About the role

  • Senior Financial Analyst shaping investment decisions and driving portfolio performance at Havenpark Communities. Leading analysis to translate complex data into actionable intelligence for C-suite and equity partners.

Responsibilities

  • Lead high-impact P&L discussions with field teams, extracting critical “boots on the ground” insights that numbers alone can’t reveal
  • Dissect budget vs. actual variances and operational trends, transforming data into compelling performance narratives for individual communities
  • Become the trusted advisor who connects the dots between field operations, accounting data, and executive decision-making
  • Architect and elevate reporting deliverables for our executive team and equity partners, ensuring your insights drive strategic conversations
  • Own the end-to-end creation of mission-critical asset reports, where your analytical precision meets executive communication
  • Synthesize data across departments to deliver that 360° performance view that separates good companies from great ones
  • Mastermind our annual operational budgeting process and forecast updates, building models that become the foundation of our financial planning
  • Collaborate with cross-functional leaders to construct and validate budget components, ensuring every assumption stands up to scrutiny
  • Maintain the integrity of our financial models through rigorous documentation and assumption management
  • Forge high-trust relationships across the organization, from field staff to senior leadership
  • Champion operational excellence through flawless execution of our financial governance framework
  • Serve as a cultural ambassador who embodies our core values in every stakeholder interaction
  • Tackle high-stakes ad-hoc analyses that influence critical business decisions and investment strategies

Requirements

  • Education: Bachelor’s degree in Finance, Economics, or related quantitative field
  • Experience: 4+ years of progressive financial analysis experience, ideally within real estate or investment management
  • Technical Mastery: Excel wizard with advanced modeling capabilities; PowerBI or similar BI tools experience will set you apart
  • Analytical Prowess: Proven ability to mine large datasets for actionable insights and translate complex analysis into clear recommendations
  • Real Estate Acumen: Understanding of real estate finance fundamentals preferred – we’ll value your industry-specific knowledge
  • Communication Excellence: Exceptional ability to distill sophisticated financial concepts for diverse audiences, from field operators to executive leadership

Benefits

  • competitive salary
  • comprehensive health benefits
  • generous PTO
  • paid holidays
  • 401(k) with a 6% company match
  • infinite opportunities to learn, develop and sharpen skills

Job title

Senior Financial Analyst

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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