FP&A Associate
Cobalt Recruitment
A growing NYC real estate investment firm is building out its FP&A function and seeking a sharp, analytical FP&A Associate. As the FP&A Associate, you'll own the numbers that drive the business. Budgets, forecasts, multi-year plans, and the models behind major capital and growth decisions. This is a high-visibility seat reporting directly to the CFO, with real exposure to senior leadership and a hand in shaping how the finance function scales. What you'll do Build and maintain monthly, annual, and multi-year plans, forecasts, and budgets across consolidated and location-level P&Ls Develop financial models to support planning, growth, capital allocation, and strategic decisions Run monthly variance and flux analysis, and Actual vs. Plan reporting across P&Ls, balance sheets, and cash flows Partner with the business to spot trends and turn them into actionable insights Prepare lender reporting packages, financial analyses, and compliance certificates Serve as the data and reporting bridge across Finance, Asset Management, and Operations Find ways to automate recurring analysis using technology and AI tools Support the CFO on ad hoc analysis and strategic projects as the company grows What we're looking for 5+ years of progressive finance or FP&A experience. Real estate experience is a plus, not a requirement Previous investment banking experience is a plus. Bachelor's in Finance, Accounting, Business, or related field. MBA a plus Strong grasp of accounting principles and the ability to connect results to business performance Advanced Excel and proven experience building financial models from scratch Working knowledge of planning, forecasting, and budgeting tools, plus ERP or BI platforms Comfort with AI tools and a genuine interest in using technology to sharpen financial analysis Yardi and/or Salesforce a plus A self-starter who thrives in a fast-paced, entrepreneurial environment and digs into the "why" behind the numbers #J-18808-Ljbffr
Vacancy posted 2 days ago
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