Senior Analyst

SCOPE

The Senior Analyst will be an integral member of the FP&A team at a privately held real estate investment firm that specializes in manufactured housing. This position will be instrumental in generating robust metrics by analyzing financial and operating data and by evaluating vertically integrated business units. This position will work closely with senior team members, both to navigate the business and to ensure analytics are applied to drive best practices. The ideal candidate will – beyond technical proficiency – keep sight of the big picture and think critically to add value. 

RESPONSIBILITIES

·        Extract, clean and analyze large datasets from multiple sources

·        Develop, maintain and optimize detailed financial models (budget templates, variance analysis)

·        Conduct in-depth financial analysis to support strategic planning, investment decisions and operational improvements e.g. defeasance, land development, hold-sell

·        Create reporting materials, including quarterly reports, ensuring clarity and data accuracy

·        Track debt financing terms and performance across the portfolio

·        Participate in ad-hoc projects as required demonstrating flexibility and a proactive approach to the organization’s objectives

QUALIFICATIONS

·        Bachelor’s degree in Accounting, Finance, Economics, or similar field; MBA or MA preferred

·        5-10 years of experience

·        Previous real estate experience is required

·        Proficient at financial modeling; fluent with Excel, sensitivity analysis, and pivot tables

·        Ability to take ownership of multiple projects simultaneously and meet tight deadlines

·        Advanced degree of proficiency with Microsoft Office applications including Excel and Word

·        Prefer familiarity with integrating AI tools (Chat GPT or similar) into data analysis and modeling

·        Extremely attentive to details and high level of quality control

·        Utmost level of personal and professional integrity

·        Excellent communication skills

FLSA CLASS: Exempt

REPORTS TO: Director – Financial Planning & Analysis

SUPERVISORY RESPONSIBILITIES: None

JOB CATEGORY: Portfolio

POSITION CLASS: Admin

COMPETENCIES:

• Treats everyone with respect, compassion and kindness – Builds internal respect and loyalty with customers. Demonstrates concern for customers. Effectively responds to customer needs. This includes responding timely to requests, listening to others, and seeking to understand others when there are differences of opinion, finding ways to build on each other’s ideas. Acts with empathy and focus, while able to resolve problems.
• Demonstrate integrity, transparency and doing things the right way – Makes lemonade out of lemons. This includes following policies, demonstrating financial responsibility with Lakeshore assets, complying with state and federal law, and practicing safety. Conforms to the highest professional standard. Turns challenges into wins.
• Collaboration and team work – Involve key stakeholders in decision making. This includes developing and maintaining positive work relationships. Enhances the level of mutual cooperation. Actively participates in team-oriented objectives and activities. Focuses on team success, over individual.
• Solves problems and is transparent about outcomes – Champions new initiatives beyond the scope of the department. Seeks to improve in all aspects of work performance. Creates an environment of continuous improvement and innovation. Encourages people to maintain high standards of quality and thoroughness.
• Serves our employees and residents to improve their lives – This includes maintaining the property that creates curb appeal, a welcoming community environment, supports individual and family activities, creates a sense of neighborhood. At work, continually challenges self to grow and develop to be the best you can be at work.

PHYSICAL REQUIREMENTS:

While performing the duties of this job; the noise level in the work environment is usually moderate; Continually required to sit; Occasionally required to lift up to 10 pounds.

COMPENSATION: Range – 95,000 – 115,000

LOCATION: Home Office – Hybrid (3 days in office, 2 days remote- subject to change at any time)

Lakeshore Management is an equal opportunity employer. Qualified applicants will receive consideration without regard to age, race, color, religion, sex, gender identity, sexual orientation, disability, national origin, or protected veteran status. Applicants are encouraged to confidentially self-identify when applying. Employment is contingent upon successful completion of background investigation including pre-employment drug screening. Lakeshore is a smoke-free and drug-free workplace. No recruiters or agencies without a previously signed contract. Only candidates whose profiles closely match requirements will be contacted during this search.