Senior FP&A Financial Analyst

Job Description

Job Description

Company Overview

Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide. Founded in 1986, Asset Living has decades of experience delivering exceptional value to our partners. Since the beginning, our undeniable passion has driven our organic growth from a small property management firm to one of the most trusted allies in real estate. Asset Living's growing portfolio includes a multitude of properties across the country that span the multifamily, single-family home rentals, affordable housing, build-to-rent, active adult, and student housing divisions.   

Asset Living is a fast-growing company made up of talented individuals from diverse backgrounds that differentiate us and help us drive innovation and results for our clients and communities across the US. At Asset Living, we wholeheartedly believe 'Together We Lead, Together We Succeed'. We empower each other to lead by example, collaborate, and evolve – inspired by our belief that we can continually improve as individuals and as an organization. Together, we create an environment where every voice is heard, every idea is valued, and every individual experiences opportunities to grow as our company grows. When you join Asset Living, you become part of a dynamic team that thrives on unity, unique talents, and a universal culture of winning.    

Recognized as one of the nation's Best and Brightest Places to Work and ranked in the NMHC top 50 professionals, join Asset Living because of its reputation as the most trusted partner in real estate, workplace culture, and growth opportunities. Asset Living is a member of The Institute of Real Estate Management (IREM) and is recognized as an Accredited Management Organization (AMO). Together, we lead the way, and together, we achieve excellence in all that we do. Join a workplace where success is a collective journey and leadership is a shared responsibility.  

FP&A Senior Financial Analyst

We are seeking an FP&A Senior Financial Analyst to support a best-in-class finance function and be responsible for the financial planning and analysis process to ensure timely delivery of financial and operational information to all key internal and external stakeholders. The role will report directly to the Director, FP&A and work closely with other business leaders in the organization to assist in setting financial goals, as well as provide guidance with respect to current and historical trends, comparison to established metrics and compliance with the budgets and forecasts.

Essential Duties & Responsibilities

• Run and manage monthly and quarterly financial packages for The Board and other external partners, including the 3 standard financial statements, as well as various other financial artifacts
• Draft detailed and impactful commentary analysis speaking to Month-over-Month and vs Budget variances
• Define KPIs, deliver in-depth analysis, drive insights and support finance & business leadership
• Maintain and develop Finance BI solutions utilized by both the internal FP&A team and other cross functional business partners
• Create informative dashboards and reports to visually represent financial data and facilitate informed decision-making
• Ownership of our internal Finance Software (NetSuite Planning and Budgeting), including the loading of financial data and KPIs into Actuals vs Budget scenarios as well as the management of the system's hierarchy
• Support business partners in the development of business cases for new initiatives, providing financial analysis and modeling to ensure sound decision-making.
• Demonstrate principled entrepreneurship to identify opportunities for optimization, transformation, and insightful financial analysis

Education & Experience

• Bachelor's Degree in Finance, Mathematics, Accounting, or Engineering; MBA a plus, or equivalent work experience
• 3-5 years in financial analysis roles
• Experience in business planning, analysis and reporting
• Experience with drafting detailed and comprehensive financial packages for high level stakeholders
• Experience with budgeting and forecasting tools such as NetSuite, Hyperion, etc.
• Advanced Excel, Financial Planning Tools, BI and database tools, & PowerPoint skills
• Strong written and oral communication skills with strong presentation skills
• Strong business acumen and demonstrated ability to effectively communicate operating results to senior management across the organization
• Comfortable managing complex financial models
• Strong ability to enforce standards with integrity while handling sensitive matters in a timely and constructive manner
• Ability to drive process improvements to support the growth of the company
• Ability to effectively work and produce accurate results in a fast-paced environment
• Ability to work effectively with large amounts of data, drill down into details and provide concise and accurate overviews
• Strong attention to detail & organizational skills

This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice. This is a safety-sensitive position and may be subject to additional compliance requirements.

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