytical Financial Analyst to support our management team with data-driven insights, forecasting, and reporting. This entry-level position is ideal for recent graduates (with intern experience and analytical skills) or professionals with up to 3 years of experience who are looking to grow their careers in corporate finance, FP&A, or business analytics while gaining experience in real estate, public, private and philanthropic investing endeavors.
Key Responsibilities:
- Assist in the preparation of monthly, quarterly, and annual financial reports
- Support budgeting, forecasting, and variance analysis processes
- Collect and analyze financial data to identify trends, risks, and opportunities
- Build and maintain financial models to support business initiatives
- Prepare ad-hoc analysis and reports for senior management
- Ensure data integrity across financial systems and reports
- Monitor key performance indicators (KPIs) and generate dashboards or visualizations
Required Qualifications:
- Bachelor’s degree in finance, Accounting, Economics, Business, or related field
- 1–3 years of experience in financial analysis, accounting, or related role (internships included)
- Strong proficiency in Microsoft Excel
- Experience with AI and data visualization tools is a plus
- Familiarity with financial accounting systems
Skills & Competencies:
- Strong analytical and problem-solving skills
- High attention to detail and accuracy
- Excellent communication and interpersonal skills
- Ability to manage multiple tasks and meet deadlines
- Willingness to learn and adapt in a fast-paced environment
- Committed to personal growth through applied experiences
Preferred Certifications (not required):
CPA, CFA (Level I or above), or progress toward such certification is a plus
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