Support Strategic Initiatives: Support the Associate Director, Strategic Asset Management to manage analysis, reporting, and ad hoc projects for high-priority partnerships.
Drive Tableau Reporting Excellence: Build, enhance, and maintain Tableau dashboards and reports; identify opportunities for new reporting solutions; and lead change initiatives to improve visualization, accessibility, and insight delivery.
Enhance Financial Insights: Analyze results, monitor variances, identify trends, and recommend actionable strategies to management.
Manage Property Performance: Oversee daily analysis of property-level financial performance, identifying opportunities and risks across key metrics.
Build and Maintain Models: Develop and maintain financial models to track and forecast property revenue, occupancy, expenses, and NOI.
Project Management & Stakeholder Coordination: Manage cross-functional projects from start to finish, including realtor and homeowner communications, creation of owner decks, coordination of financial reviews, and weekly performance reporting.
Collaborate Cross-Functionally: Partner with internal teams to optimize portfolio performance and deliver actionable insights.
Prepare and Present Reports: Deliver clear, data-driven reporting to internal stakeholders, property owners, and executive leadership.
Engage with Homeowners & Realtors: Lead conversations with a solutions-oriented approach, offering strategic recommendations backed by solid analysis.
Refine Processes: Continuously improve tools, workflows, and reporting to enhance operational efficiency and accuracy.
Requirements
2–5 years in finance, consulting, asset management, or a related field; experience in real estate, hospitality, or related industries is a plus.
Bachelor’s degree in a related field.
Strategic thinker who can evaluate multiple scenarios, anticipate outcomes, and guide decisions beyond the numbers.
Self-starter with a bias for action, capable of driving enterprise-level reporting and operational improvements.
Advanced Excel skills and strong Tableau expertise, with proven ability to build, adapt, and optimize reporting solutions.
Skilled in managing complex projects involving multiple stakeholders and diverse deliverables (financials, decks, communications, data reports).
Excellent communicator with proven ability to build trusted relationships and influence decisions across stakeholder groups.
Proficiency in Microsoft Excel and Tableau; experience with other data visualization tools is a plus.