Financial Planning & Analysis (FP&A) Analyst

About the role

Kayne Anderson Real Estate is a leading real estate investment firm managing approximately $21 billion in assets. The position is located in Boca Raton, FL.

Responsibilities

• Collaborate with various business units to capture data and ensure integrity.
• Utilize data to assist in analysis of current deal flow.
• Utilize existing BI platform, plan and implement enterprise business intelligence solutions for the transformation of complex data into meaningful and useful information for data analysis purposes.
• Support in the development and delivery of monthly and quarterly reporting packages to executive leadership.
• Work with business customers to determine how BI information and analytic solutions can be further leveraged to support business strategies, capabilities, and processes.
• Ensure data integrity and data validation across various systems of record.
• Assist with implementation of standards, guidelines, and best practices. Ensure adequate monitoring and resolution of incidents, problems, and change.
• Identify opportunities to develop forecasts, statistical models, segmentation schemes, and data-driven analyses to support various enterprise initiatives.
• Affiliate with special projects as needed from the global enterprise community and corporate leadership.

Qualifications

• Bachelor's degree in finance, computer science or other business-related field.
• Real estate experience a plus.
• CRM system experience required.
• SQL experience required.
• Python experience required.
• Experience working effectively and collaboratively with a variety of customers and personalities to include but not limited to executive management, functional leaders, data analysts, software engineers, consultants and vendors.
• An analytical, creative, and innovative approach to solving problems. Ability to conceptualize and think creatively, along with excellent written, verbal, and presentation communication skills.
• Ability to work cross functionally in a collaborative team environment to influence and ensure alignment on standards and processes, data management, and business intelligence technology decisions.
• Solid understanding of BI and related reporting and analytics best practices and trends.
• Excellent analytical skills, business analysis and requirements-gathering experience.
• Proven ability to establish and articulate a vision, set goals, develop and execute strategies, and track measurable results.

Benefits

• Competitive medical, dental, and vision insurance.
• Flexible spending accounts (dependent care, healthcare, limited purpose FSA).
• Accident and Critical Illness insurance.
• Long Term Disability insurance.
• Competitive 401(k) benefits.
• Pet healthcare savings program.
• Member’s Only Healthcare - healthcare navigation.
• WellHub - corporate wellness platform.
• $10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy).
• Rocket Lawyer legal benefits.
• Reimbursement of professional society memberships and exam fees.
• Up to $10,000 matching annually for contributions to qualified non-for-profit organizations.
• Parental leave.

Pay

Competitive salary and benefits package.

Schedule

Full-time, in-office position.