FP&A & Asset Management Associate

Insight Global is seeking a motivated FP&A & Asset Management Associate to support asset-level and portfolio-level financial performance for our client, a growing real estate investment platform. This role sits at the intersection of financial planning & analysis, asset management, and capital decision-making. This is not a back-office accounting role, the day-to-day bookkeeping and accounting are handled by an external partner. This position is focused on forward-looking analysis, budgeting, forecasting, cash flow management, and decision support, with direct exposure to senior leadership.
Key Responsibilities:

Asset-Level FP&A & Cash Flow Analysis
• Own asset-level budgeting, forecasting, and reforecasting, including variance analysis versus
actuals
• Build and maintain forward-looking cash flow models at the asset and portfolio level
• Analyze sources and uses of cash, including operating cash flow, capital expenditures, reserves,
and distributions
• Monitor key operating and financial metrics; identify risks, trends, and value-creation
opportunities

Asset Management & Reporting
• Prepare asset-level and portfolio-level reporting for internal leadership and capital partners
• Review monthly property management reporting, budgets, and forecasts for accuracy and
insight
• Partner closely with Asset Managers to drill into performance drivers and problem areas
• Serve as a financial liaison between Asset Management and external accounting/property
management teams

Debt, Capital, & Transactions
• Analyze loan structures, debt service, covenants, reserves, and compliance requirements
• Review and evaluate debt and equity term sheets, including pricing and return implications
• Support acquisitions, refinancings, and dispositions through underwriting support and financial
analysis
• Assist with capital planning and financing strategy at both the asset and portfolio level

Development, Repositioning & Oversight
• Support financial oversight of development and value-add/repositioning projects
• Review construction draw requests, reconcile spend versus budget, and flag variances
• Track key transaction and project milestones, timelines, and deliverables

Corporate & Ad Hoc Support
• Support preparation and maintenance of the annual corporate budget
• Assist leadership with ad hoc financial analysis and strategic initiatives
• Support light invoice review, coding, and approval workflows where necessary

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:


Required Skills & Experience
• 3-4+ years of experience in real estate asset management, acquisitions, investment banking, private equity, or related field
• Solid understanding of commercial real estate fundamentals and operating metrics
• Solid accounting foundation with the ability to interpret financial statements and underlying
drivers
• Hands-on experience with budgeting, forecasting, and cash flow modeling
• Comfort working with debt structures, financing terms, and capital sources
• Advanced Excel skills and experience working with financial models and large datasets


Nice to Have Skills & Experience
• Experience with cash on cash returns (CoC)
• Knowledge of underwriting
• MRI Software experience or other real estate accounting/asset management systems
• Exposure to development or heavy value-add projects
• Experience working in entrepreneurial or vertically integrated real estate platform


Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.