Financial Analyst (Private Equity Environment)

Financial Analyst

Green Courte Residential Holdings (GCRH), located in Clearwater, Florida, is a high growth real estate investment trust (REIT) that owns and operates 23 land-lease manufactured home communities and 21 senior living communities nationwide - over 8,000 home sites and 3,000 senior living units under management.

We operate under two brands:

• Windward Communities (manufactured housing)
• True Connection Communities (independent senior living)

We're the residential arm of Green Courte Partners, a Chicago-based private equity firm focused on building niche real estate platforms with staying power.

We are looking for a savvy analyst to interact with corporate leadership (including high visibility to the CFO and work closely with operational leaders to provide ad-hoc analytical support while also ensuring all weekly, monthly, quarterly, and annual reporting is completed accurately and on-time. Additionally, this position will be heavily involved with the annual budgeting process and in identifying areas of improvement throughout the business to assist with Green Courte Residential's ongoing expansion.

As a direct report to the Vice President of FP&A, the Financial Analyst is a highly impactful position leading and driving various projects to help GCRH operate its platforms more effectively and efficiently. You will play an important role in:

• Prepare, manage, and distribute operational and financial reports, including but not limited to:
• Weekly operational reports.
• Monthly and Quarterly financials, including variance and driver-based analysis, commentary, operational KPIs, and management presentations.
• Annual budget planning, forecasting, and strategizing initiatives.
• Capital reporting, including variance and driver-based analysis on various capital projects and creating forward-looking projections.
• Recommendations regarding business direction and go-forward forecast assumptions.
• Partner with cross-functional teams across GCRH and GCP to help enhance processes and automate financial and operational reporting, including but not limited to:
• Developing, implementing, and analyzing operational KPIs, dashboards, financial reporting, and forecasting models.
• Identifying, implementing, managing, and improving reporting while establishing strong quality checks and controls to ensure data accuracy.
• Identifying and implementing operational tools (e.g. Power BI) to help run the day-to-day business and anticipate the demands of the growing organization.
• Collaborate with senior and property level management relating to recurrent deliverables and new initiatives; key resource for insightful analysis and facilitating decision making.
• Perform ad hoc projects as required.

Required Skills & Experience

• Bachelor's Degree in Business, Finance, or related field required.
• In depth knowledge of financial principles and accounting.
• 1-3 years of related finance and/or analytical experience.
• Strong proficiency in Microsoft Excel and financial modeling required.
• Demonstrated ability with aggregating and consolidating information from disparate systems, wrangling and analyzing data, and presenting findings and recommendations clearly and concisely
• Works independently with limited supervision; also works well collaborating across functional areas.
• Manages and prioritizes projects in a detailed, effective, process-oriented manner, within a fast-paced environment.
• Possesses excellent written and verbal communication skills; oriented to proactive and transparent consultation and professional communication with all stakeholders.
• Forward-thinking; anticipates and addresses potential issues well in advance of deadlines.

Preferred Skills & Experience

• Experience using SQL, a data warehouse, visualization tools like Power BI, and/or Codex/Claude Code is a big plus.
• Experience with financial planning software is a plus.
• Prior experience analyst experience in real estate/property management is a plus.
• Prior experience working within private equity and/or multiple lines of business is a plus.

Benefits (based on eligibility)

• Medical/Dental/Vision Insurance, Health Savings Account (HSA) & Flexible Spending Account (FSA)
• Paid Parental Leave, Short-term & Long-term Disability
• Industry-leading PTO and Paid Holidays
• 401k program; Including match
• Tuition reimbursement
• Paid training
• Annual Bonus programs
• Employee Assistance Program (EAP)
• Employee/Resident Referral Bonuses