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Finance & Operations Analyst - Sausalito, CA (In-Office)
Finance & Operations Analyst - Sausalito, CA (In-Office)Brodie Group • San Francisco, CA, US
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Finance & Operations Analyst - Sausalito, CA (In-Office)

Finance & Operations Analyst - Sausalito, CA (In-Office)

Brodie Group • San Francisco, CA, US
3 days ago
Job type
  • Full-time
Job description

Job Description

Who We Are

Brodie Group is a management and advisory firm focused on complex and quality-driven projects within the built environment. Tailored to meet the needs of our diverse and worldwide clientele, Brodie enhances their experiences through our comprehensive suite of services, offering in-house land use planning and permitting, property damage remediation, and sustainability advisory services designed to complement our experienced Owner’s Representation Division, the foundation of Brodie’s success over the past 25 years. Brodie Group serves as a single point of contact to provide objective guidance and streamlined project communication, guiding the client through project complexities, one informed decision at a time.

Our main client base includes high net-worth private clients building everything from high-end residences to corporate retreats, and luxury offices; developers focused on luxury hospitality; and institutional clients in the education, museum, and nonprofit sectors.

What We’re Looking For

We’re looking for a candidate with a finance, accounting, or economics undergraduate degree and 1–2 years of relevant work experience. While prior knowledge of the real estate or construction industry is not required, a strong interest in these sectors is preferred. Prior work or internship experience within the following sectors is a plus : dynamic small business, growth-focused startup, consulting, equity research, investment banking, or other cross-functional roles within professional services firms.

This position offers a dynamic opportunity to build real-world experience in accounting, finance, business operations and strategy, while gaining exposure to leadership and contributing tangibly to the firm’s success.

The ideal candidate is detail-oriented, tech-savvy, and eager to learn, with strong curiosity and resourcefulness. They adapt to shifting priorities across a variety of skillsets and consistently manage multiple tasks and deliverables with professionalism. Strong written and verbal communication skills, a collaborative mindset, and the ability to stay organized under pressure are essential.

Job Duties and Responsibilities :

A Finance & Operations Analyst is a cross-functional role, engaging and supporting the management and growth of the firm. The following list includes but is not limited to job responsibilities and potential scopes of work that may be expanded upon as needed.

Finance & Accounting :

  • Manage invoices from inception through internal approval pipeline and accounts receivable tracking
  • Oversee the firm’s expense management platform
  • Perform basic accounting and bookkeeping tasks, including year-end tax preparation and reconciliation support
  • Conduct financial data analysis, model upkeep, forecasting and warehouse builds
  • Experience with ground-up or complex financial modeling is a plus
  • Prepare and maintain project-specific financial models

Operations

  • Support internal contract management and coordinate with external legal professional services partners
  • Assist with HR, hiring, payroll, and insurance-related tasks and initiatives
  • Provide marketing and business development support
  • Coordinate with external service providers and vendors (accountants, brokers, IT, etc)
  • Manage current technology platforms and research future applications or onboarding opportunities
  • Provide basic tech support (e.g., office technology updates, troubleshooting, mobile device setup and enrollment, etc.)
  • Handle general office administration as needed
  • Strategy

  • Support Brodie’s initiatives across market sectors, divisions and human capital
  • Conduct independent research based on high-level guidance to identify efficiency and improvement opportunities
  • Support project leaders in implementing new initiatives or updated processes
  • Other

  • Leverage AI tools to self-start, troubleshoot and identify value-creation opportunities across the organization
  • Provide ad hoc support for finance, operations and firmwide initiatives
  • Assist with senior leader support, office management, event planning and scheduling
  • Required Skills :

  • Experience and proficiency in various office technologies and software systems (Google Workspace, Excel, Adobe Suite, QuickBooks, Harvest, Microsoft, etc.).
  • Strong financial proficiency in spreadsheets with an intermediate understanding of functions and formulas
  • Basic understanding of, or willingness to learn, coding and scripting within financial models
  • Exceptional attention to detail and accuracy in deliverables
  • Ability to manage and prioritize multiple tasks while following direction
  • Strong communication skills with proactive stakeholder management and clear expectation setting
  • Excellent note-taking skills and ability to translate discussions into actionable follow-ups
  • Highly organized, responsive and able to manage inboxes and task lists efficiently
  • What We Value :

  • A team player mindset, strong work ethic and creative problem-solving ability
  • Resourcefulness and self-direction, with the ability to navigate ambiguity and drive progress independently
  • Intellectual curiosity and the confidence to ask questions or challenge the status quo
  • Willingness to work non-traditional hours when required to get the job done
  • A positive attitude, mindset and decorum which reflect our firm’s culture, values, and client-first focus
  • Commitment to an in-office culture; ability to work in our Sausalito office daily
  • What We Provide :

  • Base compensation range for this role is : $65,000 - $100,000 dependent on experience
  • Final compensation will be determined based on experience and qualifications in accordance with California pay transparency requirements.
  • Bonus opportunities dependent on performance in the role
  • Health insurance benefits and employer sponsored 401(k) program
  • Company paid holidays and Flexible Time Off
  • To apply for this position, please email Michael Hultquist (michael@brodiegrp.com) with a resume and cover letter.

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