Senior Financial Analyst

Senior Financial Analyst

Palm Beach Gardens, FL | Hybrid (Mon–Thu in office, Fri remote)

We are hiring a Senior Financial Analyst to play a highly visible role in financial planning, analytics, and investment support across a growing portfolio. This position is ideal for a high-performing analyst ready to step into broader ownership and executive-facing work.

Candidates will be considered from across the U.S., with travel covered for in-person interviews and potential relocation assistance available.

Compensation & Benefits

• Base Salary: $110,000–$130,000


• Discretionary Bonus: ~20%


• Low-cost health insurance


• 401(k)


• 3 weeks PTO


• Strong long-term growth trajectory

Why This Role

• Direct influence on strategic and investment decisions


• High exposure to executives and investment leadership


• Opportunity to shape reporting, dashboards, and analytics infrastructure


• Work aligned with an active investment and development cycle

Key Responsibilities

• Lead portfolio-wide budgeting, forecasting, and variance analysis


• Own and enhance Power BI dashboards for financial and operational KPIs


• Evaluate occupancy, rate trends, revenue mix, labor performance, and margins


• Analyze rent rolls, pricing strategies, and cost optimization opportunities


• Prepare materials for investment committee and board presentations


• Own recurring reporting and performance review processes


• Support acquisition underwriting, due diligence, and integration efforts

Candidate Profile

• Bachelor’s degree in Finance, Economics, or a related discipline


• 4–7 years of relevant experience (not seasoned; strong upward trajectory)


• Proficient in financial modeling


• Working experience with Power BI


• Comfortable presenting insights to senior stakeholders


• Willingness to travel up to 5 times per year within Florida


• Background in asset management, hospitality, investment management, or real estate finance is a strong advantage