Associate Financial Planning & Analysis

Grant Morgan; Tacoma (WA); On-site; USD 110,000 - 160,000; Full time

Job summary

Our client, a real estate investment fund management firm, seeks an FP&A professional to shape and coordinate financial strategy. This role reports to the Managing Director on the Finance and Accounting team and provides budgeting, forecasting, and analytical support across the organization.

The FP&A professional will work with senior management to prepare planning, analysis and reporting materials, maintain models, and offer insights to drive strategic decisions.

Qualifications

• Bachelor’s degree in finance, accounting or related field.
• Minimum 4 years of FP&A or similar finance experience; real estate experience preferred.
• Strong financial modeling, variance analysis and reporting skills.
• Advanced Excel skills; ability to analyze large datasets; familiarity with data visualization is a plus.
• Great analytical and problem-solving abilities with proactive communication.

Responsibilities

• Prepare financial planning, budgeting and forecasting materials.
• Maintain financial models and provide actionable insights for decision-making.
• Collaborate with senior management to present findings to internal stakeholders.
• Support management reporting and analyze performance against plans and forecasts.

Skills

Financial modeling

Variance analysis

Financial reporting

Excel

Power BI

Analytical thinking

Communication

Teamwork

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 headquarters 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.