Senior Financial Analyst

Senior Financial Analyst
Palm Beach Gardens, FL | Hybrid (Mon-Thu in office)


We are hiring a Senior Financial Analyst to play a highly visible role in financial planning, analytics, and investment support across a growing portfolio. This position is ideal for a high-performing analyst ready to step into broader ownership and executive-facing work.


Candidates will be considered from across the U.S., with travel covered for in-person interviews and potential relocation assistance available.
Compensation & Benefits

• Base Salary: $110,000-$130,000
• Discretionary Bonus: ~20%
• Low-cost health insurance
• 401(k)
• 3 weeks PTO
• Strong long-term growth trajectory

• Direct influence on strategic and investment decisions
• High exposure to executives and investment leadership
• Opportunity to shape reporting, dashboards, and analytics infrastructure
• Work aligned with an active investment and development cycle

• Lead portfolio-wide budgeting, forecasting, and variance analysis
• Own and enhance Power BI dashboards for financial and operational KPIs
• Evaluate occupancy, rate trends, revenue mix, labor performance, and margins
• Analyze rent rolls, pricing strategies, and cost optimization opportunities
• Prepare materials for investment committee and board presentations
• Own recurring reporting and performance review processes
• Support acquisition underwriting, due diligence, and integration efforts

• Bachelor's degree in Finance, Economics, or a related discipline
• 4-7 years of relevant experience (not seasoned; strong upward trajectory)
• Proficient in financial modeling
• Working experience with Power BI
• Comfortable presenting insights to senior stakeholders
• Willingness to travel up to 5 times per year within Florida
• Background in asset management, hospitality, investment management, or real estate finance is a strong advantage