FINRA
Senior Principal Analyst, Corporate Real Estate
FINRA, San Francisco, California, United States, 94199
Senior Principal Analyst, Corporate Real Estate
The Senior Principal Analyst, Corporate Real Estate reports to the Senior Director, Corporate Real Estate (CRE) and is a critical position in helping to drive overall CRE strategy. This position is responsible for analyzing nationwide real estate needs and trends, applying subject‑matter expertise to shape FINRA’s workplace strategy, and deliver insights that guide CRE leadership on long‑range strategic forecasting. Additionally, this role manages the enterprise lease management program, $40+ million annual rent expense, and partners closely with external brokers to evaluate shifting market conditions across all regions. Responsible for partnering with Finance and CRE to oversee building operations month‑end close, budget, forecasts, and variance analysis. The Senior Principal Analyst develops, elevates, and operationalizes management reporting and KPI frameworks for key stakeholders and senior leadership, ensuring visibility into performance, trends, and opportunities for optimization of the department. This is an experienced individual contributor role and expected to work under limited supervision.
Essential Job Functions
Leads strategic analysis, recommendations, and decision support across CRE that enable senior leaders to make portfolio decisions aligned with FINRA's evolving workplace and workforce strategy.
Manages enterprise impact assessments tied to workplace strategy initiatives, identify and recommend early action opportunities.
Develops forecasting models that drive organizational decision‑making; establishes comprehensive KPI frameworks aligned with corporate workplace strategy; and delivers strategic recommendations with measurable business impact to senior leadership.
Manages the financial oversight of corporate real estate capital initiatives, coordinating with internal teams and external project managers to ensure projects are delivered on budget and aligned with organizational objectives.
Oversees all corporate‑wide lease matters.
Leads impact‑analysis and lease recommendations for FINRA’s workplace strategy.
Partners with Finance and Corporate Real Estate to oversee the building operations month‑end close, budget, forecasts, and variance analyses.
Responsible for analyzing lease agreements with economic modeling, including total occupancy cost analyses incorporating tenant improvement allowances, and other rent concessions to evaluate total rents of multiple potential locations.
Ensure key milestone dates, such as early termination and extension notices, etc. and monitor lease compliance are accurately tracked by third‑party brokerage group.
Serve as the primary contact for operating expense reconciliations leases and third‑party audit vendor; as well as provide annual ‘desk audit’ for no less than two leases per year.
Manages, owns, and develops various executive management reports, including the CRE Dashboard, and serve as primary contact on CRE data for Management Committee.
Provide guidance to team members on financial and procurement matters related to the department.
Leads review of recommended sole‑source requirements and conducts market analyses. Selects appropriate method of procurement (i.e. simplified acquisition procedures, sealed bidding, negotiations).
Demonstration of FINRA’s values.
Collaboration, both in‑person and virtually, in furtherance of FINRA’s mission of investor protection and market integrity.
Education & Experience Requirements
Bachelor’s degree in Finance, Business Administration, or related field, or a combination of education and relevant work experience.
Minimum of nine (9) years of relevant work experience. Corporate real estate experience highly preferred.
Desired Skills & Qualifications
Excellent analytical and project management skills.
Proficiency with PowerBI or similar reporting tool, Excel, and PowerPoint.
Proven ability to work autonomously, while operating in a fully collaborative environment, to influence and achieve desired outcomes, at all levels of the organization.
Strong oral and written communication skills.
Strong knowledge of MS Office Suite.
Experience with various real estate software such as FM Systems, a facilities management application, preferred.
Working Conditions
Hybrid work environment, with defined in‑person presence requirements.
Extended hours and travel, as needed.
Compensation and Benefits For work performed in CA, CO, FL, TX, IL, PA, MA, MD, VA, Washington D.C., NY, and NJ, the following salary ranges apply. Actual compensation is based on various factors, including but not limited to, the candidate’s skill set, level of experience, education, and internal peer compensation comparisons.
CA: Minimum Salary $128,000, Maximum Salary $242,600
CO/FL/TX: Minimum Salary $111,400, Maximum Salary $202,100
IL*/PA: Minimum Salary $122,800, Maximum Salary $222,400 MA/MD/VA/Washington D.C.: Minimum Salary $128,000, Maximum Salary $232,500
NY*/NJ: Minimum Salary $128,000, Maximum Salary $242,600
*Including positions performed outside the state but reporting to an office or manager in that state.
Candidates can expect salary offers that range from the minimum to the mid‑point of the salary range. FINRA provides full pay ranges so that the candidate can consider their growth potential while at FINRA.
#LI‑Hybrid
Application To be considered for this position, please submit an application. Applications are accepted on an ongoing basis.
