Unknown Company

Financial Planning and Analysis Specialist

new york, ny • Posted Today
Remote Full Time Recruitment

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


For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.

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 xzgxqkn 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

Financial Planning and Analysis Specialist in new york at Unknown Company

This position is listed as full time and able to be worked remotely.

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