Senior Financial Analyst - Ancillary Business

Posted Yesterday
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Frisco, TX, USA
In-Office
Senior level
Real Estate
The Role
Support FP&A for Tenant Insurance and Lending businesses: build financial models, analyze performance and KPIs, prepare management reporting, support budgeting/forecasting, variance analysis, business cases, and cross-functional strategic initiatives to improve profitability and operations.
Summary Generated by Built In
Company Description

Since opening our first self-storage facility in 1972, Public Storage has grown to become the largest owner and operator of self-storage facilities in the world. With thousands of locations across the U.S. and Europe, and more than 170 million net rentable square feet of real estate, we're also one of the largest landlords.

We've been recognized as A Great Place to Work by the Great Place to Work Institute. And, our employees have also voted us as having Best Career Growth, ranked us in the Top 5% for Work Culture, and in the Top 10% for Diversity and Inclusion.

We're a member of the S&P 500 and FT Global 500. Our common and preferred stocks trade on the New York Stock Exchange.

Public Storage is the nation’s leading self-storage provider, recognized for its iconic orange doors and commitment to delivering simple, reliable solutions to millions of customers across the country. We are expanding our creative team to enhance our consistent and engaging visual brand presence.

Job Description

Public Storage is seeking a Senior Financial Analyst – Ancillary Businesses to support the financial planning, analysis, reporting, and strategic decision-making for our Tenant Insurance and Lending lines of business. This role will partner closely with business leaders and cross-functional teams to deliver actionable financial insights, improve forecasting accuracy, and support business performance. 

This position reports to the Director – Customer Care and Ancillary Business Finance and will play a key role in evaluating business trends, monitoring financial results, and identifying opportunities to enhance profitability and operational efficiency. Prior experience in the insurance industry is preferred, particularly in areas related to product performance, claims trends, premium analysis, or regulatory considerations. 

 

Key Responsibilities 

  • Support financial planning, budgeting, forecasting, and monthly close processes for the Tenant Insurance and Lending businesses. 

  • Analyze financial and operational performance, identify key trends, and provide recommendations to support business decisions. 

  • Prepare monthly, quarterly, and ad hoc management reporting packages with clear commentary on performance drivers, risks, and opportunities. 

  • Develop and maintain financial models to evaluate revenue, margin, expense trends, customer behavior, and business initiatives. 

  • Partner with leaders across Finance, Customer Care, Operations, Marketing, Legal, and other cross-functional teams to support strategic initiatives and business planning. 

  • Monitor KPIs and business metrics for ancillary products, including policy performance, penetration, claims-related trends, lending activity, and profitability measures. 

  • Assist in the evaluation of new programs, pricing strategies, process improvements, and growth opportunities within ancillary businesses. 

  • Support variance analysis against budget, forecast, and prior year results; communicate findings to leadership in a concise and actionable manner. 

  • Improve reporting processes, tools, and data integrity to enhance financial visibility and decision support. 

  • Participate in business case development, scenario analysis, and presentations for leadership review. 

  • Help ensure financial analysis aligns with internal controls, accounting policies, and applicable business requirements. 

Qualifications

 

  • Bachelor’s degree in Finance, Accounting, Economics, Business, or related field. 

  • 5-7 years of experience in financial analysis, FP&A, business finance, or related roles. 

  • Strong analytical, modeling, and problem-solving skills. 

  • Advanced proficiency in Excel and strong experience with financial modeling and large data sets. 

  • Experience preparing management reporting and presenting insights to business partners. 

  • Strong attention to detail with the ability to balance accuracy and deadlines in a fast-paced environment. 

  • Excellent written and verbal communication skills. 

  • Ability to work independently while managing multiple priorities and cross-functional relationships. 

Preferred 

  • Prior experience in the insurance industry. 

  • Experience supporting ancillary products, financial services, lending, or consumer-facing business lines. 

  • Familiarity with insurance-related metrics such as premium trends, claims performance, loss ratios, or product profitability. 

  • Experience with financial systems, planning tools, or BI/reporting platforms such as Power BI, Tableau, Hyperion, Essbase, SAP, Oracle, or similar tools. 

  • MBA, CFA, or other relevant professional certification is a plus. 

 

Knowledge, Skills, and Abilities 

  • Ability to translate financial results into meaningful business insights. 

  • Strong business partnership skills and ability to influence decision-making through data and analysis. 

  • Comfortable working with ambiguity and building structure around new or evolving business areas. 

  • Ability to identify operational and financial improvement opportunities. 

  • Strong organizational skills and commitment to follow-through. 

  • High degree of professionalism, judgment, and accountability. 

Additional Information

Workplace

  • One of our values pillars is to work as One Team and we believe that there is no replacement for in-person collaboration but understand the value of some flexibility. Public Storage teammates are expected to work in the office five days each week with the option to take up to three flexible remote days per month. 

Public Storage is an equal opportunity employer and embraces diversity. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status. All qualified candidates are encouraged to apply.

**Sponsorship for Work Authorization is not available for this posting.  Candidates must be authorized to work in the U.S. without restrictions or requiring sponsorship now or in the future. We do not provide training plans or support for F-1 OPT, STEM OPT extensions, or future visa sponsorship.**

Skills Required

  • Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
  • 5-7 years of experience in financial analysis, FP&A, business finance, or related roles.
  • Advanced proficiency in Excel and strong experience with financial modeling and large data sets.
  • Strong analytical, modeling, and problem-solving skills.
  • Experience preparing management reporting and presenting insights to business partners.
  • Strong attention to detail with the ability to balance accuracy and deadlines in a fast-paced environment.
  • Excellent written and verbal communication skills.
  • Ability to work independently while managing multiple priorities and cross-functional relationships.
  • Prior experience in the insurance industry.
  • Experience supporting ancillary products, financial services, lending, or consumer-facing business lines.
  • Familiarity with insurance-related metrics such as premium trends, claims performance, loss ratios, or product profitability.
  • Experience with financial systems, planning tools, or BI/reporting platforms such as Power BI, Tableau, Hyperion, Essbase, SAP, Oracle, or similar tools.
  • MBA, CFA, or other relevant professional certification.
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The Company
HQ: Glendale, CA
5,900 Employees
Year Founded: 1972

What We Do

Public Storage is a real estate investment trust and the world's largest owner, operator, and developer of self-storage facilities in the U.S.

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