Senior Financial Analyst

Our Story
Berkshire Residential Investments is a people-focused investment management company known for our vertically integrated organization and experience in U.S. residential real estate. With over 55 years of experience, we manage approximately $21.0 billion in real estate assets on behalf of our global institutional clients. We aspire to improve lives through expert capital stewardship and exceptional living experiences. Our reputation for innovation and prudence attracts residents in the U.S. and investors from across the nation and from around the globe.

We are experiencing tremendous growth and excited to be actively recruiting for a Senior Financial Analyst to add to our team!  Berkshire offers individuals the flexibility to work in a hybrid model to assist in creating a work life balance, while providing you the opportunity to work and collaborate with the industries most talented professionals. 

Primary Responsibilities

• Support financial and operational planning, projections, and budgeting processes by developing and maintaining the following critical models and analyses:
• Dashboards and reports within Workday Adaptive Planning
• Operational and asset details within Workday Adaptive Planning
• Monthly Revenue Model
• Monthly financial forecasts for the company
• Quarterly multi-year projection analyses
• Quarterly balance sheet projection analyses
• Annual Budget
• Independently develop complex, detailed, well documented models with supervisor input
• Prepare financial and operational reports/analyses factoring in historical information, actual results, current trends, and other relevant data points, as needed
• Establish and maintain various analyses for tracking key P&L items
• Establish real-time data management capabilities by working closely with all Area Leaders and Sub-Leaders of the firm to consistently gather accurate, complete, and pertinent information/data necessary to develop and maintain critical models and analyses utilized by management to make decisions
• Understand all aspects of the critical models and analyses and have an analytical mind that can identify disconnections between the anticipated cause and effect of proposed management decisions and the actual results so potential errors can be identified timely
• Ensure data integrity of all financial models and analyses through tracking of assumptions and quality control reviews
• Be able to collaborate with other financial analysts and accounting staff throughout the completion of a project or analysis
• Be willing and able to continually reevaluate our processes and suggest more efficient and effective ways to accomplish our objectives including the introduction of new software or other IT products

Qualification 

• At least 5 years of financial analysis and modeling experience
• Experience with Workday Adaptive Planning preferred
• Experience with financial modeling
• Real estate investment industry experience is preferred
• Solid understanding of accounting and finance is required
• Ability to produce excellent quality work that is thorough, accurate and complete
• Has excellent communication skills; written and verbal
• Works independently and with others; has complete ownership of work and projects
• Excellent problem solving and interpersonal skills

Technical/ Educational Requirements:

• Bachelor’s degree required
• Experience with Yardi a plus
• Strong computer skills; experience with Excel, PowerPoint, Word, Adobe, Power BI