About the role

The analyst will lead enterprise-wide cash flow forecasting and the annual budget process while building AI-driven workflows to automate financial reporting. They will also maintain long-term financial models and provide data-driven insights to the CEO and CFO to support capital allocation and property performance.

What they look for

Financial Analysis Cash Forecasting Budgeting Excel AI Workflow Automation Claude Variance Analysis Scenario Modeling Power Query Yardi Power BI SQL Financial Modeling Valuation Capital Allocation

Requirements

Candidates must have a bachelor's degree in Finance, Accounting, or Real Estate and 0-5 years of experience in corporate finance or accounting. Proficiency in advanced Excel, AI tools, and financial modeling is required, with experience in real estate software like Yardi considered a strong asset.

Full description

Overview

Buckingham Companies is looking for a Strategic Finance & AI Analyst to help modernize how a $3B+ real estate platform forecasts cash, builds budgets, and understands its own performance — using AI as a core tool, not an afterthought. This is a rare seat: you'll report directly to our CEO and CFO, own enterprise-wide cash forecasting and the annual budget process, and be trusted to build the automated workflows and dashboards that leadership relies on to make decisions across 70+ properties.If you love Excel, are genuinely excited about what AI tools like Claude can do for financial analysis, and want to build your own function inside a growing, vertically integrated real estate company — we want to talk to you.Why This RoleThis position is intentionally dual-function: analyst and builder. You'll have direct visibility with the CEO and CFO from day one and a ground-floor opportunity to lead and build the finance function within Buckingham's Accounting & Finance group — shaping the processes, tools, and team that support it as you go.It's a high-growth position with a defined path forward: as the function and your scope expand, so does your role, with a clear track to Manager of Finance and beyond.

Qualifications

What You Bring

Bachelor's degree in Finance, Accounting, Real Estate, or a related field; CPA, CMA, or CFA candidacy a plus

0–5 years of experience in FP&A, corporate finance, treasury, or accounting — real estate or another asset-intensive industry is ideal

Advanced Excel skills: driver-based forecasts, variance analysis, pivot tables, scenario/sensitivity modeling, Power Query

Demonstrated fluency with AI assistants like Claude, with experience (or strong aptitude) for building AI-powered workflows and tools

Familiarity with Yardi and Power BI is a strong plus; SQL exposure is a bonus

A builder's mindset — you want to automate the reporting you'd otherwise do by hand, and you care about getting the accuracy and reliability layer right

Responsibilities

What You'll Do

Lead and help build the finance function within Buckingham's Accounting & Finance group — with a defined path to grow into Manager of Finance as the function and your scope expand

Own enterprise-wide cash flow forecasting — from near-term positioning through rolling 12-month projections — across operating companies and the full property portfolio

Design and build AI-driven workflows, using Claude connected to company data systems, that automate cash forecasting, budgeting, reporting, and reconciliation

Run the annual operating budget process end to end, and modernize the monthly financial roll-up and variance reporting

Maintain the company's 3–5 year platform-wide financial and valuation model, and drive scenario and sensitivity analysis that informs capital allocation, acquisitions, and financing

Build dashboards pulling from Yardi and our SQL data warehouse, including the CEO's portfolio and enterprise performance dashboard

Partner with Asset Management, Property Management, Accounting, and Development on forecasting, underwriting support, and ad hoc analysis for the CEO and CFO

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