Financial Analyst (PowerBi experience required)

Financial Analyst with PowerBi Experience

Location: Palm Beach Gardens, FL

Mon-Thursday in office – Friday remote

Annual Salary

Financial Analyst 2-3 years of experience - $110k discretionary bonus (around 20%)

Senior Financial Analyst 4-7 years of experience - $110-130k discretionary bonus (around 20%)

Why join this company as a Financial Analyst?

• High-impact, high-visibility position with mission-critical work in a tight-knit team, including frequent interaction with senior leadership
• Career growth aligned with an active real estate and infrastructure investment pipeline
• Immediate, tangible impact—your analysis and insights directly influence business decisions
• Competitive benefits package: low-cost medical coverage, 401(k), and three weeks of PTO
  
  

What experience does the ideal Financial Analyst have?

• Bachelor’s degree in Finance, Economics, or a related field
• Required: Working knowledge of Power BI (advanced expertise not required)
• Required: Hands-on financial modeling experience; candidates will complete a case study
• Willingness to travel up to five times per year within the state of Florida
• Early-career or “upward trajectory” profile with strong potential
• Preferred: Experience in asset management, hospitality, investment management, or real estate finance
  
  

What will the Financial Analyst do?

• Own portfolio-level budgeting, forecasting, and variance analysis
• Build, enhance, and maintain Power BI dashboards for financial and operational KPIs
• Track and analyze occupancy, rate trends, revenue mix, and margin performance across assets
• Evaluate rent rolls, pricing strategies, labor efficiency, and expense management
• Prepare materials for investment committee and board presentations
• Manage recurring reporting deliverables and ad hoc analysis
• Support acquisition due diligence and post-acquisition integration
  
  

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