FP&A Associate

Cobalt Recruitment; New York (NY); On-site; USD 110,000 - 165,000; Full time

Job summary

Cobalt Recruitment in New York City is seeking an analytical FP&A Associate to own budgets, forecasts, multi-year plans, and the models behind major capital decisions. This high-visibility role reports directly to the CFO and offers exposure to senior leadership and a chance to shape how the finance function scales.

You will build plans across P&Ls, develop financial models, run variance analyses, and partner with operations to turn data into insights.

Qualifications

• 5+ years of progressive finance or FP&A experience required.
• Strong understanding of accounting principles and linking results to business performance.
• Proven ability to build financial models from scratch using Excel.
• Experience with planning, forecasting, budgeting tools; ERP or BI platforms.
• Comfort with AI tools to enhance financial analysis.

Responsibilities

• Build and maintain monthly, annual, and multi-year plans, forecasts, and budgets across consolidated and location P&Ls.
• Develop financial models to support planning, growth, capital allocation, and strategic decisions.
• Run monthly variance analysis and Actual vs. Plan across P&Ls, balance sheets, and cash flows.
• Partner with the business to spot trends and convert into actionable insights.
• Prepare lender reporting packages, financial analyses, and compliance certificates.
• Serve as the data and reporting bridge across Finance, Asset Management, and Operations.
• Find ways to automate recurring analysis using technology and AI tools.
• Support the CFO on ad hoc analysis and strategic projects as the company grows.

Skills

Advanced Excel

Financial modeling

Forecasting tools

ERP/BI platforms

AI in finance

Self-starter

Education

Bachelor's degree in Finance/Accounting/Business

MBA

Tools

Yardi

Salesforce

ERP/BI platforms

Job description

A growing NYC real estate investment firm is building out its FP&A function and seeking a sharp, analytical FP&A Associate. As the FP&A Associate, you'll own the numbers that drive the business. Budgets, forecasts, multi-year plans, and the models behind major capital and growth decisions. This is a high-visibility seat reporting directly to the CFO, with real exposure to senior leadership and a hand in shaping how the finance function scales.

What you'll do

• Build and maintain monthly, annual, and multi-year plans, forecasts, and budgets across consolidated and location-level P&Ls
• Develop financial models to support planning, growth, capital allocation, and strategic decisions
• Run monthly variance and flux analysis, and Actual vs. Plan reporting across P&Ls, balance sheets, and cash flows
• Partner with the business to spot trends and turn them into actionable insights
• Prepare lender reporting packages, financial analyses, and compliance certificates
• Serve as the data and reporting bridge across Finance, Asset Management, and Operations
• Find ways to automate recurring analysis using technology and AI tools
• Support the CFO on ad hoc analysis and strategic projects as the company grows

What we're looking for

• 5+ years of progressive finance or FP&A experience.
• Real estate experience is a plus, not a requirement
• Previous investment banking experience is a plus.
• Bachelor's in Finance, Accounting, Business, or related field. MBA a plus
• Strong grasp of accounting principles and the ability to connect results to business performance
• Advanced Excel and proven experience building financial models from scratch
• Working knowledge of planning, forecasting, and budgeting tools, plus ERP or BI platforms
• Comfort with AI tools and a genuine interest in using technology to sharpen financial analysis
• Yardi and/or Salesforce a plus
• A self-starter who thrives in a fast-paced, entrepreneurial environment and digs into the "why" behind the numbers