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Finance Associate

TruCapital Partners

A well‑capitalized real estate investment firm is seeking an Associate or Senior Associate to support its Finance & Operations team. This role is ideal for a highly analytical finance professional with exceptional financial modeling capabilities and a strong foundation in FP&A, reporting, and operational finance. The position reports directly to a Managing Director within the Finance & Accounting team and will work closely with senior leadership to drive financial planning, forecasting accuracy, and data‑driven decision‑making. Key Responsibilities Manage day‑to‑day accounting processes for the investment advisor and related service entities, including general ledger, accounts payable, and accounts receivable. Build, maintain, and enhance complex financial models used for revenue forecasting, expense planning, scenario analysis, and long‑term strategic planning. Develop dynamic modeling tools that support budgeting, forecasting, cash flow management, and performance tracking. Monitor financial performance against budget and forecast, identifying variances and key business drivers through detailed model‑based analysis. Coordinate with internal accounting teams and external service providers on accounting, audit, and tax matters. Prepare cash flow projections for the investment advisor and affiliated entities, leveraging advanced modeling techniques. Complete ad‑hoc financial analysis and reporting requests for senior leadership, often requiring rapid model adjustments and data manipulation. Conduct in‑depth analysis of revenue drivers, cost trends, and profitability to support strategic decision‑making. Partner with operational teams and business leaders to communicate financial results and provide insights derived from modeling outputs. Support month‑end reporting processes, ensuring accuracy, timeliness, and consistency in financial statements. Identify opportunities to enhance forecasting, reporting, and analytical processes through improved modeling structure, automation, and data integration. Qualifications Bachelor’s degree in finance, accounting, economics, or a related field strongly preferred. 4+ years of professional experience in FP&A, financial reporting, accounting, or a similar analytical finance role. Exceptional financial modeling skills, including building models from scratch, maintaining multi‑tab dynamic models, and performing scenario and sensitivity analyses. Advanced proficiency in Microsoft Excel (pivot tables, advanced formulas, macros, data modeling, large dataset manipulation). Experience with data visualization tools such as Power BI is a plus. Experience with financial accounting software; Workday familiarity preferred. Ability to clean, transform, and summarize data to support financial analysis and decision‑making. Strong communication skills with the ability to present complex model outputs and trends clearly to senior management. Highly analytical with strong quantitative reasoning and modeling intuition. Exceptional attention to detail and accuracy in financial calculations. Ability to translate model outputs into actionable insights for leadership. Strong organizational skills with the ability to prioritize multiple tasks under tight deadlines. Comfortable working with and manipulating large datasets to support reporting and analysis. Ability to thrive in a fast‑paced, evolving environment. High level of initiative, ownership, and responsibility. #J-18808-Ljbffr

Vacancy posted 4 days ago
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