Budget Analyst

Job Overview 

We are seeking a highly analytical and detail-oriented Budget Analyst to support budgeting and forecasting across a large commercial real estate portfolio and related entities. The role will provide centralized quality assurance by reviewing budgets and forecasts for completeness, consistency, accuracy, and reasonableness while supporting budget owners throughout the forecasting cycle. 

The ideal candidate has experience in budgeting, forecasting, and financial analysis, with strong Excel skills and the ability to identify inconsistencies, investigate variances, and communicate actionable feedback to multiple stakeholders. 

Job Details 

Work Set-up: Work from Home 

Work Schedule: Mondays to Fridays | 8 PM to 5 AM PHT  (8 AM to 5 PM EST) 

Holiday: Will follow PH holidays  

Responsibilities 

• Review property, investment company, and operating company budgets for completeness, consistency, reasonableness, and adherence to established standards.  

• Identify missing inputs, unusual variances, unsupported assumptions, and inconsistencies, and coordinate with budget owners to resolve issues.  

• Provide training, process guidance, and troubleshooting support to Property Managers and other budget owners throughout budgeting and forecasting cycles.  

• Monitor budget submission progress, follow up on outstanding items, and escalate risks to deadlines or data quality.  

• Maintain annual budgets and quarterly reforecasts for corporate and property management entities.  

• Support the consolidation of budgets into broader entity-level profit-and-loss statements.  

• Summarize significant changes, risks, and unresolved items for management review.  

• Maintain budget calendars, review checklists, training materials, and process documentation.  

• Support improvements to budgeting tools, processes, and workflows.  

• Collaborate with FP&A, Property Management, Accounting, Leasing, Construction, and other teams to support accurate and timely budgeting and forecasting.  

Qualifications 

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.  

• At least 2 years of experience in budgeting, forecasting, financial analysis, accounting, or a related field.  

• Experience supporting budgeting and forecasting for commercial real estate, property management, or another multi-entity organization.  

• Strong understanding of financial statements, accrual accounting, budget-to-actual analysis, forecasting principles, and multi-entity reporting.  

• Advanced Excel skills with the ability to analyze large datasets and identify inconsistencies and unusual trends.  

• Strong analytical, organizational, communication, and time-management skills.  

• Ability to provide constructive feedback and coordinate effectively with multiple stakeholders.  

• Ability to work independently and meet recurring deadlines in a remote environment.  

Preferred Qualifications 

• Experience with Yardi Forecast Manager, Yardi Voyager, or similar budgeting and property management systems.  

• Experience with personnel cost allocations, payroll and benefits forecasting, or healthcare cost budgeting.  

• Experience using AI-enabled data analysis and visualization tools to develop KPIs, dashboards, variance analyses, and management reports.  

• Experience providing financial systems training, quality assurance reviews, or process support to non-finance stakeholders.  

Finance Leadership Principles 

The ideal candidate demonstrates: 

• Ownership Mentality: Takes ownership of financial processes and deliverables.  

• Strong Core Fundamentals: Delivers accurate financial analysis and reporting on time.  

• Scalable Thinking: Identifies opportunities to improve and streamline processes.  

• Collaborative Approach: Works effectively with stakeholders to achieve shared outcomes.  

• Team Development: Supports knowledge sharing and helps build team capability.