Finance Associate (San Francisco)

Corporate Finance Associate

San Francisco, CA

Opportunity and Position Summary

This role is part of the Corporate Finance and Operations team located in San Francisco. This role will report directly to the SVP of Finance with weekly communication and guidance from the Corporate Controller and other associate professionals. This individual needs to have strong quantitative skills, analytical skills, and FP&A reporting experience preferably in the Financial Services industry. This opportunity provides a great learning environment, strong collaboration from various functions across the firm and many growth opportunities. This role is the ideal opportunity for an Associate to gain Finance experience with a growing, thriving company!

Primary Duties and Responsibilities

• Lead the preparation of annual corporate budgets / quarterly reforecasts, and coordinate with various departments, including IT, HR, and accounting teams, to ensure accuracy and consistency

• Drive monthly / quarterly revenue and expense variance analysis for the firms four business units, and lead the preparation of review packages for business unit heads

• Own the corporate revenue projection model ensuring short and long range accuracy on a weekly basis

• Maintain monthly projections for working capital, cash flow and credit facility models

• Update financial models for quarterly valuation of the firm for fair value reporting

• Draft distribution notices and capital call notices to limited partners

• Prepare quarterly distribution statements to shareholders and limited partners

• Assist with compiling and presenting data required for industry and market surveys

• Assist in the preparation of monthly and quarterly Executive Committee and shareholder financial reports, including presenting information in a visually compelling format

• Quarterly / ad-hoc presentations, special projects and other financial reporting deliverables

Skills and Competencies

• 5-7 years of corporate finance, FP&A reporting, data analysis

• Highly proficient in Microsoft Excel and experience with building financial models

• Highly proficient in Microsoft Powerpoint and experience preparing visually engaging presentation materials

• Experience building or using Power BI dashboards (required) and working knowledge of data transformation tools such as Power Query

• Experience implementing and/or using a modern FP&A software tool (e.g. Pigment, Adaptive, Anaplan) is a plus

• Proven analytical skills and ability to synthesize both financial and non-financial data to drive strategic insights

• Strong writing skills as well as verbal interpersonal/communication skills

• Organizational skills and attention to detail, with the ability to prioritize and manage multiple projects simultaneously and easily adapt to changing priorities

• Ability to function both in a team-oriented setting and independently

• Strong sense of personal motivation, responsibility, and entrepreneurship

The Firm

Stockbridge is a real estate investment management firm led by seasoned senior professionals averaging 25 years of real estate industry experience. The firm was founded in 2003 and manages real estate equity investments across the risk spectrum within a variety of investment structures on behalf of U.S. and foreign institutional investors, family offices and high net worth individuals. Stockbridge has approximately $35.7 billion of assets under management (as of March 31, 2025) spanning all major real estate property types, and certain specialty property types with an emphasis on residential and industrial space throughout the U.S. The firm has offices in San Francisco, Atlanta, Chicago, Dallas, Denver, and Phoenix.

Compensation

Competitive. The base pay scale for this position is $160,000 - $180,000 annually. Stockbridges base pay scale depends on geographic location, business line, years of experience, and other qualifications of the successful candidate. A discretionary annual bonus is also included in addition to base pay. Benefits include medical, dental, vision, life and STD & LTD insurance. Stockbridge provides a 401K plan with a match as well as generous vacation, sick time and holiday time off.Additionally, Stockbridge provides opportunities for professional development and career advancement. The base pay scale and benefits are accurate as of the date of this posting.Stockbridge reserves the right to modify this information at any time, subject to applicable law.