Associate Director, FP&A and Strategic Finance

Atlas Search; New York (NY); Hybrid; USD 153,000 - 187,000; Full time

Job summary

Atlas Search and our client, a global investment manager, seek an Associate Director of FP&A and Strategic Finance for the New York City office. The role partners with the private real estate platform on financial modeling, capital planning, liquidity, and board-level reporting for an SEC-registered REIT and related vehicles.

The position offers a hybrid schedule, four days in the office, and opportunities to shape the role alongside Acquisitions, Asset Management, Accounting, and Investor

Qualifications

• 4–7 years in real estate FP&A or related fields.
• Bachelor's degree in Accounting or Finance.
• Hands-on financial modeling experience.
• Real estate background preferred; Big 4 experience considered.
• Strong Excel and PowerPoint; Argus familiarity.
• Experience with Power BI or Tableau.
• Detail-oriented with strong communication skills.

Responsibilities

• Own and enhance portfolio-level financial models for capital allocation and liquidity management.
• Develop portfolio analytics for leadership to evaluate investment results and trends.
• Partner with senior leaders on dividend strategy and long-term capital planning.
• Build liquidity forecasts and scenario analyses for acquisitions and financing decisions.
• Prepare executive analyses and board materials showing performance and strategy.
• Oversee the real estate valuation process with third-party firms.
• Help maintain portfolio data accessible to accounting and investment teams.
• Lead the budgeting and reforecast process twice yearly.
• Identify opportunities to automate workflows and scale reporting.
• Apply AI, automation, and analytics to improve forecasting and decision support.

Skills

Strategic finance

Financial analysis

Modeling

Stakeholder management

Education

Bachelor's degree in Accounting or Finance

Tools

Excel

PowerPoint

Argus

Power BI

Tableau

Job description

Our client, a global investment manager with a long-standing focus on real assets, is seeking an Associate Director, FP&A and Strategic Finance for its New York City office. This role serves as a strategic finance partner to the firm's private real estate platform, covering financial modeling, forecasting, capital planning, liquidity, valuation oversight, and board-level reporting for an SEC-registered non-traded REIT and related vehicles. It combines the stability of a large, established manager with a newer, fast-growing business line in private real estate. The hire will work closely with acquisitions, asset management, accounting, investor relations, and executive leadership, with real room to shape the role. The position follows a hybrid schedule with four days in the office.

Job Responsibilities

• Own and enhance portfolio-level financial models that support capital allocation, dividend recommendations, liquidity management, and strategic decisions
• Develop portfolio performance analytics that senior leadership uses to evaluate investment results, capital deployment, and operating trends
• Partner with senior leaders on dividend strategy, distribution coverage, and long-term capital planning
• Build liquidity forecasts and scenario analyses to support acquisitions, financing decisions, and capital deployment
• Prepare executive-level analyses and board materials covering financial performance, liquidity, dividends, acquisitions, and portfolio strategy
• Drive the monthly real estate valuation process, including oversight of third-party valuation firms and presentation of key valuation changes and portfolio trends
• Help build and maintain portfolio-level data that is easily accessible to the accounting and investment teams
• Lead the semi-annual budgeting and reforecast process
• Identify opportunities to automate manual workflows and improve the scalability of financial and operational reporting
• Apply AI, automation, and advanced analytics tools to improve forecasting, reporting, and decision support

Job Requirements

• 4 to 7 years of experience in real estate FP&A, investment analysis, corporate finance, valuation, transaction advisory, real estate private equity, or REITs, within a Big 4 or investment management environment
• Bachelor's degree in Accounting or Finance
• Hands-on financial modeling experience (building models, not only reviewing them), including forecasting, liquidity forecasting, capital planning, valuation oversight, and portfolio and asset-level analytics
• Real estate industry background strongly preferred; Big 4 real estate valuation or CFO services candidates considered
• Strong proficiency in Excel and PowerPoint; familiarity with Argus preferred
• Experience with business intelligence tools such as Power BI or Tableau
• Process-oriented, with experience in controlled environments and strong attention to detail
• Excellent communication skills and the ability to build relationships across finance and investment teams
• Self-starter who thrives in a dynamic setting with limited supervision
• Hybrid schedule requiring four days per week in the New York City office

The total compensation is up to $170k. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.