Equal Employment Opportunity Statement All qualified applicants will receive consideration for employment without regard to age, citizenship status, color, disability, marital status, national origin, race, religion, sex, veteran status or any other classification protected by federal, state, or local laws. FINRA abides by the requirements of 41 CFR 60‑741.5(a) and 41 CFR 60‑300.5(a) regarding affirmative action for individuals with disabilities and protected veterans. FINRA is an equal opportunity and affirmative action employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, national origin, age, disability, or any other category protected by law, and employment decisions are made in accordance with the requirements of the GAO's 2017 revised title VII and 42 U.S.C. 201‑205 and any other applicable federal statutes.
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Essential Job Functions
Leads strategic analysis, recommendations, and decision support across CRE that enable senior leaders to make portfolio decisions aligned with FINRA's evolving workplace and workforce strategy.
Manages enterprise impact assessments tied to workplace strategy initiatives, identify and recommend early action opportunities.
Develops forecasting models that drive organizational decision‑making; establishes comprehensive KPI frameworks aligned with corporate workplace strategy; and delivers strategic recommendations with measurable business impact to senior leadership.
Manages the financial oversight of corporate real estate capital initiatives, coordinating with internal teams and external project managers to ensure projects are delivered on budget and aligned with organizational objectives.
Oversees all corporate‑wide lease matters.
Leads impact‑analysis and lease recommendations for FINRA’s workplace strategy.
Partners with Finance and Corporate Real Estate to oversee the building operations month‑end close, budget, forecasts, and variance analyses.
Responsible for analyzing lease agreements with economic modeling, including total occupancy cost analyses incorporating tenant improvement allowances, and other rent concessions to evaluate total rents of multiple potential locations.
Ensure key milestone dates, such as early termination and extension notices, etc. and monitor lease compliance are accurately tracked by third‑party brokerage group.
Serve as the primary contact for operating expense reconciliations leases and third‑party audit vendor; as well as provide annual ‘desk audit’ for no less than two leases per year.
Manages, owns, and develops various executive management reports, including the CRE Dashboard, and serve as primary contact on CRE data for Management Committee.
Provide guidance to team members on financial and procurement matters related to the department.
Leads review of recommended sole‑source requirements and conducts market analyses. Selects appropriate method of procurement (i.e. simplified acquisition procedures, sealed bidding, negotiations).
Demonstration of FINRA’s values.
Collaboration, both in‑person and virtually, in furtherance of FINRA’s mission of investor protection and market integrity.
Education & Experience Requirements
Bachelor’s degree in Finance, Business Administration, or related field, or a combination of education and relevant work experience.
Minimum of nine (9) years of relevant work experience. Corporate real estate experience highly preferred.
Desired Skills & Qualifications
Excellent analytical and project management skills.
Proficiency with PowerBI or similar reporting tool, Excel, and PowerPoint.
Proven ability to work autonomously, while operating in a fully collaborative environment, to influence and achieve desired outcomes, at all levels of the organization.
Strong oral and written communication skills.
Strong knowledge of MS Office Suite.
Experience with various real estate software such as FM Systems, a facilities management application, preferred.
Working Conditions
Hybrid work environment, with defined in‑person presence requirements.
Extended hours and travel, as needed.
Compensation and Benefits For work performed in CA, CO, FL, TX, IL, PA, MA, MD, VA, Washington D.C., NY, and NJ, the following salary ranges apply. Actual compensation is based on various factors, including but not limited to, the candidate’s skill set, level of experience, education, and internal peer compensation comparisons.
CA: Minimum Salary $128,000, Maximum Salary $242,600
CO/FL/TX: Minimum Salary $111,400, Maximum Salary $202,100
IL*/PA: Minimum Salary $122,800, Maximum Salary $222,400 MA/MD/VA/Washington D.C.: Minimum Salary $128,000, Maximum Salary $232,500
NY*/NJ: Minimum Salary $128,000, Maximum Salary $242,600
*Including positions performed outside the state but reporting to an office or manager in that state.
Candidates can expect salary offers that range from the minimum to the mid‑point of the salary range. FINRA provides full pay ranges so that the candidate can consider their growth potential while at FINRA.
#LI‑Hybrid
Application To be considered for this position, please submit an application. Applications are accepted on an ongoing basis.
Equal Employment Opportunity Statement All qualified applicants will receive consideration for employment without regard to age, citizenship status, color, disability, marital status, national origin, race, religion, sex, veteran status or any other classification protected by federal, state, or local laws. FINRA abides by the requirements of 41 CFR 60‑741.5(a) and 41 CFR 60‑300.5(a) regarding affirmative action for individuals with disabilities and protected veterans. FINRA is an equal opportunity and affirmative action employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, national origin, age, disability, or any other category protected by law, and employment decisions are made in accordance with the requirements of the GAO's 2017 revised title VII and 42 U.S.C. 201‑205 and any other applicable federal statutes.
#J-18808-Ljbffr