ROLE SUMMARY

Our client is seeking a Forecast, Planning, Budgeting, Analysis & Reporting Analyst, internally known as a Financial Analyst, to join their accounting and finance team. This role blends traditional financial analysis with data-driven insights to support decision-making across the company. This role will report directly to the Chief Financial Officer and will be responsible for analyzing portfolio and fund performance, supporting financial reporting, and building dashboards and models to help guide strategic and operational decisions. This is a highly collaborative role with visibility across departments, including acquisitions, asset management, construction, and investor relations.

WORK SCHEDULE: 8:00 AM – 5:00 PM Pacific Daylight Time (11:00 PM – 8:00 AM Philippine Standard Time), follows Philippine holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

ESSENTIAL FUNCTIONS:

• Partner with the Chief Financial Officer on budgeting, forecasting, and financial planning for the company and its real estate holdings
• Build and maintain dashboards that monitor key business metrics across investments and operations
• Support quarterly and ad hoc investor reporting, including IRR/MOIC analysis and JV waterfall models
• Analyze historical financial and operational data to identify trends, risks, and opportunities
• Assist with audit and tax support packages and internal reporting processes
• Build Excel-based financial models for scenario planning and what-if analysis
• Collaborate with acquisitions and asset management teams to track deal performance and leasing metrics
• Work with Yardi, Juniper Square, and other platforms to aggregate, clean, and analyze data for executive reporting

QUALIFICATIONS:

• Bachelor’s degree in finance, accounting, data science, real estate, or a related field
• 3–5 years of relevant experience in real estate private equity, investment analysis, or financial analytics
• Have worked in a corporate development role, finance, etc., and are more forward-looking generally
• Strong financial modeling skills and proficiency in Microsoft Excel
• Experience with business intelligence tools such as Power BI, Tableau, or similar platforms preferred
• Familiarity with accounting systems (Yardi a plus) and investor portals like Juniper Square
• Excellent attention to detail and the ability to synthesize complex data into clear insights
• Strong communication skills and a collaborative, team-oriented mindset
• Know or be familiar with the following:
• Variance to budget
• Cash forecasting
• Step into a financial model and understand it
• Set up a system to get data out of Yardi and get it presented in a way through Power BI (as an example, but could be another program)
• With an understanding of what a financial planning and analysis professional is, and the responsibilities of an FPA private, multi-family real estate investment firm

Please refer to job description.