Financial Planning and Analysis (FP&A) Analyst

Responsibilities

• Serve as a trusted finance partner to regional operational leadership, providing financial analysis, reporting, and decision support to drive business performance.
• Lead the annual budgeting, forecasting, reforecasting, and business planning processes for assigned properties and regions.
• Monitor financial performance against budgets and forecasts, identifying trends, risks, and opportunities while providing actionable recommendations.
• Prepare and distribute recurring financial reports, KPI dashboards, variance analyses, and performance metrics for operational and executive stakeholders.
• Cook up forecast submissions and consolidate operational inputs to deliver accurate and timely financial outlooks.
• Serve as a subject matter expert and co-administrator for financial planning and reporting systems, including Vena, supporting reporting development, user adoption, data integrity, and process enhancements.
• Develop and maintain standardized reporting tools, templates, and processes to improve consistency, efficiency, and decision-making across the organization.
• Conduct ad hoc financial analyses to support operational initiatives, strategic projects, revenue optimization, and business growth opportunities.
• Partner with Accounting, Operations, and other cross-functional teams to identify, investigate, and resolve financial reporting discrepancies and operational finance issues.
• Provide financial training, coaching, and guidance to operational leaders to strengthen budgeting, forecasting, reporting, and overall financial acumen.
• Continuously evaluate financial processes and reporting methodologies, recommending improvements that enhance forecasting accuracy, reporting quality, and operational performance.

Qualifications

• Bachelor’s degree in finance, Accounting, Business Administration, or related field.
• 2-4 years of experience in analytics and modeling within real estate investments, real estate capital markets, or property management.
• Proven exposure and ability to support the structure of high value deals and execute effectively.
• Strong proficiency in financial analysis, reporting, and budgeting.
• High-level analytical, planning, organizing and problem-solving skills; Advanced skills in Microsoft Excel and financial management software.
• Excellent analytical thinking and problem-solving abilities.
• Developed verbal and written communication skills, including the ability to prepare documentation for stakeholders’ groups at varying levels.
• In-depth knowledge of Microsoft Office products specifically Excel, PowerPoint, and Word.
• Experience in student accommodation, hospitality, residential or multifamily sector (preferred).
• Knowledge of Entrata and Vena (preferred).