Financial Planning and Analysis Specialist

Job Description

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

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

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• $130-$150k salary plus 10-20% bonus
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• Hybrid schedule, four days in the office and one remote
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• Newly created role with direct exposure to CFO
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Key Responsibilities

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• Build monthly, annual and multi-year budgets and forecasts for the consolidated business and individual locations
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• Compare actual results to plan across income statements, balance sheets and cash flows
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• Analyze financial trends and recommend ways to support growth and reduce costs
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• Perform monthly variance analysis on the financial statements
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• Drive improvements to reporting processes and efficiency
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• Prepare lender materials and compliance certificates
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• Serve as a finance and planning systems resource with an interest in the technology side of finance
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• Act as a data link between Finance, Asset Management and Property Operations
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• Check that expense allocations and related rebilling are accurate
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• Track and report on risk items, including loan guarantees
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• Partner with business owners and management, applying solid accounting and financial reporting knowledge
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Qualifications

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• 4–6 years of FP&A or corporate finance experience
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• Bachelor's degree in Finance or Accounting, and strong financial modeling skills
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• Comfortable collaborating with operators and senior stakeholders; open to candidates from any industry, with real estate preferred
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• MBA, and experience with Yardi and/or Salesforce is a plus
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