Senior Financial Analyst

Job Posting Description

The Senior Financial Analyst will play a key role in managing the financial accounting and reporting of real estate and alternative investment assets. This position requires a strong grasp of real estate and alternative investment structures with a solid understanding of relevant accounting standards, including International Financial Reporting Standards (IFRS) and National Association of Insurance Commissioners (NAIC) guidelines.

Key responsibilities include overseeing the financial lifecycle of investment transactions—such as acquisitions, contributions, distributions, transfers, and disposals—and ensuring robust financial controls are in place. The role also involves performing reconciliations between accounting systems and general ledgers to maintain data integrity.

The Senior Financial Analyst will collaborate closely with front office teams, investment administration, and accounting and control advisory groups to ensure the accuracy and completeness of financial information related to real estate and alternative assets.

Position Responsibilities:

• Real Estate Accounting: Manage financial data related to real estate investments, including analysis and control of acquisitions, capital expenditures, impairments, transfers, and disposals.
• Alternative Investments Accounting: Ensure accurate processing and recording of alternative investment transactions, verifying new acquisitions and updating key investment financial facts.
• Period End Close and Financial Reporting: Perform monthly and quarterly reconciliations of balance sheet and income statement accounts. Prepare financial statements and disclosures, and explain key financial highlights to support business analysis.
• Other Duties: Support business unit requests, audit inquiries, and lead process improvement initiatives.

Required Qualifications:

• Bachelor’s degree in Accounting; CPA required
• Minimum 3 years of progressive experience in financial reporting and analysis, including 1 year in a senior analyst role
• Hybrid Work Arrangement: Amenability and readiness to work onsite and from home anytime (dependent on business need AND/OR current external environment/situation) and must be willing to work on a Mid-shift schedule
• Strong knowledge of IFRS, NAIC, and US Tax accounting
• Experience with ERP systems (IFS Lawson, SimCorp, Yardi)
• Preferred: Advanced financial modeling (PowerBI, Macros)
• Proficient in Excel (intermediate to advanced)

Core Competencies:

• High attention to detail and strong analytical skills
• Effective communication and interpersonal abilities
• Strong organizational and time management skills
• Ability to work independently and collaboratively

When you join our team:

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see