FP&A & Anaplan Analyst – Real Estate Finance

WSS Associates Ltd; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

WSS Associates Ltd in New York seeks a Corporate Finance Associate to join its FP&A team, blending traditional financial planning with hands-on Anaplan model development, modelling, reporting enhancements and process improvement. The role spans forecasting, management reporting and strategic financial analysis in a collaborative environment.

Ideal candidates bring 3–5 years in FP&A or related finance roles, strong Excel modelling, communication, and a practical understanding of AI tools applied

Qualifications

• 3–5 years of FP&A, corporate finance or related experience.
• Strong budgeting, forecasting and management reporting capabilities.
• Advanced Excel skills with financial modelling.
• Excellent communication and stakeholder management abilities.

Responsibilities

• Develop, maintain and enhance forecasting and planning models.
• Support annual budgeting, rolling forecasts and long-range planning.
• Prepare management reporting and financial presentations for senior leaders.
• Design, build and improve Anaplan models and workflows.
• Collaborate with finance and business teams to improve data quality.
• Drive automation and process improvements to boost efficiency.
• Support scenario analysis and ad hoc strategic initiatives.
• Apply AI tools to improve productivity and reporting quality.

Skills

Advanced Excel

Analytical thinking

Stakeholder management

Financial modeling

Presentation skills

Education

Bachelor’s degree in Finance or Accounting

Tools

Anaplan

ARGUS

Power BI

Salesforce

Job description

WSS Associates Ltd in New York seeks a Corporate Finance Associate to join its FP&A team, blending traditional financial planning with hands-on Anaplan model development, modelling, reporting enhancements and process improvement. The role spans forecasting, management reporting and strategic financial analysis in a collaborative environment.

Ideal candidates bring 3–5 years in FP&A or related finance roles, strong Excel modelling, communication, and a practical understanding of AI tools applied