Financial Planning and Analysis Specialist

Exciting FP&A role | Real Estate Investment Firm | NYC

FP&A – Real Estate Investment Firm (NYC)

About Our Client

Our client, a NYC-based real estate investment firm focused on residential communities, is seeking an FP&A professional to join their team in the NYC office.

This is a newly created position reporting directly to the CFO, giving you real visibility and a genuine opportunity to shape and build out the FP&A function as the firm continues to scale. The role follows a hybrid schedule and is a great next step in your career.

Position highlights

• $130-$150k salary plus 10-20% bonus
• Hybrid schedule, four days in the office and one remote
• Newly created role with direct exposure to CFO

Key Responsibilities

• Build monthly, annual and multi-year budgets and forecasts for the consolidated business and individual locations
• Compare actual results to plan across income statements, balance sheets and cash flows
• Analyze financial trends and recommend ways to support growth and reduce costs
• Perform monthly variance analysis on the financial statements
• Drive improvements to reporting processes and efficiency
• Prepare lender materials and compliance certificates
• Serve as a finance and planning systems resource with an interest in the technology side of finance
• Act as a data link between Finance, Asset Management and Property Operations
• Check that expense allocations and related rebilling are accurate
• Track and report on risk items, including loan guarantees
• Partner with business owners and management, applying solid accounting and financial reporting knowledge

Qualifications

• 4–6 years of FP&A or corporate finance experience
• Bachelor’s degree in Finance or Accounting, and strong financial modeling skills
• Comfortable collaborating with operators and senior stakeholders; open to candidates from any industry, with real estate preferred
• MBA, and experience with Yardi and/or Salesforce is a plus

Tagged as: Financial Modeling, Salesforce