• Budget Analyst - PE Investment Firm

    Robert Half Finance & Accounting (San Carlos, CA)


    Description

    Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!

     

    Job Posting: Budget Analyst - PE Investment Firm

     

    Employment Type: Full-Time

     

    Salary: $125-135k base + bonus

     

    We are currently partnering with a prominent real estate investment firm based in San Francisco on an exciting search for an experienced Budget Analyst. This vertically integrated owner-operator specializes in multifamily, student housing, and single-family rental properties across the Western U.S. With over $2 billion in assets under management, they are known for their hands-on approach to property acquisition, renovation, and management. The firm values teamwork, integrity, and excellence, offering a dynamic environment for professionals looking to make a meaningful impact in the real estate sector.

    Responsibilities:

    + Lead preparation of property and portfolio budgets

    + Track and analyze monthly financial performance against forecasts

    + Create variance reports with executive-level insights

    + Maintain financial policies and controls around budgeting and expenses

    + Collaborate with property managers and finance to align reporting and budgets

    + Build frameworks to map internal data to external reporting needs

    + Develop pro forma budgets for new investments and assist with underwriting

    Requirements

    + Minimum 4 years of full budget cycle experience

    + At least 1 year of experience in real estate finance or accounting

    + Financial modeling experience is a plus

    + Proven ability to build and manage multiple budgets (up to 10 simultaneously)

    + Strong communicator with the confidence to present and collaborate with senior associates

    + Must be assertive, proactive, and able to operate independently

    + Experience with budgeting software preferred (Yardi is a plus) — please specify systems used when submitting

     

    Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!

     

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

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