Budget Analyst - PE Investment Firm

Salesforce | San Francisco, CA | US
Description

**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
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!**


Information :

  • Company : Salesforce
  • Position : Budget Analyst - PE Investment Firm
  • Location : San Francisco, CA
  • Country : US
Next Process

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Post Date : 2025-06-10 | Expired Date : 2025-07-10

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