Strategic Finance & AI Analyst

Buckingham Companies is looking for a Strategic Finance & AI Analyst to help modernize how a $3B real estate platform forecasts cash builds budgets and understands its own performance using AI as a core tool not an afterthought. This is a rare seat: youll report directly to our CEO and CFO own enterprise-wide cash forecasting and the annual budget process and be trusted to build the automated workflows and dashboards that leadership relies on to make decisions across 70 properties.

If you love Excel are genuinely excited about what AI tools like Claude can do for financial analysis and want to build your own function inside a growing vertically integrated real estate company we want to talk to you.

Why This Role
This position is intentionally dual-function: analyst and builder. Youll have direct visibility with the CEO and CFO from day one and a ground-floor opportunity to lead and build the finance function within Buckinghams Accounting & Finance group shaping the processes tools and team that support it as you go.

Its a high-growth position with a defined path forward: as the function and your scope expand so does your role with a clear track to Manager of Finance and beyond.

What You Bring

• Bachelors degree in Finance Accounting Real Estate or a related field; CPA CMA or CFA candidacy a plus
• 05 years of experience in FP&A corporate finance treasury or accounting real estate or another asset-intensive industry is ideal
• Advanced Excel skills: driver-based forecasts variance analysis pivot tables scenario/sensitivity modeling Power Query
• Demonstrated fluency with AI assistants like Claude with experience (or strong aptitude) for building AI-powered workflows and tools
• Familiarity with Yardi and Power BI is a strong plus; SQL exposure is a bonus
• A builders mindset you want to automate the reporting youd otherwise do by hand and you care about getting the accuracy and reliability layer right

What Youll Do

• Lead and help build the finance function within Buckinghams Accounting & Finance group with a defined path to grow into Manager of Finance as the function and your scope expand
• Own enterprise-wide cash flow forecasting from near-term positioning through rolling 12-month projections across operating companies and the full property portfolio
• Design and build AI-driven workflows using Claude connected to company data systems that automate cash forecasting budgeting reporting and reconciliation
• Run the annual operating budget process end to end and modernize the monthly financial roll-up and variance reporting
• Maintain the companys 35 year platform-wide financial and valuation model and drive scenario and sensitivity analysis that informs capital allocation acquisitions and financing
• Build dashboards pulling from Yardi and our SQL data warehouse including the CEOs portfolio and enterprise performance dashboard
• Partner with Asset Management Property Management Accounting and Development on forecasting underwriting support and ad hoc analysis for the CEO and CFO

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