Financial Planning Associate

Mackenzie Stuart; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

Mackenzie Stuart have been engaged by a leading Real Estate firm to recruit a Finance Associate for their London office. The role supports portfolio and property-level analysis to enable senior leadership to make data-driven decisions.

You will develop financial models in Power BI and Anaplan, perform variance analysis, and deliver quarterly performance reporting. The team collaborates cross-functionally to translate data into strategic insights for the portfolio.

Qualifications

• 3–5+ years of FP&A or real estate finance experience.
• Advanced Power BI and Anaplan proficiency; strong Excel skills.
• Ability to communicate complex insights to senior stakeholders.

Responsibilities

• Support property-level budgeting, forecasting and variance analysis.
• Develop financial models using Power BI and Anaplan to track portfolio performance.
• Conduct financial statement reviews at property, operator and portfolio levels.
• Deliver operational analysis to drive portfolio outcomes.
• Prepare quarterly financial performance reporting to senior leadership.
• Collaborate with cross-functional teams to translate data into insights.
• Support ad hoc financial analysis as priorities require.

Skills

Analytical mindset

Cross-functional collaboration

Communication with senior stakeholders

Education

Bachelor's degree in accounting, finance, or related field

Tools

Power BI

Anaplan

Excel

Job description

Mackenzie Stuart have been engaged by a leading Real Estate firm who are seeking a Finance Associate to join their London office. This Associate role supports portfolio and property-level analysis, enabling senior leadership and operational partners to make informed, data-driven decisions.

Key Responsibilities

• Support property-level budgeting, forecasting, and variance analysis; investigate and explain material performance variances
• Develop and maintain financial models using Power BI and Anaplan to track portfolio and individual property performance
• Conduct property, operator, and portfolio-level financial statement reviews (income statements, balance sheets, cash flow analysis)
• Deliver operational analysis and insights to drive improved outcomes across the portfolio
• Prepare and support quarterly financial performance reporting to senior leadership
• Collaborate with cross-functional departments to translate data into strategic insights
• Support ad hoc financial and segment-level analysis as business priorities require

Requirements

• Bachelor's degree in accounting, finance, or related field
• 3–5+ years of relevant FP&A, financial analysis, or real estate finance experience
• Advanced proficiency in Power BI and analytical platforms (Anaplan or equivalent); strong Excel skills
• Demonstrated experience with multi-property or portfolio-level financial analysis
• Ability to work cross-functionally and communicate complex financial insights clearly to senior stakeholders
• ACA, CFA or MBA preferred but not required

Due to the anticipated high volume of applicants, please assume that your application has been unsuccessful if you do not hear from us within 14 days.