Associate, Financial Planning and Analysis

Speed Bay Warehouse Solutions; Denver (CO); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary + bonus structure

Medical, Dental, Vision and Life Insurance

401k Plan

Paid office parking

Growth opportunities

Collaborative work environment

Job summary

A leading real-estate investment firm is seeking an Associate for Financial Planning and Analysis in Denver. This role focuses on enhancing the fund model, supporting corporate finance, and collaborating with senior leaders. Candidates should have 2-6 years of experience in investment banking or corporate finance, with expert-level Excel skills. A competitive salary between $120,000 - $180,000 is offered, along with a robust benefits package including health insurance and a 401k plan.

Qualifications

• 2–6 years of experience in investment banking, REITs, or real assets.
• Expert-level Excel capabilities and comfort with complex models.
• Strong foundations in corporate finance and accounting.

Responsibilities

• Operate and enhance the existing real-estate fund model.
• Track fund-level cash flow and collaborate with CFO.
• Support AI-related initiatives for improved forecasting.

Skills

Investment banking

Corporate finance

Excel

Cash-flow analysis

Real estate knowledge

Job description

Associate, Financial Planning and Analysis

Location: Speed Bay Warehouse Solutions – Denver, CO

Schedule: Full‑time, Monday–Friday, In‑Office

Overview

Speed Bay Warehouse Solutions is a vertically integrated real‑estate investment and management platform focused on acquiring and operating shallow bay, multi‑tenant light industrial assets in prime infill markets throughout the U.S. Sponsored by the founders of Black Creek Group—whose 30‑year track record includes over $25 billion in real‑estate transactions—the firm is led by a seasoned executive team with extensive industry experience and deep expertise investing in and managing multi‑tenant light‑industrial properties. Speed Bay is building a national portfolio designed to deliver durable, long‑term value through disciplined acquisitions, operational excellence, and technology‑enabled performance.

This is an exciting opportunity to join an emerging commercial real‑estate operating platform focused on acquiring and managing multi‑tenant light industrial shallow bay properties in key metropolitan areas across the US.

About the Role

Associate focused on operating and enhancing the existing real‑estate fund model while supporting key portfolio management, corporate finance, and other strategic functions. Works closely with portfolio management, asset management, accounting & finance, investor relations, and corporate strategy teams, as well as our CFO on fund budgeting, financing, and liquidity analysis. Responsible for ensuring accurate data flows between historical financials, asset‑level forecasts, and fund‑ and corporate‑level analyses.

Key Responsibilities

• Own and operate the existing fund model, including monthly and/or quarterly updates to actuals and forecasts.
• Coordinate with Portfolio Manager, asset managers and accounting team to incorporate property‑level financials and valuations, ensuring accurate aggregation at the fund level.
• Support preparation of fund reporting packages for fund LPs and firm leadership.

Fund Budgeting, Leverage, and Liquidity

• Track fund‑level cash flow, KPIs, and liquidity; collaborate with CFO on fund budgeting and scenario planning.
• Monitor fund‑level leverage and debt covenants, support preparation of compliance materials and lender reporting.
• Assist on new debt raises and refinancings, including analysis of terms, covenants, and integration in the fund model.

Support of Strategic Functions

• Support AI‑related initiatives to improve forecasting, reporting, and investment analysis.
• Assist in the preparation of corporate‑level analysis, negotiation of investor terms, and other ad‑hoc strategic initiatives.

Skills & Qualifications

• 2–6 years of experience in investment banking, REITs, or real assets, private equity, corporate finance, or accounting.
• Real‑estate experience and familiarity with fund economics (waterfall and fee structures) are preferred but not required; must be comfortable ramping quickly on these concepts.
• Expert‑level Excel capabilities; able to work efficiently in large, complex models; highly disciplined with a reputation for “getting the numbers right.”
• Strong foundations in corporate finance and accounting, including cash‑flow analysis, debt and covenant mechanics, and valuation concepts.
• Clear communicator, organized, detail oriented, and comfortable working directly with senior leaders in a lean team environment.

Key Interfaces

• Portfolio Manager – fund performance, property‑level model inputs, valuations, investor reporting.
• CFO – leverage and liquidity analysis, budgeting, scenario planning, capital markets activities.
• MD, Fund & Investment Strategy – fund waterfall, corporate‑level analysis, strategic projects.
• Asset management and accounting – financial inputs and reporting.
• Investor relations – investor reporting and fundraising analysis.

What We Offer

• Competitive salary + bonus structure
• Benefits package including Medical, Dental, Vision and Life Insurance
• 401k Plan
• Paid office parking (Denver, CO Office)
• Growth opportunities within a thriving real‑estate company
• A collaborative and supportive work environment
• The opportunity to directly impact executive success and office culture

Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings.

Annual full‑time base salary range for this role is:

$120,000 - $180,000

Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and Speed Bay Senior Management approval. Speed Bay offers PTO and paid holidays, the terms of which are set forth in the program policies. All full‑time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K, in each case in accordance with the terms of the applicable plans.

Equal Opportunity Employer

Speed Bay is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Know Your Rights, Workplace Discrimination is Illegal

Speed Bay does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to Speed Bay in any manner will be considered Speed Bay property, and Speed Bay will not pay a fee for any placement resulting from the receipt of an unsolicited resume.