- Support the annual budgeting process, monthly forecasting cycles, and long-range financial planning for assigned properties and operational departments.
- Prepare monthly variance analyses comparing actuals vs. budget, prior forecast, and prior year performance.
- Consolidate and validate assumptions submitted by property teams during budgeting and forecasting cycles.
- Assist with rate-setting analysis and revenue optimization initiatives in partnership with Operations and Revenue Management.
- Prepare CAM (Common Area Maintenance) calculations for properties with retail tenants.
- Analyze property-level performance data, including occupancy trends, leasing velocity, payroll, utilities, concessions, and operating expenses.
- Build and maintain financial models, operational KPI dashboards, and standardized reporting templates.
- Improve reporting automation and process efficiencies leveraging Excel, Power BI, or other financial and BI tools.
Microsoft ExcelBudgeting