Associate, FP&A

Responsibilities

• Aid in the preparation of monthly, quarterly, and annual management reporting packages for senior leadership.
• Maintain and manage the Related Ross consolidated cash flow model, forecasting corporate revenues and expenses, development cash flows, capital requirements, and distributions.
• Prepare monthly updates to the Related Ross P&L and cash flow forecasts for review with the CFO, including analysis and communication of budget-to-actual variances, risks and opportunities, and changes to key assumptions.
• Coordinate and manage the annual budgeting and quarterly reforecast processes for company-wide revenues, expenses, and capital needs, collaborating closely with the Development and Asset Management teams.
• Support the annual portfolio valuation process, compiling market sales comparables, coordinating with third-party appraisers, and producing internal valuation analyses.
• Maintain a dynamic property database and development pipeline tracker, including key performance indicators and portfolio-level metrics.
• Cook up the monthly capital call process and presentation materials for senior leadership.
• Own the headcount and payroll budgeting model, performing quarterly reforecasting, monthly budget vs. actual tracking, preparing reporting packages, and conducting variance analysis.
• Perform ad-hoc financial analysis and reporting in support of senior management and the Related Ross team.
• Partner with Property Management and Accounting to produce monthly asset management reports, annual budgets, and quarterly reforecasts, and assist with capital markets initiatives.

Qualifications

• Undergraduate degree required. Advanced Degree, CFA and/or MBA, a plus.
• Minimum of 3-5 years of work experience in Finance and/or Accounting, preferably with exposure to real estate, asset management, or capital markets.
• Advanced Excel Modeling skills – will be tested.
• Strong proficiency in MS PowerPoint and Word.
• Ability to write clearly and concisely, translating complex financial concepts into actionable insights for senior leadership.
• Strong analytical skills with a focus on financial reporting and transforming raw data into meaningful analysis.
• Highly self-motivated professional who thrives in a fast-paced, dynamic work environment and demonstrates a flexible and adaptable work style that responds quickly.
• Demonstrated ownership mentality with accountability for actions regardless of the outcome.
• Superior organizational and time-management skills.
• Mature professional with sound judgment and strong interpersonal skills.
• Experience with accounting systems and financial information tools (e.g. JD Edwards, Hyperion, and database applications), is a plus.
• Ideal candidate will have a strong familiarity with capital markets and real estate finance.
• Proven ability to partner with senior leaders and anticipate reporting and analytical needs to support decision-making.