What are the responsibilities and job description for the Senior Financial Analyst position at TriSource?
Senior Financial Analyst
A company in Columbia is looking for a Senior Financial Analyst to join their team. This position will be in office Monday through Friday, and the salary range is $90-105k plus bonus.
Essential Functions
- Provide advanced financial modeling support across departments for investment projects—including development, acquisitions, expense reviews, and capital expenditure proposals.
- Participate in cross-functional department and organizational initiatives as assigned.
- Conduct ad hoc management reporting, variance analysis, and executive-level analytical deliverables.
- Assist in preparing materials for Investment Committee review and approvals.
- Serve as liaison between Asset Management and Development teams to support underwriting and deal analysis.
- Lead quarterly forecasting and reporting processes for assigned assets.
- Coordinate with Asset Management and Accounting to collect, validate, and summarize budget inputs.
- Consolidate key performance data including revenue, NOI, occupancy, and other metrics to support earnings forecasts.
- Monitor portfolio-level risks, yields, NAV, and other performance indicators relative to benchmarks and targets.
- Present portfolio reviews and performance updates to Asset Management leadership.
- Provide financial support for asset-level decisions, including modeling lease scenarios, capital planning alternatives, and property-level EBIT.
- Provide training and support to internal teams regarding the budgeting and forecasting process.
- Perform other related duties and special projects as assigned.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 3–6 years of relevant financial analysis or investment analysis experience.
- Experience in commercial real estate finance preferred.
- Proficiency with Microsoft Office (Excel, Word, Outlook); advanced Excel modeling strongly preferred.
- Ability to quickly learn and adapt to new software systems.
- Experience with financial analysis platforms preferred, such as:
- ARGUS Enterprise
- Yardi Forecast Manager
- Yardi Valuation Manager
Other Requirements
- Strong understanding of financial planning, analysis, forecasting, and budgeting concepts.
- Ability to evaluate business conditions and assess financial implications.
- Strong problem-solving and data analysis skills; ability to collect, organize, and interpret financial data.
- Strong written and verbal communication skills; able to present complex concepts clearly.
- Strong interpersonal skills and a service-oriented approach when working with internal stakeholders.
Salary : $90,000 - $105,000