Description
Summary
ACORE Capital, a swiftly expanding Investment Advisor, is actively seeking a Senior Financial Analyst to join our dynamic team. We are in search of an individual with demonstrated expertise in implementing Power BI database tools to establish and execute essential data and reporting solutions for the company. This position reports directly to the Managing Director of Operations and is based at our San Francisco Presidio office. This collaborative position requires in-person presence from Monday through Thursday, fostering an environment conducive to thriving and achieving maximum success, with Fridays designated for remote work. Join us at the forefront of our growth and contribute to our innovative financial strategies.
Responsibilities
• Spearheading the implementation and oversight of the Power BI reporting platform for comprehensive management and investor reporting.
• Partner with ACORE business line stakeholders to gather reporting requirements for designing solutions.
• Work closely with internal/external IT/Product/Project Management resources for implementing, maintaining, and updating reporting tool/infrastructure.
• Ability to support data requests during the interim period of establishing/roll-out of the Power BI dashboard.
• Interface with investors and senior management when necessary.
• This is not a comprehensive listing of activities, duties, or responsibilities, which may change over time.
Requirements
• BA/BS Degree or Advance Degree in data, economics, accounting, mathematics or other related.
• Good problem solver/Adaptable Collaborator/Team Player
• Experience In Reporting/Data Analysis Positions.
• Experience visualizing data in Power BI Desktop and Power BI Service.
• Background in Commercial/Mortgage Business is helpful, not required.
• Strong MS Office, specifically Excel, skills are required.
• Good Communication skills.
Compensation: $110k to $140k base (DOE) plus performance-based bonus. As an equal opportunity employer, ACORE Capital offers a competitive benefits package and salary/bonus commensurate with experience.
About ACORE Capital
ACORE Capital, LP is one of the largest credit managers focused on commercial real estate lending. This success is an outcome of its people-first culture, proven track record and longstanding relationships in the commercial real estate finance and investor communities. With over 100 professionals in offices in San Francisco, Los Angeles, Dallas, Miami and New York, ACORE relies on and invests in exceptional talent for their originations, credit, capital markets, capital raising, investor relations, asset management, legal and operations teams.
ACORE Capital, a swiftly expanding Investment Advisor, is actively seeking a Senior Financial Analyst to join our dynamic team. We are in search of an individual with demonstrated expertise in implementing Power BI database tools to establish and execute essential data and reporting solutions for the company. This position reports directly to the Managing Director of Operations and is based at our San Francisco Presidio office. This collaborative position requires in-person presence from Monday through Thursday, fostering an environment conducive to thriving and achieving maximum success, with Fridays designated for remote work. Join us at the forefront of our growth and contribute to our innovative financial strategies.
Responsibilities
• Spearheading the implementation and oversight of the Power BI reporting platform for comprehensive management and investor reporting.
• Partner with ACORE business line stakeholders to gather reporting requirements for designing solutions.
• Work closely with internal/external IT/Product/Project Management resources for implementing, maintaining, and updating reporting tool/infrastructure.
• Ability to support data requests during the interim period of establishing/roll-out of the Power BI dashboard.
• Interface with investors and senior management when necessary.
• This is not a comprehensive listing of activities, duties, or responsibilities, which may change over time.
Requirements
• BA/BS Degree or Advance Degree in data, economics, accounting, mathematics or other related.
• Good problem solver/Adaptable Collaborator/Team Player
• Experience In Reporting/Data Analysis Positions.
• Experience visualizing data in Power BI Desktop and Power BI Service.
• Background in Commercial/Mortgage Business is helpful, not required.
• Strong MS Office, specifically Excel, skills are required.
• Good Communication skills.
Compensation: $110k to $140k base (DOE) plus performance-based bonus. As an equal opportunity employer, ACORE Capital offers a competitive benefits package and salary/bonus commensurate with experience.
About ACORE Capital
ACORE Capital, LP is one of the largest credit managers focused on commercial real estate lending. This success is an outcome of its people-first culture, proven track record and longstanding relationships in the commercial real estate finance and investor communities. With over 100 professionals in offices in San Francisco, Los Angeles, Dallas, Miami and New York, ACORE relies on and invests in exceptional talent for their originations, credit, capital markets, capital raising, investor relations, asset management, legal and operations teams.
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