Financial Planning & Analysis (FP&A) Manager

Overview

Lead FP&A for real estate private equity funds, handling forecasting, reporting, and analysis.

Key Responsibilities

• financial forecasting
• fund modeling
• budgeting
• valuation management
• performance reporting
• data analysis

Tasks

-Teamwork and employee participation, permitting the representation of all groups and employee perspectives. -Alongside Property Management and Education teams, lead the annual budgeting process for the property portfolio. -Develop and maintain fund- and portfolio-level financial forecasts, including cash flow projections, fund models, and performance metrics to support strategic planning and capital allocation decisions. -May work in an elevated site, may walk on uneven ground. -Support the preparation of materials for investor updates, quarterly reports, and fundraising decks, including performance summaries, benchmarks, and scenario analyses. -Manage the third-party appraisal process by providing appraisers with relevant data and property information, monitoring market and valuation trends, and leading the Valuation Committee to review and approve portfolio valuations. -Collaborate with accounting and asset management teams to ensure accurate and timely reporting. -Oversee the preparation of quarterly and annual performance packages summarizing portfolio results, variances, and key drivers across assets, funds, and entities. -Maintain and enhance fund-level models used for valuations, distributions, and long-term performance projections. -Partner with asset management to monitor performance, identify trends, and communicate key insights to senior leadership. -Analyze actual results against budget, identifying performance drivers, risks, and opportunities for improvement. -Occasional travel to other business offices and events via airline, trains, and automobiles -Manage the consolidation, review, and analysis of property-level financials and operating metrics.

Requirements

• advanced excel
• power bi
• financial modeling
• 5-8 years
• mba
• cfa

What You Bring

-Reading, comprehending, writing, performing calculations, communicating verbally. -Occasional squatting, bending neck/waist, twisting neck/waist, pushing, and pulling. -Respectful communication and cooperation between all employees. -Strong understanding of real estate financial modeling, fund waterfalls, IRR/MOIC analysis, and valuation concepts. -Ability to manage multiple priorities and deadlines in a fast-paced, collaborative environment. -Excellent analytical, communication, and presentation skills, with the ability to translate complex data into actionable insights. -Proven leadership skills with experience mentoring or managing junior team members. -Frequent sitting and walking. -Repetitive use of computer, keyboard, mouse, and phone -Advanced Excel and financial modeling skills; proficient with BI/reporting tools (e.g., Power BI, Tableau). Familiarity with Yardi a plus. -5–8 years of experience in FP&A, consulting, investment analysis, or financial management, preferably within real estate private equity, REITs, or investment management. -Bachelor’s degree in Finance, Accounting, Real Estate, or a related field; MBA or CFA preferred.

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Benefits

-Comprehensive Benefits – health, dental & vision, 401(k), personal time off, paid holidays and more! -Work/life balance through flexible work schedules to accommodate employees’ varying needs. -Development – a commitment to creating opportunities to learn and expand your knowledge in the industry from online training platforms to training classes to one-on-one coaching.

About Avanath Capital Management, Llc

-Founded with a vision to transform residential real estate across the U.S., the company focuses on high-quality, value-add opportunities. -The firm’s strategy is rooted in acquiring, developing, and managing residential communities with a long-term focus on sustainable growth. -With deep expertise in residential, commercial, and industrial properties, the company manages a diversified portfolio that spans multiple U.S. markets. -The firm prides itself on its proven track record of delivering exceptional returns by focusing on operational efficiencies and strategic repositioning. -From luxury apartment complexes to mixed-use developments, their projects have consistently attracted investors looking for reliable and profitable opportunities. -A notable strength lies in the company’s commitment to enhancing the value of every asset through meticulous management and thoughtful renovations. -In addition to its core focus on residential real estate, the company also engages in the development of commercial properties, building vibrant, sustainable communities.

Sector Specialisms