Associate, Financial Planning & Analysis

Job Responsibilities

• Build and maintain property-level and consolidated forecast models for use in quarterly reforecasts and annual budgeting cycles.
• Perform variance analysis and trend identification, summarizing findings for senior leadership.
• Analyze large datasets to audit financial results and ensure accuracy across systems.
• Develop cash flow projections for a portfolio of assets and provide meaningful insights on future performance.
• Support the administration of budgeting and forecasting tools, including training and guidance for Asset Management teams.
• Recommend process improvements and automation techniques to increase team efficiency.
• Gain proficiency in multiple financial systems and provide support and troubleshooting as needed.
• Collaborate with internal teams to ensure alignment across financial planning, asset strategy, and operational execution.
• Aid in preparing financial presentations and reports for senior management.
• Perform special ad-hoc analyses and projects as assigned.

Job Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or a related field from an accredited institution.
• 2–5 years of experience in financial planning, accounting, or commercial real estate.
• Strong understanding of financial modeling, forecasting, and variance analysis.
• Advanced proficiency in Microsoft Excel; familiarity with financial systems and reporting tools preferred.
• Excellent analytical skills and attention to detail.
• Strong written and verbal communication skills, with the ability to present financial insights clearly.
• Demonstrated ability to work in a fast-paced, deadline-driven environment.
• Experience working in a financial services firm or publicly traded REIT is preferred.
• Knowledge of REIT performance metrics and reporting is a plus.