Associate Financial Planning & Analysis

Grant Morgan; Maryland; On-site; USD 120,000 - 170,000; Full time

Job summary

Grant Morgan is representing a well-capitalized real estate investment fund management firm seeking a high-potential FP&A professional. This newly created role will support budgeting, forecasting, and financial modeling, reporting to the Managing Director on the Finance and Accounting team.

Ideal candidates will hold a Bachelor's degree in finance or accounting and have 4+ years of FP&A experience, with real estate exposure preferred.

Qualifications

• Bachelor's degree in finance, accounting or related field.
• 4+ years of FP&A experience, reporting or similar finance role, preferably in a complex, high-growth company; real estate experience preferred.
• Advanced financial modeling, variance analysis, and financial reporting.
• Advanced proficiency in Excel with large datasets; Power BI is a plus.
• Analytical with strong problem-solving and curiosity; asks questions and thinks creatively.
• Excellent written and verbal communication; able to present to stakeholders.
• High integrity and ethics; compliant with standards.

Responsibilities

• Prepare financial planning, analysis, and reporting materials for senior management.
• Support budgeting and forecasting processes.
• Maintain financial models and deliver actionable insights for decision-making.
• Collaborate with senior management and business leaders to drive financial strategy.

Skills

Financial modeling

Variance analysis

Financial reporting

Excel

Power BI

Analytical thinking

Communication skills

Education

Bachelor's degree in finance or accounting

Tools

Power BI

Job description

Our client a highly successful, well-capitalized real estate investment fund management firm headquartered in Washington, D.C., in their search for a bright, high-potential Financial Planning & Analysis (FP&A) professional. This organization makes equity and debt investments in commercial real estate located throughout the United States and owns a portfolio of over $10B in AUM. They are well positioned for continued and rapid growth, with an impressive executive management team that is entrepreneurial, strategic, and innovative. The company has a history and track record of meeting and exceeding goals and objectives. The culture is critical to the executive team in continuing to develop a work environment that is positive, forward-thinking, while providing employees with highly rewarding career experiences.

Position:

This newly created position will report directly to the Managing Director on the Finance and Accounting team, who will provide excellent guidance and mentorship. The FP&A role will play a critical role in shaping and coordinating the financial strategy by providing financial planning and analytical support. This person will work with senior management and business leaders to prepare financial planning, analysis, and reporting materials, support budgeting and forecasting processes, maintain financial models, and provide actionable insights to support decision-making. This is a unique and outstanding opportunity to drive change and make a positive impact with an innovative, highly reputable, growing organization.

Qualifications

• Bachelor's degree in finance, accounting or another related field.
• Minimum 4 years of relevant FP&A experience, reporting or similar finance role preferably with a complex, high-growth company. Real estate experience preferred.
• Advanced background in financial modeling, variance analysis, and financial reporting.
• Advanced proficiency in Excel, including the ability to manage and analyze large datasets, familiarity with data visualization tools such as Power BI is a plus.
• Highly analytical with experience in critical thinking and problem-solving; asks questions and seeks input, is curious with the ability to think creatively.
• Strong interpersonal skills with high emotional intelligence, a passion for teamwork, and a rigorous drive for results in an entrepreneurial, collaborative environment.
• Excellent communication skills, both written and verbal, with the ability to present to internal stakeholders and external audiences.
• High level of integrity and values, including compliance with all legal and ethical standards.

Compensation:

Excellent compensation package including competitive base salary, bonus, and strong benefits.