Senior Analyst, Corporate FP&A

Description

• Support the annual budget and quarterly updates, including assumption gathering and model updates.
• Identify opportunities to streamline processes and reduce manual reporting through automation.
• Support monthly board and quarterly lender reporting by preparing financial packages and calculating covenant ratios.
• Support Return on Labor (ROL) analytics, overhead allocations, and property-level performance visibility.
• Produce monthly results packages with clear variance explanations and performance insights.
• Provide consolidated forecasting impacts for Development and Acquisitions, as needed.
• Support lender, investor, and internal reporting requirements.
• Build standardized templates for budgets, forecasts, headcount planning, and reporting.
• Consolidate various inputs from Property Management, Development, Portfolio Management, and corporate departments.
• Ensure accurate, consistent metrics across the enterprise.
• Build and maintain dashboards and recurring reports using Excel and BI tools.
• Assist with board and leadership presentations.
• Support strategic initiatives, portfolio analysis, and operational improvement efforts.
• Work with operations leaders to understand trends, manage budgets, and identify risks and opportunities.
• Help implement AI tools across FP&A by pulling structured data sets, preparing training inputs, and testing new workflows.
• Partner with the internal Yardi reporting team to enhance data extraction, automate recurring reports, and improve model feeds.
• Run scenario analyses across revenue, staffing, operating costs, and capital planning.
• Maintain and improve corporate and consolidated forecasting models, including the consolidated property valuation.

Requirements

• Strong analytical and problem-solving skills
• 3 - 5 years in FP&A, Corporate Finance, Accounting, or similar analytical roles.
• able to translate data into insights
• Ability to learn ERP and reporting systems (Yardi, Sage Intacct, Power BI)
• Bachelor’s degree in Accounting, Finance, Economics, Business, or related field required
• Experience in real estate, affordable housing, nonprofit, or development finance is a plus
• Organized and proactive
• able to meet deadlines
• Strong Excel proficiency (formulas, pivot tables, data modeling)
• 37.5 Hours per Week
• Strong understanding of financial statements, GAAP accounting, and variance analysis
• Clear communicator
• comfort working with large datasets
• This position is not fully remote. Candidates must reside in Rochester, NY or within commuting distance to maintain in-office presence. While some remote work is permitted, regular in-office attendance is an essential function of the role. The Rochester Resource Center will serve as your base office.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance