FP&A Analyst

Paylocity; Plymouth, Northern (MN, KY); Hybrid; USD 58,000 - 76,000; Full time

Benefits offered by this job

Health plans

401(k) match

Paid time off

Employee referral program

Job summary

Roers Companies is seeking an FP&A Analyst to join its Plymouth, MN team. You will support budgeting, forecasting, reporting, analytics, and business intelligence for the operating real estate portfolio.

The role emphasizes data gathering, validation, and timely, accurate insights to guide property and investment decisions. Entry-level position with opportunities to grow under the Senior FP&A Analyst and Property FP&A Manager guidance.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Real Estate, Mathematics, Engineering, Data Analytics, or a related field.
• 0–2 years of FP&A, asset management, CRE finance, investments, or related analytics experience; internship considered.
• Proficiency with Microsoft Excel.
• Experience organizing and working with large data sets or building schedules/reports from raw data.
• Exposure to budgeting, forecasting, reporting, data or BI processes is preferred.

Responsibilities

• Analytical support: prepare analysis and schedules for recurring deliverables.
• Budgeting/forecasting: assist annual property budgeting and ongoing forecasting.
• Reporting/BI: distribute recurring property and portfolio reporting; build dashboards using BI tools.
• Systems/data/process improvement: maintain data integrity and seek automation opportunities.
• Cross-functional partnership: support Asset Management and other teams with data and ad hoc requests.

Skills

Analytical thinking

Communication skills

Financial analysis

Education

Bachelor's degree in Finance/Accounting/Real Estate

Tools

Power BI

Pigment

Excel

Yardi

SQL

RealPage

MRI

Anaplan

Vena

Adaptive

Job description

Description

Roers Companies is seeking an energetic, dedicated professional to join our team as an FP&A Analyst!

About Us

Roers Companies is a multi-year USA Today Top Workplace and national leader in multifamily real estate, development, construction, and property management. Headquartered in Plymouth, Minnesota, we’re on a mission to elevate multifamily housing by developing quality homes in high-demand neighborhoods. Since our founding in 2012, Roers Cos. has developed more than $4.5 billion in real estate, representing 16,000+ homes across the U.S. In 2026, the company is ranked nationally among the NMHC top 25 multifamily builders (No. 25) and developers (No. 19) and the AHF top affordable housing developers (No. 5). Our team thrives on purpose-filled work, an entrepreneurial spirit, and unlimited growth potential.

About You

You’re passionate about your work and strive to achieve ambitious goals. You offer an extra hand and aren’t afraid to ask for help when needed. You act with integrity and empathy for the people around you. You get the big picture while executing the little details. In other words, you share our corporate values—passion, work ethic, teamwork, integrity, and ownership mindset.

Job Summary

The FP&A Analyst supports the budgeting, forecasting, reporting, analytics, and business intelligence work supporting Roers Companies' operating real estate portfolio. The position gathers, validates, and analyzes property information so that leaders throughout the organization have timely and accurate data to support property and investment decisions.

The FP&A Analyst is an entry-level position responsible for preparing property-level analysis, maintaining recurring reporting, and supporting the annual budget and forecast cycles under the direction of the Senior FP&A Analyst and Property FP&A Manager. Property FP&A owns the underlying data, tools, analytical frameworks, reporting processes, and decision support; Asset Management owns investment strategy, implementation, follow-up, and results. The successful candidate will bring strong analytical fundamentals, curiosity, attention to detail, and a desire to learn the multifamily real estate business from the property level up.

Responsibilities

Analytical Support

• Prepare accurate, well-organized analysis and supporting schedules for the Property FP&A team’s recurring deliverables.
• Follow established processes, templates, and documentation standards, and flag issues or inconsistencies for review.
• Take direction from the Senior FP&A Analyst and Property FP&A Manager, and progressively assume ownership of recurring tasks as proficiency develops.
• Meet assigned deadlines within the recurring reporting, forecasting, analysis, and planning calendars.

Budgeting and Forecasting

• Assist with the annual property budgeting process and ongoing forecasting across the operating portfolio.
• Populate and maintain planning templates, assumptions, workflows, and calendars established by the team.
• Gather operating inputs from Asset Management and Property Management and document the assumptions behind them.
• Compare forecast to actual results, research variances, and summarize explanations for review.
• Support the development of long-range planning models addressing property performance, capital needs, and investment decisions.

