Strategic Finance & Ai Analyst
Buckingham Companies
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.
What You Bring
- Bachelor's degree in Finance, Accounting, Real Estate, or a related field;
CPA, CMA, or CFA candidacy a plus - 1-5 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-power 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
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 3–5 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
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