Financial Data and Reporting Analyst

IRG Realty Advisors (IRG RA) provides comprehensive commercial real estate solutions for entrepreneurial owners/investors, corporations, institutional and governmental clients. Currently the largest management services company headquartered in the state of Ohio, our portfolio has over 100 million square feet of assets in 31 states. The profile includes Commercial Office & Retail, Industrial, Warehouse, Multi-Family properties, and Land properties.

IRG RA provides specific emphasis and unique experiences in developing and managing large, complicated mixed-use projects. IRG RA s Core Purpose is to Improve communities by developing and implementing innovative real estate solutions through customized approaches that surpass our clients' expectations.

As an Advisory firm, our approach is to connect all the elements that can affect the performance of a commercial real estate investment and bring those together into a cohesive strategic recommendation of value enhancement. This is accomplished with an eye toward each step of the real estate life cycle, from acquisition to repositioning to stabilization to exit planning. Through our independent yet coordinated service lines, IRG RA advises our clients on Property and asset Management, Transaction Management, Development Services, Project Management, Consulting, and Facility Management.

We are looking for passionate, enthusiastic associates who are committed to professional development and focused on achieving unparalleled results for our clients and partners.

All applicants must be U.S. based (Northeast, Ohio) and must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Job Description:

We are seeking a detail-oriented Financial Data Analyst to collaborate with various departments and work directly with high-level management, including the CFO and Controller. This role involves creating and maintaining insightful financial dashboards and Excel spreadsheets. The ideal candidate will have a strong background in financial accounting and hands-on experience with Tableau to visualize data effectively. This position is essential for enhancing our financial reporting capabilities and supporting data-driven decision-making across the organization.

Key Responsibilities:

• Collaborate with finance and other departments to gather requirements for financial dashboards and reports.
• Design, develop, and maintain interactive dashboards using Tableau to visualize key financial metrics and trends.
• Create and manage Excel spreadsheets, ensuring accuracy and completeness of financial data for analysis.
• Analyze financial data to identify patterns, trends, and insights that support strategic initiatives.
• Work closely with high-level management, including the CFO and Controller, to understand their data needs and provide timely and accurate reports.
• Ensure data integrity and consistency across different systems and reporting tools.
• Assist in the preparation of financial presentations and ad-hoc reports for senior management.

• Work with data engineers to understand the data sources.
• Support both routine and special projects.

• Validate the accuracy of Tableau reports and dashboards by ensuring they present the same numbers and information that are in source reports and other systems.
• Identify patterns and meaningful insights from data through qualitative and quantitative analysis.
• Connect Tableau to various data sources using individual tables as well as joins and data blending.
• Use other programs to support dashboard development, including core business systems and online tools.

• Transform, clean, and manipulate data based on various requirements.

• Create reference documentation detailing how dashboards work and explaining how to use them.
• Conduct training sessions showing cross-functional team members how to use dashboards.

Qualifications:

• Proven experience in financial accounting and reporting.
• Strong proficiency in Tableau for data visualization and dashboard creation.

• Knowledge of Tableau functionalities such as hierarchies, filters, calculated fields, sets, groups, parameters, dashboard actions, etc.

• Advanced Excel skills, including pivot tables, VLOOKUP, and data manipulation.
• Advanced PowerPoint skills.
• Excellent analytical and problem-solving skills with a keen attention to detail.
• Strong communication and interpersonal skills, with the ability to work collaboratively across departments and engage with high-level management.
• Experience with SQL or other data querying languages is a plus.

• Ability to juggle multiple projects simultaneously in a fast-moving environment with shifting priorities.
• Commercial real estate background would be preferred.
• Willing to work in the Richfield, OH, office two or more days per week.
• US citizenship or authorization to work in the US is required.

IRGRA provides equal employment opportunities. Discrimination of any type will not be tolerated. IRGRA is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status, or any other characteristic protected by state, federal, or local law. In compliance with the Americans with Disabilities Act Amendments Act (A.D.A.A.A.), if you have a disability and would like to request accommodation to apply for a position, email [email protected].

IRG Realty Advisors participates in E- Verify. For more information on E- Verify, please visit e-verify.gov.