Position Announcement: Senior Financial Analyst

Mountain View, CA

Title:                              Senior Financial Analyst          

Business Unit:            Enterprise Operations

Work Schedule:         Hybrid, three days in office

Status:                          Full-Time

FSLA Status:               Exempt

Work Location:           Mountain View, CA

Date Submitted:         June 17, 2024



Reporting to the VP, Corporate Finance, the Senior Financial Analyst (SFA) will play an integral role within the Financial Planning and Analysis (FP&A) and Treasury areas. The SFA will focus on financial reporting, analysis, and forecasting and budgeting activities as well as cash management and other treasury functions.



Job Responsibility 1:  Forecasting and Budgeting                   

% of Time:  30

  • Full ownership of preparing and updating weekly cash account forecast including incorporating latest thinking and expected changes
  • Work closely with VP, Corporate Finance on 10-year cash flow forecast including collaborating with real estate, investment, and philanthropy teams for key inputs
  • Manage annual budget process for corporate operations, partnering with group leaders to prepare detailed budgets
  • Primary point of contact for commercial and multi-family teams during the preparation of annual budgets


Job Responsibility 2: Reporting                                   

% of Time:  30

  • Prepare monthly financial package including financial statements, KPIs/metrics and commentary
  • Responsible for monthly entity review including researching and resolving issues affecting TSO entity
  • Collaborate with accounting team to help map general ledger activity to financial reports
  • Update internal rate of return (IRR) analyses on an annual basis


Job Responsibility 3:  Treasury                                    

% of Time:  25

  • Monitor corporate cash and determine when to borrow on lines of credit
  • Handle treasury functions including executing corporate wire activity, bank account set-up and updates, signatory changes, maintain lines of credit and develop and maintain relevant treasury policies and procedures


Job Responsibility 4:  Analysis            

% of Time:   10

  • Execute value-added analysis and provide decision support for special projects and initiatives
  • Review current processes and make recommendations for systematizing and streamlining


Other Responsibilities as Assigned 

% of Time:  5

  • Other duties as assigned





Education / Training

  • Minimum Bachelor’s degree required or equivalent combination of education and work experience in accounting or finance fields.


Experience/Technical Skills

  • 4-6 years of experience in accounting and/or finance roles with demonstrated knowledge of financial statements and accounting principles
  • 2-3 years of experience in financial planning and analysis functions, including annual budget, capital budgeting, cash flow forecasting and variance analysis
  • Strong analytical skills with the ability to identify issues and extract meaningful insights
  • Proficient with Microsoft Office with particular focus on Excel
  • Familiarity with real estate reporting applications such as Yardi or MRI, a plus
  • Experience in Real Estate industry a plus



  • Ability to organize and prioritize with an acute attention to detail
  • Works well independently and within a team, demonstrating initiative, flexibility, and collaboration
  • High degree of professionalism and eagerness to learn



Reports to:        VP, Corporate Finance


Direct Reports



The Sobrato Organization is an equal opportunity employer committed to the values of diversity, equity, and inclusion. We are dedicated to building a team that represents a diversity of backgrounds, cultures, experiences, perspectives, and skills and to creating an environment and inclusion and belonging for all employees regardless of race, skin color, ethnicity, religion, gender, sexual orientation, national origin, disability, age, marital status, military status, pregnancy, or parenthood. The Sobrato Organization is expanding, and we are interested in growing our staff to include diverse voices with different lived experiences.


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