Financial Analyst, Portfolio Management jobs in United States
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Industrious · 2 hours ago

Financial Analyst, Portfolio Management

Industrious is the largest premium workplace-as-a-service provider, dedicated to creating great workplace experiences. The Portfolio Management Financial Analyst will support financial reporting, budgeting, and forecasting for a partnership-based portfolio, acting as a primary financial contact for partners and collaborating with cross-functional teams.

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Responsibilities

Maintain and update external revenue reporting files using financial data software
Own production and distribution of landlord-facing monthly revenue reporting for a segment of the 200+ unit portfolio
Act as a primary point of contact for landlord partners, fielding inquiries regarding rent and revenue reporting; work cross-functionally to deliver insights to key stakeholders
Collaborate with the Accounting team to audit and reconcile reporting files, ensuring consistency, accuracy, and best practices
Support with the annual unit-level budgeting process for management agreements
Assist with ad hoc forecasting requests, providing clear analysis and recommendations

Qualification

Financial modelingExcel proficiencyFinancial systems experienceCommunicationEmotional intelligence

Required

Degree or 1-2 years professional experience in finance or accounting
Proficiency in Excel, with strong financial modeling skills to support budgeting, forecasting, and analysis
Ability to work with ambiguous tasks and drive well-articulated solutions
High emotional intelligence with the ability to thrive in a fast-paced, dynamic environment
Excellent judgment and strong communication skills

Preferred

Experience with financial systems such as NetSuite and OneStream

Benefits

Heavily subsidized healthcare plans
Generous paid time off
Wellness programs
Professional development grants
401k plan
Many other benefits, subject to applicable eligibility criteria and company policies

Company

Industrious

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Industrious is a premium flexible workspace provider that redefines the workplace experience.

Funding

Current Stage
Late Stage
Total Funding
$422M
Key Investors
Riverwood Capital
2025-01-14Acquired
2021-02-22Corporate Round· $200M
2019-08-22Series D· $80M

Leadership Team

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Jamie Hodari
CEO and Co-Founder
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Gentry Long
Chief Commercial Officer (CCO)
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Company data provided by crunchbase