Description
Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!*
Job Posting: Budget Analyst - PE Investment Firm
Employment Type: Full-Time
Location: San Francisco (Hybrid)
Salary: $120-135k base + bonus
We are currently partnering with a prominent real estate investment firm based in San Francisco on an exciting search for an experienced Budget Analyst. This vertically integrated owner-operator specializes in multifamily, student housing, and single-family rental properties across the Western U.S. With over $2 billion in assets under management, they are known for their hands-on approach to property acquisition, renovation, and management. The firm values teamwork, integrity, and excellence, offering a dynamic environment for professionals looking to make a meaningful impact in the real estate sector.
Responsibilities:
Lead preparation of property and portfolio budgets
Track and analyze monthly financial performance against forecasts
Create variance reports with executive-level insights
Maintain financial policies and controls around budgeting and expenses
Collaborate with property managers and finance to align reporting and budgets
Build frameworks to map internal data to external reporting needs
Develop pro forma budgets for new investments and assist with underwriting
Requirements
Minimum 4 years of full budget cycle experience
At least 1 year of experience in real estate finance or accounting
Financial modeling experience is a plus
Proven ability to build and manage multiple budgets (up to 10 simultaneously)
Strong communicator with the confidence to present and collaborate with senior associates
Must be assertive, proactive, and able to operate independently
Experience with budgeting software preferred (Yardi is a plus) - please specify systems used when submitting
Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!
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