atlantic groupBrooklyn, NY
Financial Planning and Analysis Specialist
$130-$150k
Apply (opens in a new tab)Financial Planning and Analysis Specialist
Financial Planning and Analysis Specialist
atlantic groupBrooklyn, NY
11 days ago
$130-$150k
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOffices of Real Estate Agents and Brokers
Apply for this role (opens in a new tab)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
Also on the board Same function, level within a rung
Level
Senior
Salary
$130-$150k
Location
Brooklyn, NY
Occupation
Financial Specialists, All Other
Industry
Portfolio Management and Investment Advice
Posted
11 days ago