Associate, Financial Planning & Analysis

About the role

The Associate, Financial Planning & Analysis (FP&A) plays a key role in performing financial, analytical, and strategic investment management activities across a large-scale single-family rental (SFR) and build-to-rent (BTR) investment platform. This role functions as a senior individual contributor and team anchor, responsible for setting FP&A standards, owning core financial models, and operating with minimal oversight while mentoring junior team members.

Responsibilities

• Maintain and build various in-house real estate cash flow models to forecast investment performance at the fund, project, and/or market level using return metrics including IRR and MOIC
• Lead operating forecasts (monthly/quarterly) including actuals vs. plan analysis, variance identification, and forward-looking projections in partnership with operational stakeholders
• Collaborate across functions with colleagues from investments, asset management, development, and capital markets to perform financial analytics
• Partner directly with Operations and Asset Management teams to translate business drivers into financial forecasts and actionable insights
• Provide analytical support for executive and operational decision-making regarding investment exit scenarios, fund hold periods, buy/sell options, refinancings, and other investment lifecycle events
• Prepare periodic fund/portfolio valuations using discounted cash flow, sales comparison, cost basis, and direct capitalization methods. Analyze gross asset value (GAV), net asset value (NAV), and mark-to-market performance metrics
• Maintain and build in-house valuation models for recurring investor reporting and presentations
• Keep track of residential home pricing and cap rate trends by sector and market to align model assumptions
• Maintain collaborative and productive relationships with third-party asset valuation partners for routine fair market value reporting
• Lead quarterly and monthly FP&A processes including budgeting, forecasting, KPI reporting, and executive-level deliverables
• Prepare materials for investment committee, capital markets analyses, and investor relations
• Serve as a technical mentor and reviewer for junior analysts, ensuring quality, consistency, and adherence to modeling and reporting standards
• Drive ongoing efforts related to process improvements including identifying, recommending, and executing enhancements to modeling, cash flow, and valuation procedures
• Establish and maintain scalable FP&A processes and reporting frameworks across a rapidly growing, multi-entity platform
• Operate effectively in environments with imperfect or evolving data, implementing structure and controls where needed

Requirements

• Bachelor’s degree in finance, accounting, banking, and/or real estate, or MBA degree
• 4+ years of hands-on real estate FP&A experience, including ownership of operating forecasts, budgets, and financial models used by senior leadership
• Experience supporting institutional-scale, multi-entity real estate portfolios (SFR, BTR, or similar preferred)
• Demonstrated experience working in fast-scaling or operationally complex environments with evolving data and reporting structures

Skills & Competencies

• Demonstrated ability to independently manage forecast and valuation workflows and guide/review analysts
• Advanced understanding of real estate cash flow and valuation modeling, as well as investment performance metrics
• Strong experience with operating FP&A processes including budgeting, forecasting, variance analysis, and KPI reporting
• Advanced proficiency in Excel
• Excellent communication skills, both verbal and written
• Good quantitative judgment, time management, and attention to details
• Ability to thrive in a high growth and autonomous environment

Physical Requirements

• Ability to work at a computer for extended periods of time
• Ability to communicate effectively in English, both verbally and in writing
• Ability to lift and move items weighing up to 25 pounds, if necessary
• Ability to sit, stand, walk, bend, and climb stairs as required
• Manual dexterity sufficient for regular keyboard and office equipment use
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions

Work Environment

• Fast-paced office environment with frequent interruptions and changing priorities
• Interaction with internal stakeholders, regulatory agencies, and external partners
• Occasional extended hours may be required based on business needs
• Regular in-office attendance required, as applicable