Financial Analyst (m/w/d) Real Estate Investment Management
KINGSTONE Investment Management Warsaw, Indiana, United States
Real Estate · 11-50 employees
About the role
The Financial Analyst will manage financial reporting for commercial properties, including P&L analysis, budgeting, and variance reporting. They will also collaborate with asset managers to monitor financial performance and ensure data consistency across accounting systems.
What they look for
Requirements
Candidates must have at least 3 years of experience in financial controlling, accounting, or audit, with a strong preference for commercial real estate exposure. Proficiency in MS Excel and a solid understanding of financial reporting principles are essential for this role.
Benefits
Full description
Your mission
- Taking ownership of the accuracy and timeliness of financial reporting for an assigned portfolio of several commercial properties
- Reviewing and reconciling quarterly financial results for individual SPVs
- Analyzing the P&L statements, balance sheets, and cash flow statements of the companies, identifying key trends, irregularities and areas requiring clarification
- Analyzing the performance of individual properties in close cooperation with Asset Managers and Property Managers
- Performing budget-to-actual and forecast-to-actual variance analyses and preparing clear business commentary on the most significant differences
- Monitoring the implementation of financial plans, comparing actual results with projections and explaining variances
- Preparing periodic reporting packages in accordance with local and group reporting standards
- Ensuring the consistency of data across accounting and financial systems and operational reports
- Working closely with accounting teams during month-end, quarter-end, and year-end closing processes
- Preparing financial information and analyses for local management, investors, and group functions
- Participating in the budgeting and forecasting process for assigned SPVs and properties, including the development of annual budgets, budget updates, forecasts, and long-term plans
- Proactively identifying irregularities, risks, and areas requiring clarification and initiating corrective actions
- Supporting the continuous improvement of reporting, financial processes, and internal controls
- Preparing periodic reports, profitability analyses, and income statements for management;
- Monitoring the cash flows, liquidity and financial performance of assigned SPVs and identifying potential risks or funding requirements
- Performing other ad hoc analyses, reports and tasks in the areas of controlling and finance
Your profile
- We are looking for a candidate with at least 3 years of professional experience in financial controlling, accounting, audit or a comparable role
- Very good understanding of accounting principles and financial reporting
- Previous experience in commercial real estate is highly preferred; alternatively, experience in audit, accounting or financial advisory with exposure to real estate clients would be an advantage
- Ability to analyze P&L statements, balance sheets and cash flow statements
- Experience working with multiple entities, SPVs, or investment structures simultaneously would be an advantage
- Very strong analytical skills and a high level of accuracy and attention to data quality
- Advanced knowledge of MS Excel and confidence in working with financial data sets
- Proficiency in English sufficient to collaborate effectively within an international organization; knowledge of German would be an additional advantage
- Proactive and solution-oriented approach, with the ability to identify issues, investigate their causes, and follow through on corrective actions
- Ability to work independently, take ownership of assigned responsibilities, effectively prioritize tasks and adhere to closing and reporting schedules
- Comfortable working in a dynamic, international, and hands-on environment where responsibilities may extend beyond standard controlling tasks
Why us?
- A challenging and varied role with a high degree of personal responsibility
- Fascinating insights into national and international property markets
- Direct collaboration with management and short decision-making processes
- A professional, entrepreneurial working environment with scope for initiative
- A dynamic, open and motivated team with a supportive atmosphere and a home-working policy
- Competitive remuneration in line with market rates and performance; long-term career prospects
About us
KINGSTONE Investment Management is an owner-managed real estate investment management group founded by the Schomberg family and Pegasus Capital Partners offering a wide range of investment products and a holistic approach for German and international institutional investors.
KINGSTONE combines a top-notch real estate deal and project pipeline with the excellent access of our senior management to national and international investors. Our strategic co-owner Pegasus offers capabilities and a proven track record as project developer and mezzanine specialist. Combining this with the Schomberg family’s decades of experience in the international and institutional real estate fund business enables us to generate sustainable returns for our clients.
More information available at: www.kingstone-im.com
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