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ROARK
Senior/Financial AnalystROARK • Irvine, CA, United States
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Senior/Financial Analyst

Senior/Financial Analyst

ROARK • Irvine, CA, United States
2 days ago
Job type
  • Full-time
Job description

This role sits at the center of financial decision-making for a growing real estate investment platform. You’ll build budgeting frameworks, shape forecasting models, and provide the analysis leadership uses to allocate capital and guide strategy.

This is an opportunity for a financial analyst who wants to move beyond reporting and into real influence.

Our client is a privately held, founder-led real estate investment and leasing company operating across multiple entities and asset structures. With revenue in the $50M–$100M range, the business is in a stage where financial discipline, visibility, and forward-looking insight are becoming critical to its next phase. Leadership is hands-on, expectations are high, and the environment rewards professionals who take initiative and operate independently.

In this role, you will…

  • Prepare financial reports (P&L, balance sheet) and analyze variances and trends
  • Assist with investment analysis, including acquisitions and capital projects
  • Translate financial data into clear recommendations that guide business decisions
  • Partner cross-functionally to gather inputs and align financial plans with operational reality
  • Create and refine financial models to improve visibility into performance and risk
  • Support leadership presentations and strategic planning through structured financial analysis

What we’re looking for

  • Experience in financial analysis, FP&A, or similar roles with ownership of budgeting and forecasting
  • Strong knowledge of financial software, data reporting tools (Such as Power BI), and Excel skills (including advanced formulas, pivot tables, and data structuring)
  • Ability to work independently with limited guidance in a lean environment
  • Experience building financial models and working with multi-entity or complex structures
  • Bachelor’s degree in Finance, Accounting, or related field

If you’re a financial analyst who prefers building over maintaining—and wants your work to influence real business outcomes—we should talk.

We welcome a confidential conversation to explore fit.


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    Senior/Financial Analyst • Irvine, CA, United States

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