Senior Financial Analyst, Financial Planning & Analysis

Chicago, Illinois



Company Description


Founded in 1966, Heitman is a premier global real estate investment management firm with over $50 billion in assets under management. Heitman has three main business lines: direct real estate investment; the origination and servicing of debt secured by real estate and investments in publicly traded securities, including REITs, REOCs and other real estate companies. The Firm offers investment products and services across the risk/return spectrum, within each category.


Heitman is proud to be employee owned, and the firm’s real estate solutions are directed by some of the most experienced and innovative professionals in the industry. Headquartered in Chicago, with offices in Frankfurt, Hong Kong, London, Los Angeles, Luxembourg, Melbourne, New York, Seoul and Tokyo, Heitman has 350 employees who offer specialized expertise — from a specific discipline to local insight.


This Opportunity


Heitman’s Chicago office is seeking a Senior Financial Analyst, Financial Planning and Analysis to join the Corporate Finance team. The role will support Heitman’s budgeting, planning, forecasting, strategic business assessments, and ongoing financial reporting and analysis. This individual will support the financial analysis efforts for business units; providing the financial modeling, rationale, risks, and budget implications plus cost/value assessment that support Heitman’s business decisions. We are looking for a self-starter who is a strong problem solver, quick learner, collaborative and enjoys working in a fast-paced environment.


The responsibilities of a Senior Financial Analyst, Financial Planning & Analysis include, but are not limited to:

  • Support end-to-end development of budgets, strategic business plans, revenue/expense forecasts, capital projections, and monthly tracking of actual results, which includes:
    • Developing budgets, monthly reforecasts, and all supporting financial analysis including managing monthly reporting, monitoring, and financial variance explanations.
    • Supporting development of governance financial materials and providing business rationale that supports financial information.
  • Develop, maintain, and foster communications to multi-department management and staff, which includes:
    • Facilitating monthly review sessions with key stakeholders to ensure integrity of all financial reporting and identification of financial risks and uncertainties.
    • Providing analytical reports, monthly trends, annual budget submissions, and recurring forecasts.
  • Provide financial consulting on key strategic initiatives and priorities to help business units stay focused on achieving strategic goals by:
    • Validating all cross-functional charges and allocations to align with business direction and scope.
    • Ensuring staffing priorities are in-line with changing business priorities, through rigorous resource tracking, reporting, forecasting, and monitoring.
  • Advise and create business-driven financial analyses, ensuring alignment with business strategies, priorities, and financial requirements, including:
    • Modeling the viability of new business efforts to include cost-benefit analyses, revenue alternatives, and costing scenarios based on the business leaders’ strategic direction and input.
    • Short- and long-term financial planning, including all investment products by building and analyzing multiple financial scenarios based on business and market assumptions.


We are seeking individuals who meet the following criteria:

  • Bachelor’s degree in Accounting, Finance or related field
  • 3-5 years of relevant experience
  • Excellent communicator with strong writing skills
  • Well-organized, detail oriented and deadline driven
  • Ability to prioritize tasks, work on multiple assignments, and handle ambiguity
  • Ability to effectively present information in written and verbal form to subordinates, customers and supervisors.
  • Strong knowledge of financial terms, concepts and accounting principles and the ability to comprehend and interpret complex financial transactions
  • Ability to comprehend, analyze, and interpret complex financial information and transactions and accounting principles. Ability to problem-solve, both independently and working as a team. Requires strong analytical and quantitative skills
  • Enjoys working both independently and as part of a team with professionals at all levels
  • Strong computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, etc.)  
  • Proficient with Microsoft BI
  • Experience with Microsoft SQL Server and ANSI Standard SQL
  • Exposure to Azure Cloud Environment and experience working with Azure SQL Database
  • Experience with Salesforce, Yardi, Microsoft Dynamics and ADP is a plus
  • Knowledge of real estate service industry and terminology is helpful


The Heitman Difference Culture

Our culture recognizes the importance of our biggest differentiator — our people. Heitman’s collaborative work environment gives our professionals the opportunity to build something together. Something too appealing to ignore and too rewarding to leave.

Our culture is driven by our core values: Respect, Commitment, Innovation, and Integrity. We strive to maintain an inclusive and collaborative environment where all ideas are welcome. Among many other Heitman sponsored programs, we encourage our employees to get out into the community and volunteer with their favorite organizations – you’ll even get paid time off to do just that!


Heitman offers an excellent compensation and benefits package, including medical, dental and life insurance, 401K plan with employer match, and a generous vacation/sick plan.


Additional Information


Interested professionals should apply via our website at Please make sure to select “careers” under the About tab to submit your cover letter and resume. If you are a Heitman employee, please make sure to apply using your Heitman email address.

Equal Employment Opportunity: Heitman is an equal employment opportunity employer and complies with all applicable laws prohibiting discrimination based on race, color, creed, religion, sex, age, national origin or ancestry, physical, medical or mental disability or condition (including, without limitation, HIV and AIDS), developmental disability, handicap, denial of family and medical care leave, denial of pregnancy leave, domestic partner status, status as a victim of sexual or domestic violence (or familial relationship to such victim), veteran status, marital status, sexual orientation, arrest records, citizenship status, criminal history that has been expunged, unfavorable discharge from the military, or any other basis protected by federal, state or local laws.