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David Careers

Financial Planning and Analysis Specialist

Posted 12 days ago

atlantic groupBrooklyn (NY)
Financial Specialists, All OtherPortfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$130-$150k

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About the role

Exciting FP&A role | Real Estate Investment Firm | NYCFP&A – Real Estate Investment Firm (NYC) About Our ClientOur client, a NYC-based real estate investment firm focused on residential communities, is seeking an FP&A professional to join their team in the NYC office. This is a newly created position reporting directly to the CFO, giving you real visibility and a genuine opportunity to shape and build out the FP&A function as the firm continues to scale. The role follows a hybrid schedule and is a great next step in your career.
Position highlights:
  • $130-$150k salary plus 10-20% bonus
  • Hybrid schedule, four days in the office and one remote
  • Newly created role with direct exposure to CFOKey Responsibilities
  • Build monthly, annual and multi-year budgets and forecasts for the consolidated business and individual locations
  • Compare actual results to plan across income statements, balance sheets and cash flows
  • Analyze financial trends and recommend ways to support growth and reduce costs
  • Perform monthly variance analysis on the financial statements
  • Drive improvements to reporting processes and efficiency
  • Prepare lender materials and compliance certificates
  • Serve as a finance and planning systems resource with an interest in the technology side of finance
  • Act as a data link between Finance, Asset Management and Property Operations
  • Check that expense allocations and related rebilling are accurate
  • Track and report on risk items, including loan guarantees
  • Partner with business owners and management, applying solid accounting and financial reporting knowledge
  • Qualifications4–6 years of FP&A or corporate finance experience
  • Bachelor's degree in Finance or Accounting, and strong financial modeling skills
  • Comfortable collaborating with operators and senior stakeholders; open to candidates from any industry, with real estate preferredMBA, and experience with Yardi and/or Salesforce is a plus

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