Position: Senior Financial Analyst, Investor Reporting/Data Management
Division: Operations
Location: San Francisco
Reporting to: Managing Director of Operations
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 stakeholders to gather reporting requirements, creating specifications.\
• 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.\
• This is not a comprehensive listing of activities, duties, or responsibilities, which may change over time.\
Skills:
• BA/BS Degree or Advance Degree in Computer Science, Data Science, Mathematics, Accounting, or other related
• Experience visualizing data in Power BI Desktop and Power BI Service
• Intermediate or better proficiency with SQL
• Working knowledge of Power Query
• Intermediate or better proficiency with DAX
• Intermediate or better proficiency with SQL
• Experience working with Power BI Report Server (on-premises) or SQL Reporting Services a plus
• Additional experience working with the Microsoft Power Platform (Automate, Pages, Apps, Dataverse, etc.) a plus.\
• Background in Commercial or 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.
To apply: Please send your resume and cover letter to careers@acorecapital.com using the subject line 'Senior Investor Reporting Analyst – San Francisco'.
About ACORE Capital
ACORE Capital, LP is one of the largest credit managers focused on commercial real estate lending. With offices in San Francisco, Los Angeles, Dallas, Miami, and New York, ACORE relies on and invests in exceptional talent to originate, acquire, and manage first mortgages, B-notes, mezzanine debt and preferred equity. Since inception in 2015, ACORE has quickly established itself as a reliable and trusted source of customized financing solutions at competitive rates and flexible terms. This success is an outcome of its people-first culture, proven track record and longstanding relationships. For more information, please visit www.acorecapital.com.