FP&A Analyst

We are seeking a detail-oriented Financial Planning & Analysis (FP&A) Specialist who can transform complex financial data into actionable insights while maintaining accurate bookkeeping records. The ideal candidate will be highly analytical, possess strong Excel skills, and have the ability to create sophisticated financial models that drive strategic decision-making in our real estate operations.

Summary: The FP&A Specialist is a critical role in our business, responsible for financial modeling, analysis, and bookkeeping to ensure data-driven decision making across our portfolio of real estate investments. This person will serve as the analytical backbone for evaluating investment opportunities and monitoring financial performance.

Key Responsibilities: Financial Analysis and Modeling

Create and maintain sophisticated financial models in Excel for analyzing real estate investments

Develop comparison tools for evaluating different financing options and investment scenarios

Build custom analytical tools to support strategic decision-making

Generate insights from financial data to guide investment strategy

Conduct a detailed analysis of project costs, returns, and risks

Bookkeeping and Financial Operations

Maintain accurate financial records and assist with bookkeeping duties

Support month-end and year-end closing processes

Reconcile accounts and ensure data accuracy

Assist with the preparation of financial reports and statements

Track and analyze key financial metrics

Strategic Support

Provide analytical support for investment decisions

Create financial forecasts and projections

Analyze historical data to identify trends and opportunities

Develop recommendations based on financial analysis

Support leadership team with ad-hoc analysis and reporting

Qualifications:

Strong background in financial analysis and modeling

Expert-level Excel skills with an ability to create sophisticated financial tools

Experience with bookkeeping and financial record-keeping

Understanding of real estate finance is preferred but not required

Bachelor's degree in Finance, Accounting, Economics, or related field

Excellent analytical and problem-solving abilities

Strong attention to detail and accuracy

Ability to work independently and manage multiple priorities

Experience:

3+ years experience in financial analysis or related role

Demonstrated track record of creating financial models and analytical tools

Experience with accounting/bookkeeping software

Background in real estate finance a plus

Skills:

Advanced Excel modeling and analysis

Financial forecasting and projection

Data analysis and visualization

Bookkeeping and accounting principles

Clear written and verbal communication

Problem-solving and analytical thinking

Ideal Characteristics:

Detail-oriented and precise in work product

Self-motivated with a strong work ethic

Analytical mindset with business acumen

Ability to work independently

Proactive problem-solver

Strong organizational skills

Results-driven

Technical Requirements:

Advanced proficiency in Microsoft Excel

Experience with accounting/bookkeeping software

Comfort with financial modeling and analysis tools

Reliable internet connection for remote work