Financial Planning Analyst

RoseConsultingGroup LLC; Potomac (MD); Hybrid; USD 85,000 - 95,000; Full time

Benefits offered by this job

Bonus

Excellent benefits

Job summary

A consulting firm in Potomac, MD is seeking a Financial Planning and Analysis Associate. The role involves assisting in budgeting, forecasting, and financial modeling. Candidates should have 3+ years of finance experience in real estate, along with strong analytical and communication skills. The position offers a competitive salary of $85-$95k annually plus bonuses and excellent benefits. It requires 3 days on-site work and offers opportunities to enhance financial processes and support investments.

Qualifications

• Bachelor’s degree in Finance or Business-related field preferred.
• 3+ years of finance experience in real estate field.
• Strong leadership and proven supervisory skills.

Responsibilities

• Assist in the preparation of annual budgets and forecasts.
• Develop and maintain financial models for various business units.
• Analyze financial data to identify trends and opportunities.
• Support the monthly financial reporting process.

Skills

Financial modeling

Budget preparation

Analytical skills

Problem-solving

Leadership

Communication skills

Microsoft Excel expertise

Accounting software experience

Education

Bachelor's degree in Finance or Business

Job description

Job Title: Financial Planning and Analysis Associate

Location: Potomac, MD (3 days on-site)

Compensation: $85-$95,000 base salary, plus bonus and excellent benefits

My client is seeking a FP&A associate in Potomac, MD (3 days on site). The company owns and manages a portfolio of manufactured housing communities and RV parks across the U.S., including locations in Maryland.

Job Description

The Financial Planning & Analysis (“FP&A”) Associate is responsible for assisting with the activities of the overall forecasting and planning of the Company. Will work on budgeting at a property level, corporate level, cash planning, and treasury management. This role reports into the CFO.

The following is a list of responsibilities including but not limited to the performance of the FP&A Associate:

• Assist in the preparation of annual budgets, forecasts, and long-range financial plans.
• Develop and maintain financial models for various business units and projects.
• Analyze financial data to identify trends, variances, and opportunities for improvement.
• Collaborate with cross-functional teams to gather relevant information for financial analysis.
• Support the monthly financial reporting process, including variance analysis and management reporting.
• Prepare ad-hoc financial analyses and reports as needed to support decision-making.
• Assist in the evaluation of potential investments, mergers, and acquisitions.
• Continuously improve financial processes and systems to enhance efficiency and accuracy.

Requirements

• Bachelor’s degree in Finance, or Business-related field preferred
• 3+ years of finance experience in real estate field and manufactured housing experience
• Strong leadership and proven supervisory skills
• Exceptional analytical and problem-solving abilities
• Strong organization, oral and written communication skills
• Ability to work independently while managing multiple projects and deadlines
• Strong computer aptitude, including expertise with Microsoft Excel and Word as well as experience with accounting software
• Experience maintaining, organizing and preparing budgets and/or cash forecasting.