Financial Analyst - Real Estate Performance & Reporting

Job Description

Job Description

A well-established real estate organization is seeking an Analyst / Senior Analyst to support executive, board, and investor-level reporting tied to portfolio performance.

This is a highly visible role for someone who enjoys working at the intersection of financial analysis, reporting, real estate data, and business insight. The position will help transform leasing, occupancy, rent roll, and development data into clear, actionable reporting used by senior leadership and investors to understand performance across the portfolio.

Title and level will be determined based on experience, technical ability, and demonstrated strength in analysis, reporting, and cross-functional partnership.

What You’ll Do

In this role, you will prepare and maintain recurring dashboards, investor reporting packages, portfolio occupancy reports, quarterly presentations, and ad hoc analysis for senior management and investors.

You will analyze trends across occupancy, leasing activity, tenant mix, rent roll variances, and development activity, then translate that information into clear reporting and presentation materials. This position will also partner closely with internal teams to ensure data accuracy, investigate discrepancies, and support consistent reporting across executive and investor deliverables.

Additional responsibilities include:

• Preparing recurring portfolio reporting packages and dashboards
• Supporting quarterly investor presentations and ad hoc investor requests
• Analyzing portfolio performance trends at both the asset and portfolio level
• Leading monthly rent roll variance reviews and resolving discrepancies
• Reviewing lease transactions and related documentation to support reporting accuracy
• Maintaining leasing and portfolio databases
• Coordinating data across departments to ensure accurate and timely reporting
• Reviewing materials for accuracy, formatting, grammar, and consistency
• Using Excel, PowerPoint, and enterprise reporting tools to support analysis
• Identifying opportunities to improve reporting processes and data quality

What We’re Looking For

The ideal candidate is highly analytical, detail-oriented, proactive, and comfortable managing multiple priorities in a fast-paced environment. This person should take pride in producing polished, accurate work for a senior leadership and investor audience.

This role is a strong fit for someone who:

• Enjoys working with data and translating it into useful business insight
• Can balance recurring reporting responsibilities with ad hoc analysis
• Is comfortable investigating issues and asking thoughtful questions
• Takes ownership of deliverables and deadlines
• Communicates clearly and proactively across departments
• Looks for ways to improve processes, not just complete tasks

Qualifications

• Bachelor’s degree in finance, business, accounting, economics, or a related field
• Experience or exposure to corporate financial analysis, reporting, or accounting
• Strong proficiency in Microsoft Excel and PowerPoint
• Experience working with large data sets or reporting deliverables
• Real estate industry exposure is a plus
• Familiarity with commercial leases and related financial terms is a plus
• Experience with enterprise reporting systems, planning tools, or Oracle EPM Cloud is a plus

Company DescriptionTransition Staffing Group is an award winning San Diego based staffing agency providing solutions on a Temporary, Temporary-to-Hire and Direct Hire basis. Through our affiliate network, we have offices in 35+ metropolitan areas, staffed by over 200 specialized recruiters. TSG offers a national reach, with local job market expertise. Recognized five years in a row by the San Diego Business Journal as one of the "Fastest Growing Privately Held Companies in San Diego." Additionally, recognized on the Inc.500 List twice for being one of the Fastest Growing Companies in the United States. TSG offers full Medical, Dental, Vision, Life Insurance (no waiting period) and matching 401(k) to every active consultant/temp

Company Description

Transition Staffing Group is an award winning San Diego based staffing agency providing solutions on a Temporary, Temporary-to-Hire and Direct Hire basis. Through our affiliate network, we have offices in 35+ metropolitan areas, staffed by over 200 specialized recruiters. TSG offers a national reach, with local job market expertise. Recognized five years in a row by the San Diego Business Journal as one of the "Fastest Growing Privately Held Companies in San Diego." Additionally, recognized on the Inc.500 List twice for being one of the Fastest Growing Companies in the United States. TSG offers full Medical, Dental, Vision, Life Insurance (no waiting period) and matching 401(k) to every active consultant/temp