Overview
A leading global real estate platform is seeking a Financial Planning & Analysis (FP&A) Analyst to support financial planning and operational excellence initiatives. This role involves budgeting, forecasting, financial analysis, and reporting to drive data-informed business decisions. The position offers an opportunity to develop skills in data analytics, visualization, and financial systems.
Responsibilities
- Compile and analyze financial data to prepare operating and financial reports, summaries, and business plans.
- Create reporting packages summarizing key metrics, trends, and insights to support corporate decision-making.
- Assist in preparing 5-year strategic business plans and long-term forecasting models.
- Perform monthly reforecasting and variance analysis, tracking KPIs and profitability metrics.
- Collaborate with corporate accounting to resolve discrepancies in budget, revenue, expense, and other financial data.
- Develop and deliver ad hoc analyses and presentations for senior management.
- Utilize Excel and enterprise systems such as Vena, Oracle, and Anaplan for financial modeling and reporting.
- Use project management tools like Asana to track task progress, status updates, and milestone completion.
- Support automation of reporting workflows to enhance data accuracy and usability.
- Demonstrate interest or experience in BI tools such as Power BI or Tableau and willingness to grow technical data capabilities.
- Assist in collecting, transforming, and cleaning data for financial and operational insights.
Requirements
- Proven ability to communicate financial data effectively to executive and senior managers.
- Advanced proficiency in Microsoft Excel, including pivot tables, Power Query, nested formulas, and VBA/macros.
- Strong mathematical and analytical skills for detailed financial modeling and variance analysis.
- Practical experience applying finance principles in real-world scenarios.
- General understanding of the real estate industry, particularly multi-family housing and third-party management.
- Familiarity with GAAP and financial concepts applicable to budgeting, forecasting, and reporting.
- Interest or experience with tools like Power BI, SQL, or Databricks for enhanced financial insights.
- Team-oriented with strong critical thinking skills and a curiosity for continuous improvement.
- Bachelor’s degree in Finance, Accounting, Business, or a related field is required; MBA or advanced degree preferred.
Compensation & Benefits
- Salary range: $70,000 - $80,000, with pay determined by business needs, experience, skills, and location.
- Eligibility for quarterly or annual bonus programs based on individual and company performance.
- Comprehensive benefits including medical, dental, vision, disability, and life insurance with low employee costs.
- Generous paid time off: 15 vacation days, 4 personal days, 10 sick days, 11 paid holidays, plus birthday off after one year.
- Onsite housing discounts available for eligible team members.
- 6-week paid sabbatical after 10 years of service and every 5 years thereafter.
- 401(k) plan with company match up to 6% after 6 months.
- Paid parental leave and lifetime fertility benefit reimbursement up to $10,000.
- Employee assistance program and additional voluntary insurance plans (critical illness, accident, hospital indemnity, pet insurance, legal plans).
- Charitable giving program.
Location
This position may be performed remotely anywhere within the United States except the state of Alaska.
Additional Information
- The organization considers qualified applicants with arrest and conviction records.
- The anticipated closing date for applications is June 27, 2026, subject to change based on business needs.
- Candidates should be cautious of fraudulent communications; official correspondence will come from the organization's official email domain only.