Financial Analyst

Company Overview

Berkshire Residential Investments is a people-first real estate investment company who values not only the impact we make as a company, but the time we spend together in our high-performing teams. We value individual skills and perspectives to allow us to best serve our employees, investors, residents, and other stakeholders.

If you’re interested in a workplace where everyone feels empowered to bring their full, authentic selves to work each day, come join our talented and growing team at Berkshire Residential Investments. Our environment of entrepreneurial spirit, culture of expertise and our people-first approach will allow you to thrive while continuing to grow in your career.

Position Summary
The Financial Analyst in Corporate Accounting will provide analytical and financial modeling support for Berkshire corporate finance and accounting functions.

Responsibilities include, but are not limited to:

• Import and reconcile detailed monthly actual data with Power Query into Workday and reconcile the data against the Yardi GL
• Review actual results against budget/forecast and create visuals for themes in quarterly reports
• Update and maintain the corporate model with real-time transactions and update key metrics
• Prepare financial and operational reports/analyses factoring in both historical information and future forecasts
• Maintain operational dashboards and create reports for various requests made by senior management
• Support financial and operational planning, projections and budgeting process in the Workday model (i.e., gathering and input of data), analysis, and reporting
• Assist the Manager, Corporate Finance and VP, Corporate Finance with data requests and ad-hoc projects
• Identify, recommend, and execute to resolve issues as they arise. Ensure data integrity through tracking of assumptions and quality control with respect to the financial modeling and analysis
• Assist in the preparation of monthly and quarterly executive reporting packages, including PowerPoint presentations
• Participate in quarterly reforecasting process
• Participate in the annual budget process by working with department leaders across the organization to update assumptions
• Consistently demonstrate use of tact and discretion

Knowledge/Experience:

• At least two (2) years of corporate financial analysis and modeling experience
• 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, complete, consistent, and able to get information when requested
• Aptitude for organizing, prioritizing, and managing multiple priorities, using critical thinking and problem solving
• Demonstrated multi-modal communication style that reaches every stakeholder, specifically excellent verbal, and written communications
• Ability to communicate with and manage up to senior management
• Collaborative working style with inclusive work and thinking behaviors, commitment to excellence in teams and work product, with a strong work ethic
• Demonstrate emotional intelligence in high pressure and sensitive situations
• Tenacity, patience, and perseverance to work with business deals from beginning to end of process
• Represent the Berkshire employment brand well to candidates by seeking to understand the capabilities and insights of people with unique backgrounds, cultures, styles, and abilities
• Maintain confidentiality of sensitive information and communications of information
• Develop productive working relationships with all team members including internal clients and external third parties
• Demonstrated high level of ethics and integrity with a straightforward and honest approach

Technical/Educational Requirements:

• Bachelor's degree required
• Familiarity with Workday Adaptive Planning or similar system preferred
• Demonstrated advanced financial modeling and Excel skills required, including familiarity with Power Query
• Demonstrated ability to use and learn new technology (e.g., computers/hardware, mobile, software, cloud-based programs)
• Proficiency with computers, keyboards, monitors and telephone headsets.
• Proficiency in Microsoft Suite of Products (e.g., Word, Outlook, Excel, Teams, Power Point, Power BI)
• Proficiency with Yardi a plus
• Proficiency with Adobe required

Berkshire Residential offers an excellent benefits package, focusing on our employees’ total health and wellness. We offer programs and incentives that promote physical, mental, financial, and behavioral wellbeing both within and beyond our workplace. Please visit our Careers page for full details – and to learn more about how we value our employees.

Berkshire Residential values diversity, equity, inclusion and belonging. Berkshire is committed to providing equal opportunity in all practices, including employees and applicants for employment. We ensure that decisions affecting employees are made without regard to their race, color, creed, national origin, age, disability, gender, gender identity, sexual orientation, or any other protected status.