Strategic Finance & AI Analyst

Strategic Finance & AI Analyst

Buckingham Companies is looking for a Strategic Finance & AI Analyst to help modernize how a $3B+ real estate platform forecasts cash, builds budgets, and understands its own performance using AI as a core tool, not an afterthought. This is a rare seat: you'll report directly to our CEO and CFO, own enterprise-wide cash forecasting and the annual budget process, and be trusted to build the automated workflows and dashboards that leadership relies on to make decisions across 70+ properties. If you love Excel, are genuinely excited about what AI tools like Claude can do for financial analysis, and want to build your own function inside a growing, vertically integrated real estate company we want to talk to you.

Why This Role

This position is intentionally dual-function: analyst and builder. You'll have direct visibility with the CEO and CFO from day one and a ground-floor opportunity to lead and build the finance function within Buckingham's Accounting & Finance group shaping the processes, tools, and team that support it as you go. It's a high-growth position with a defined path forward: as the function and your scope expand, so does your role, with a clear track to Manager of Finance and beyond.

Qualifications

What You Bring

• Bachelor's degree in Finance, Accounting, Real Estate, or a related field; CPA, CMA, or CFA candidacy a plus
• 05 years of experience in FP&A, corporate finance, treasury, or accounting real estate or another asset-intensive industry is ideal
• Advanced Excel skills: driver-based forecasts, variance analysis, pivot tables, scenario/sensitivity modeling, Power Query
• Demonstrated fluency with AI assistants like Claude, with experience (or strong aptitude) for building AI-powered workflows and tools
• Familiarity with Yardi and Power BI is a strong plus; SQL exposure is a bonus
• A builder's mindset you want to automate the reporting you'd otherwise do by hand, and you care about getting the accuracy and reliability layer right

Responsibilities

What You'll Do

• Lead and help build the finance function within Buckingham's Accounting & Finance group with a defined path to grow into Manager of Finance as the function and your scope expand
• Own enterprise-wide cash flow forecasting from near-term positioning through rolling 12-month projections across operating companies and the full property portfolio
• Design and build AI-driven workflows, using Claude connected to company data systems, that automate cash forecasting, budgeting, reporting, and reconciliation
• Run the annual operating budget process end to end, and modernize the monthly financial roll-up and variance reporting
• Maintain the company's 35 year platform-wide financial and valuation model, and drive scenario and sensitivity analysis that informs capital allocation, acquisitions, and financing
• Build dashboards pulling from Yardi and our SQL data warehouse, including the CEO's portfolio and enterprise performance dashboard
• Partner with Asset Management, Property Management, Accounting, and Development on forecasting, underwriting support, and ad hoc analysis for the CEO and CFO