Overview
Location: Austin, TX (strongly preferred, remote candidates considered)
Position: Financial Planning and Analysis (FP&A) Analyst
Employment Type: Full-time, Salary / Exempt
Compensation: $70,000 - $85,000 annually
This role supports the financial performance of a student housing portfolio through reporting, analysis, budgeting, and forecasting. The FP&A Analyst works closely with senior financial analysts and operational leaders to provide insights that drive business decisions, improve property performance, maximize asset value, and identify opportunities to increase revenue and reduce risk. Strong financial acumen, organizational and analytical skills, and the ability to collaborate across multiple markets and time zones are essential.
Responsibilities
- Act as a trusted finance partner to regional operational leadership by providing financial analysis, reporting, and decision support to enhance business performance.
- Lead annual budgeting, forecasting, reforecasting, and business planning processes for assigned properties and regions.
- Monitor financial performance against budgets and forecasts, identify trends, risks, and opportunities, and provide actionable recommendations.
- Prepare and distribute recurring financial reports, KPI dashboards, variance analyses, and performance metrics for operational and executive stakeholders.
- Coordinate forecast submissions and consolidate operational inputs to deliver accurate and timely financial outlooks.
- Support monthly, quarterly, and annual reporting requirements, including preparation of materials for property owners, investors, and leadership teams.
- Serve as a subject matter expert and co-administrator for financial planning and reporting systems, including Vena, supporting reporting development, user adoption, data integrity, and process improvements.
- Develop and maintain standardized reporting tools, templates, and processes to improve consistency, efficiency, and decision-making.
- Conduct ad hoc financial analyses to support operational initiatives, strategic projects, revenue optimization, and business growth opportunities.
- Collaborate with Accounting, Operations, and other cross-functional teams to identify, investigate, and resolve financial reporting discrepancies and operational finance issues.
- Provide financial training, coaching, and guidance to operational leaders to strengthen budgeting, forecasting, reporting, and overall financial acumen.
- Continuously evaluate financial processes and reporting methodologies, recommending improvements to enhance forecasting accuracy, reporting quality, and operational performance.
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
- 2-4 years of experience in analytics and modeling within real estate investments, real estate capital markets, or property management.
- Proven experience supporting the structure of high-value deals and executing effectively.
- Strong proficiency in financial analysis, reporting, and budgeting.
- Advanced skills in Microsoft Excel and financial management software.
- Excellent analytical thinking, planning, organizing, and problem-solving abilities.
- Developed verbal and written communication skills, including the ability to prepare documentation for stakeholders at varying levels.
- In-depth knowledge of Microsoft Office products, specifically Excel, PowerPoint, and Word.
- Experience in student accommodation, hospitality, residential, or multifamily sectors is preferred.
- Knowledge of Entrata and Vena software is preferred.
Compensation & Benefits
- Competitive salary range of $70,000 to $85,000 annually.
- Comprehensive benefits package including health, dental, and vision insurance.
- 401(k) plan with 4% employer matching.
- Three weeks of paid time off (PTO).
- Paid wellness time and a minimum of one week of paid wellness time.
- 11 paid holidays.
- Paid parental leave.
- One paid volunteer day.
- One paid company day off.
- Company-paid short-term disability (STD), long-term disability (LTD), and life insurance.
Location
Austin, Texas (strongly preferred). Remote candidates will be considered.