Budget Analyst - PE Investment Firm
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**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**
Job Posting: Budget Analyst - PE Investment Firm
Employment Type: Full-Time
Location: San Francisco (Hybrid)
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
- 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!**
How to Submit an Application:
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