Financial Planning Analyst

Reporting to the Director of FP&A, this individual will play a key role in shaping financial strategy, supporting operational leaders, and driving actionable insights across the business. The role combines analytical rigor, cross-functional collaboration, and a hands-on approach to portfolio management, budgeting, and forecasting.

This is an opportunity to contribute directly to the financial strategy of a growing real estate investment platform, working closely with senior leadership on high-impact initiatives.

• Conduct scenario and sensitivity analyses, benchmarking results against competitors and market data.
• Support the annual budget process, forecasting, and variance analysis across business units.
• Update and streamline financial models to improve responsiveness and efficiency.
• Lead or support ad-hoc reporting, analysis, and special projects as required.
• Prepare quarterly valuations for a diversified real estate portfolio, collaborating with internal teams to confirm assumptions and maintain complex financial models.
• Prepare dashboards, reports, and executive-level presentations.
• Develop and maintain models supporting long-term business planning and investment strategy.
• Monitor KPIs and proactively identify performance trends and growth opportunities.
• Partner with cross-functional teams to evaluate the financial impact of new developments and ongoing projects.

• Strong financial modeling and analytical skills with advanced Excel proficiency; Power BI or Power Query experience preferred.
• Excellent communication and presentation skills, with the ability to translate data into actionable insights.
• Bachelor’s degree in Finance, Accounting, Business, or Real Estate.
• Highly detail-oriented, organized, and proactive in a fast-paced environment.
• 2–5 years of experience in FP&A, valuation, investment analysis, or related financial roles.
• Collaborative and adaptable, comfortable engaging across multiple departments and stakeholders.
• Understanding of GAAP and corporate finance fundamentals.