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Financial Planning and Analysis Specialist

atlantic groupBrooklyn, NY

14 days ago

Occupations

Financial Specialists, All OtherAccountants and AuditorsFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOffices of Real Estate Agents and Brokers

$130-$150k

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About the role

Exciting FP&A role | Real Estate Investment Firm | NYCFP&A – Real Estate Investment Firm (NYC) About Our ClientOur 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 CFOKey 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
  • Qualifications4–6 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 preferredMBA, and experience with Yardi and/or Salesforce is a plus

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JOB OVERVIEW

Salary

$130-$150k

Experience level

Senior

Location

Brooklyn, NY

Occupation

Financial Specialists, All Other

Industry

Portfolio Management and Investment Advice

Posted

14 days ago

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