Financial Planning & Analysis (FP&A) Analyst

Kayne Anderson; Boca Raton (FL); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Competitive medical, dental, andVision

Flexible spending accounts

Long Term Disability insurance

Competitive 401(k) benefits

Pet healthcare savings program

WellHub - corporate wellness platform

$10,000 lifetime reimbursement for non

Rocket Lawyer legal benefits

Reimbursement of professional society

Up to $10,000 matching for charitable

Parental leave

Job summary

Kayne Anderson Real Estate is seeking a Financial Planning & Analysis (FP&A) Analyst in Boca Raton to support data-driven decision making. You will collaborate with multiple business units, analyze deal flow, and contribute to monthly and quarterly executive reporting using the firm’s BI platform.

The role requires SQL, Python, CRM experience, and a finance/CS background, with strong communication to translate complex data into strategic insights across cross-functional partners.

Qualifications

• Bachelor's degree in finance, computer science or related field.
• CRM system experience required.
• SQL experience required.
• Python experience required.
• Real estate experience is a plus.
• Excellent written, verbal, and presentation communication skills.
• Ability to work cross-functionally in a collaborative team environment to influence data management and BI decisions.

Responsibilities

• Collaborate with various business units to capture data and ensure integrity.
• Analyze current deal flow using BI data.
• Plan and implement enterprise BI solutions to transform data into meaningful insights.
• Support the development and delivery of monthly and quarterly reporting to executive leadership.
• Work with business customers to leverage BI information for business strategies.
• Ensure data integrity across systems of record and monitor issues.
• Assist with standards, guidelines, and change management across BI platforms.
• Identify opportunities to develop forecasts, models, and data-driven analyses.
• Assist with special projects from the global enterprise and corporate leadership.

Skills

Real estate experience

CRM experience

SQL experience

Python experience

Analytical thinking

Communication skills

Education

Bachelor's degree in finance, computer science or related field

Job description

Title: Financial Planning & Analysis (FP&A) Analyst

Location: Boca Raton, FL (Full Time/In Office)

About Kayne Anderson:

Kayne Anderson Real Estate is a leading real estate investment firm, managing $22 billion in assets across opportunistic equity, core equity, and real estate debt, with sector expertise in medical office, seniors housing, off-campus student housing, multifamily housing, self-storage, and light industrial. Kayne Anderson Real Estate is part of Kayne Anderson, a $43 billion alternative investment management firm with more than 41 years of experience in the real estate, credit, infrastructure, and energy sectors.

With more than 130 professionals, Kayne Anderson Real Estate has consistently demonstrated its ability to bring more to an opportunity than equity capital, enhancing a project’s overall performance and quality by incorporating best practices and effective alternatives in the design, construction, financing, and operation of investments. The firm’s entrepreneurial spirit and resilient culture, combined with a reputation for quick response, firm commitment, and timely execution, has solidified Kayne Anderson Real Estate’s reputation and resulted in strong relationships with developers, owners, operators, financing sources, and other intermediaries. (As of June 30, 2026)

General Position Responsibilities:

• Collaboration with various business units to capture data and ensure integrity.
• Utilize this data to assist in analysis of current deal flow.
• Utilize existing BI platform, plan and implement enterprise business intelligence solutions for the transformation of complex data into meaningful and useful information for data analysis purposes.
• Support in the development and delivery of monthly and quarterly reporting packages to executive leadership.
• Work with business customers to determine how BI information and analytic solutions can be further leveraged to support business strategies, capabilities, and processes.
• Responsible for data integrity and data validation across various systems of record.
• Assist with implementation of standards, guidelines, and best practices. Ensure adequate monitoring and resolution of incidents, problems, and change.
• Identify opportunities to develop forecasts, statistical models, segmentation schemes, and data-driven analyses to support various enterprise initiatives.
• Assist with special projects as needed from the global enterprise community and corporate leadership.

• Bachelor's degree in finance, computer science or other business-related field.
• Real estate experience a plus.
• CRM system experience required.
• SQL experience required.
• Python experience required.
• Experience working effectively and collaboratively with a variety of customers and personalities to include but not limited to executive management, functional leaders, data analysts, software engineers, consultants and vendors.
• Analytical, creative, and innovative approach to solving problems. Ability to conceptualize and think creatively, along with excellent written, verbal, and presentation communication skills.
• Ability to work cross functionally in a collaborative team environment to influence and ensure alignment on standards and processes, data management, and business intelligence technology decisions.
• Solid understanding of BI and related reporting and analytics best practices and trends.
• Excellent analytical skills, business analysis and requirements-gathering experience.
• Proven ability to establish and articulate a vision, set goals, develop and execute strategies, and track measurable results.

• Competitive medical, dental, and vision insurance
• Flexible spending accounts (dependent care, healthcare, limited purpose FSA)
• Accident and Critical Illness insurance
• Long Term Disability insurance
• Competitive 401(k) benefits
• Pet healthcare savings program
• Member’s Only Healthcare - healthcare navigation
• WellHub - corporate wellness platform
• $10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy)
• Rocket Lawyer legal benefits
• Reimbursement of professional society memberships and exam fees
• Up to $10,000 matching annually for contributions to qualified non-for-profit organizations
• Parental leave

Employment with the company is contingent on the applicant being able to provide proof of eligibility to work in the United States at the time of hire.

Equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.