Sr. Financial Analyst

Description We are looking for a Sr. Financial Analyst to join a FinTech organization in South San Francisco, California, supporting strategic real estate finance initiatives across a global portfolio. This Long-term Contract position is ideal for a finance specialist who can translate complex transaction and portfolio data into clear recommendations that guide planning, budgeting, and deal decisions. The role partners closely with cross-functional stakeholders to evaluate lease scenarios, project long-range financial outcomes, and strengthen reporting through advanced modeling and analytical tools.

Responsibilities:

• Build and maintain detailed financial models that assess real estate transactions, compare site options, and support investment and leasing decisions.
• Contribute to annual planning and recurring forecast cycles by incorporating operating expenses, capital expenditures, portfolio changes, and business assumptions into forward-looking analyses.
• Analyze negotiated deal terms and prepare final financial summaries to support approvals, budgeting, and leadership review.
• Create reporting packages that highlight portfolio performance, cost trends, and key real estate metrics for internal stakeholders and partner teams.
• Prepare executive-ready presentations that turn financial findings into clear narratives, visuals, and decision-support materials.
• Partner with Finance, Accounting, Treasury, and related teams to align real estate analysis with broader company financial objectives and reporting needs.
• Design and improve standardized modeling templates to increase consistency, scalability, and efficiency across transaction evaluations and portfolio reviews.
• Drive the use of AI-enabled and automated tools to enhance financial modeling, scenario analysis, and ongoing reporting processes for the real estate function. Requirements
• 5+ years of experience in financial analysis, with a strong background in corporate real estate, workplace finance, consulting, or portfolio management.
• Demonstrated expertise in financial modeling, including scenario analysis, lease-versus-buy evaluations, and ad hoc analysis for commercial transactions.
• Advanced proficiency in Excel or Google Sheets, with the ability to build sophisticated models and reusable templates.
• Working knowledge of real estate accounting principles, including ASC 842, capital expenditure treatment, and depreciation concepts relevant to transaction analysis.
• Experience using or supporting reporting and planning tools such as Tableau, Retool, Argus, or similar platforms is preferred.
• Strong communication skills with the ability to present complex financial insights in a concise and business-focused manner.
• Proven ability to manage multiple priorities under tight deadlines while maintaining accuracy and a hands-on, collaborative approach.
• Familiarity with portfolio management metrics such as occupancy, capacity, and cost per seat is a plus.

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