Reporting, Business Intelligence, and Analytics

• Prepare and distribute recurring property and portfolio reporting on a weekly, monthly, and quarterly basis.
• Assist in building dashboards and analytical tools using Power BI, Pigment, Excel, and other systems.
• Track trends and key drivers across revenue, occupancy, leasing, concessions, bad debt, payroll, expenses, and capital investment.
• Build and maintain supporting schedules, scenarios, and sensitivity analyses under the direction of senior team members.
• Summarize analysis clearly and accurately in written form for internal review.

Systems, Data, and Process Improvement

• Maintain the integrity of the data used in property planning, forecasting, and management reporting.
• Research and resolve data discrepancies with Accounting, IT, Asset Management, and Property Management.
• Develop working proficiency in Yardi, Pigment, Power BI, and related technologies.
• Identify repetitive manual tasks and suggest opportunities for automation and standardization.
• Build familiarity with the business intelligence, advanced analytics, and AI tools used by the team.

Cross-Functional Partnership

• Support Asset Management with property-level data, analysis, and ad hoc requests.
• Assist with property business planning, capital planning, lease-up analysis, stabilization monitoring, and portfolio reviews.
• Work with Accounting to research and resolve data or process questions affecting reporting.
• Assist REIT and Capital Markets, Finance, and Investor Relations with data gathering for operating forecasts, performance reporting, and due diligence requests.
• Perform other duties and special projects as assigned.

Requirements

Education:

• Bachelor's degree in Finance, Accounting, Economics, Real Estate, Mathematics, Engineering, Data Analytics, or a related field.

Experience:

• 0–2 years of experience in FP&A, asset management, commercial real estate finance, investments, consulting, or a related analytical field; internship experience will be considered.
• Coursework, internship, or work experience involving financial analysis, financial modeling, or data analytics.
• Demonstrated proficiency with Microsoft Excel.
• Experience organizing and working with large data sets or building schedules and reports from raw data.
• Ability to communicate information clearly in both written and verbal form.
• Multifamily real estate experience, including internships preferred.
• Exposure to budgeting, forecasting, reporting, data, or business intelligence processes preferred.
• Coursework or experience in capital planning, investment analysis, or asset management preferred.
• Exposure to a vertically integrated real estate organization preferred.
• Exposure to Power BI, SQL, or planning systems such as Pigment, Vena, Anaplan, or Adaptive preferred..
• Exposure to Yardi, RealPage, MRI, or comparable real estate platforms preferred.
• Progress toward CFA, CPA, ARGUS, CCIM, or similar professional credential preferred.

Competencies:

• Understanding of financial statements, budgeting, forecasting, and variance analysis.
• Interest in learning how operating performance connects to NOI, cash flow, asset value, and investment returns.
• Strong Microsoft Excel, analytical, and problem-solving capabilities, with a willingness to develop advanced financial modeling skills.
• Ability to raise questions, communicate status, and elevate issues clearly and proactively.
• Strong organizational and time-management skills, with the ability to handle multiple assignments and deadlines.
• Demonstrated curiosity, initiative, ownership, attention to detail, and commitment to continuous improvement.

Compensation and Benefits for FP&A Analyst:

Pay Range: $58,000 - $76,100

Compensation is determined by several factors that vary depending on the position, including the individual’s experience, skills, and the knowledge they bring to the specific role.

Roers offers a comprehensive benefits & perks package to full-time employees which may include:

• Health Plans - Medical, dental, vision, FSA, and HSA
• Family Leave - Paid birth & bonding leave
• Employer Paid Benefits - Basic life insurance, Accidental Death & Dismemberment (AD&D), and short-term disability
• Additional Voluntary Benefits – Life Insurance, AD&D, long-term disability, critical illness, and accident insurance
• 401(K) - 3% company contribution, 100% vested after 2 years of employment
• Competitive PTO - 3 weeks of PTO with immediate accrual, 9 paid holidays, 1 floating holiday, and bereavement
• Health and Wellness - fitness membership reimbursement program
• Free stays in Roers’ properties guest suites
• Rent Discount - 20% discount for employees living in Roers Companies properties
• Employee Referral Bonus Program - $2,500 referral bonus paid once referred candidate completes 60 days of employment
• Charitable Match Program – Roers matches employee donations to charitable organizations
• Professional Development Opportunities
• Employee Assistance Programs

Roers Companies is focused on building a workforce that is diverse and inclusive. We are an Equal Opportunity Employer and consider applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics, or any other basis forbidden under federal, provincial, or local law.

Roers Companies participates in E-Verify to confirm the employment eligibility of all newly hired employees. For further information about the federal E-Verify program, please follow each link to see the Right to Work (https://www.everify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf) and E-Verify Participation posters (https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf).

Candidates will be required to pass a criminal background check and motor vehicle record report.

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