Business Financial Services Analyst

Business Financial Services Analyst

Full Time Exempt

Location: Onsite, Norfolk, Virginia Corporate Office

JOB PURPOSE

The Business Financial Services Analyst owns the budget processes that span from due diligence through annual budgeting and ongoing performance monitoring.

Working cross-functionally with Acquisitions, Asset Management, Accounting, Legal, and Operations, the Analyst builds and maintains financial templates, converts seller financials into company-specific formats, flags risks, establishes process timelines, develops template tools and training programs, and ensures the accuracy and timeliness of all financial projections and reconciliations.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Includes the following but are not limited to the job specifications contained herein.

Additional duties or job functions that can be performed safely may be required as deemed necessary by Harbor Group Management Company.



* Own the full lifecycle of acquisition and annual budget processes, from template creation through final owner and investor approval.


* Convert seller financials, trial balances, and rent rolls into company-specific formats, analyzing assumptions and flagging risks.


* Establish and manage budget calendars, coordinate deliverables across stakeholders, and escalate risks to keep every milestone on track.


* Facilitate partnership and investor budget reviews, track statuses, and confirm approved budgets are uploaded on schedule.


* Build, maintain, and enhance CAM reconciliation templates for the commercial portfolio, scalable, audit-ready, and aligned with lease terms.


* Ensure all budget documents, workpapers, and templates are version-controlled and compliant with internal procedures.


* Develop training programs, documentation, and job aids for budget and template processes across the organization.


* Contribute to automation systems for global updates and annual budget creation; help build new automation where it reduces manual work.


* Support variance analysis for monthly owner and investor reports, benchmarking actual performance against budget at the asset and portfolio level.


* Serve as help desk support for complex template formulas and budget inquiries, using recurring issues to shape ongoing training.


* Assist with loan document abstracts, system imports, and new project setup in transition management platforms.


* Support the commercial portfolio and Transition Group responsibilities as needed, including post-closing true-ups, account audits, system imports, new project setup in transition management platforms, and other special projects as needed.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below represent the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions...