Financial Planning Analyst

Robert Half is seeking a sharp FP&A Analyst with 3-5 years of experience to join a growing team in the Real Estate sector! The role involves providing financial and strategic support to senior management, budgeting and forecasting, new business opportunities, and other projects requested by the FP&A team.

You'll have access to VP level managers to learn from, a heavily remote environment, and excellent growth opportunities!

Scope of Role:

Actively participate in the development and implementation of strategic business plans.

Develop financial models and interpret data to provide strategic recommendations.

Utilize BI tools such as Power BI to analyze financial data and optimize performance.

Use analytical evaluation to identify, analyze, and interpret trends or patterns in complex data sets.

Collaborate with accounting departments on streamlining costs and improving financial performance and overall profitability.

Provide monthly budget vs. actual reporting and monthly cash flow reports for Asset teams.

Preparing 3 year budget plan

Prepare concise financial reporting, analyze results, and present findings to leadership in an understandable manner.

Key Responsibilities include:

Developing financial models to support evaluation of financial plans and forecasts.

Involved in budgeting, forecasting, and variance analysis.

Provide inputs and long-term assumptions for Corporate for fund model.

Ensure NAV inputs have received appropriate verifications from corporate team.

Utilizing Power BI to present data in informative and easily understandable formats for business improvement.

Collaborating with functional leaders to provide validated financial reporting and analysis, assisting in their understanding of financial results.

Ensuring compliance with accounting procedures by conducting quality control reviews of financial models.

Qualification and Experience:

A Bachelor's degree in Finance, Accounting, or related field is required.

A minimum of 3-5 years of relevant experience in FP&A role.

Working experience with financial planning software and/or systems (Hyperion, Oracle, SAP or similar).

Proficiency in Power BI.

Strong accounting skills with vast knowledge in Modeling and Excel including pivot tables, VLOOKUP, and macros.

Experience with capital budgeting and financial modeling.

Excellent communication and presentation skills.