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Financial Analyst, Portfolio Management
Financial Analyst, Portfolio ManagementIndustrious • New York, NY, US
Financial Analyst, Portfolio Management

Financial Analyst, Portfolio Management

Industrious • New York, NY, US
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Financial Analyst, Portfolio Management

Industrious is the largest premium workplace-as-a-service provider and home to the highest-rated workplaces in the industry. Everything we do comes down to creating great days for teams of all sizes and stages, including our own. We believe that what makes a great day at work is the people on your team and the problems you get to solve together. We're looking for people who love thinking outside the box and thrive in a truly collaborative setting. As teammates, we encourage new ideas and toast every win. We're excited about having a meaningful impact on people's workplace experience.

Great days also start when everyone can be their authentic self at work. Diversity of backgrounds, thoughts, and ideas is critical to our success in delivering great workplace experiences, both for our members and for each other. Industrious is committed to creating an inclusive, respectful environment that embraces your individuality and quirkiness. You are valued for who YOU are. We celebrate our people as individuals who can accomplish great things when we work together as one team.

About the Role :

As the Portfolio Management Financial Analyst, you will support the team in providing financial reporting, budgeting and forecast, and analysis required for a partnership-based 200+ unit portfolio. You will also act as one of the primary financial points of contact for our partners, as well as work cross-functionally with teams across the company.

This is a unique opportunity to join a high-performing team in a crucial role with significant growth potential. The successful candidate has a strong financial and analytical skillset, solid communication skills, and a strong work ethic.

This role will report to the Director of Portfolio Management and be based in either New York City or Atlanta.

Responsibilities :

  • Maintain and update external revenue reporting files using financial data software
  • Own production and distribution of landlord-facing monthly revenue reporting for a segment of the 200+ unit portfolio
  • Act as a primary point of contact for landlord partners, fielding inquiries regarding rent and revenue reporting; work cross-functionally to deliver insights to key stakeholders
  • Collaborate with the Accounting team to audit and reconcile reporting files, ensuring consistency, accuracy, and best practices.
  • Support with the annual unit-level budgeting process for management agreements
  • Assist with ad hoc forecasting requests, providing clear analysis and recommendations

Requirements :

  • Degree or 1-2 years professional experience in finance or accounting
  • Proficiency in Excel, with strong financial modeling skills to support budgeting, forecasting, and analysis
  • Experience with financial systems such as NetSuite and OneStream is preferred but not required
  • Ability to work with ambiguous tasks and drive well-articulated solutions
  • High emotional intelligence with the ability to thrive in a fast-paced, dynamic environment
  • Excellent judgment and strong communication skills
  • Compensation :

    The annual base compensation range for this role is between $80,000 and $90,000. The successful candidate's actual base compensation will be based upon a variety of factors, including but not limited to work experience, job-related knowledge, skills, and professional qualifications. You will also be eligible for an annual 10% bonus and participation in our long-term incentive program.

    Base and bonus compensation are just two components of Industrious' total compensation package for this role. Other great perks and benefits include heavily subsidized healthcare plans, generous paid time off, wellness programs, professional development grants, 401k plan, and many other benefits, subject to applicable eligibility criteria and company policies.

    Equal Employment Opportunity :

    Industrious is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunities to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

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    Portfolio Analyst • New York, NY, US

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