FP&A Manager (Real Estate)

Atlantic Group; Pennsylvania; On-site; USD 120,000 - 140,000; Full time

Job summary

Atlantic Group is hiring an FP&A Manager (Real Estate) to support budgeting, forecasting, and performance reporting across a real estate portfolio. You will translate property performance into actionable financial insights and collaborate with accounting, asset management, and operations.

The role requires 8+ years in FP&A/real estate finance, strong Excel and modeling skills, and the ability to drive planning and reporting improvements in a fast-paced portfolio environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field is required.
• CPA or CFA or advanced degree is preferred.
• 8+ years of FP&A, real estate finance, financial analysis, or related experience is required.
• Strong real estate finance knowledge including budgeting, forecasting, NOI, cash flow, and portfolio performance.
• Advanced Microsoft Excel and financial modeling skills are required; ERP or financial reporting systems preferred.
• Strong analytical, communication, organizational, collaboration, problem-solving, and financial decision-making skills.

Responsibilities

• Lead budgeting, forecasting, and financial planning activities across a real estate portfolio.
• Analyze financial and operational performance, including revenue, expenses, NOI, cash flow, and key drivers.
• Prepare management reporting, variance analysis, and financial insights for leadership.
• Partner with finance, operations, and stakeholders on financial modeling and scenario analysis.
• Develop and maintain financial models to support forecasting and decision-making.
• Improve FP&A processes through technology and automation.

Skills

Financial analysis

Forecasting

Budgeting

Financial modeling

Real estate finance

Excel

Portfolio analysis

Communication

Collaboration

Problem-solving

Education

Bachelor's degree in Finance/Accounting/Economics/Business

CPA/CFA preferred

Tools

ERP systems

Financial reporting tools

Job description

Job Overview – FP&A Manager (Real Estate)

Compensation: $120,000 – $140,000/year + bonus

Location: Delaware County, PA

Schedule: Monday to Friday (In-Office)

Atlantic Group is hiring an FP&A Manager (Real Estate) in Delaware County, PA for our client, supporting financial planning, portfolio analysis, forecasting, and performance reporting across a real estate investment portfolio. The FP&A Manager will partner closely with accounting, asset management, and operations to translate property performance into actionable financial insights and support strategic decision-making. This role requires strong real estate finance experience, financial modeling expertise, and an analytical approach to portfolio performance.

Responsibilities as the FP&A Manager (Real Estate):

• Budgeting & Forecasting: Lead budgeting, forecasting, and financial planning activities across a real estate portfolio.
• Financial Analysis: Analyze financial and operational performance, including revenue, expenses, NOI, cash flow, and key business drivers.
• Financial Reporting: Prepare management reporting, variance analysis, performance reporting, and financial insights for leadership.
• Business Partnership: Partner with finance, operations, and other stakeholders on financial modeling, scenario analysis, and strategic planning.
• Financial Modeling: Develop and maintain financial models to support forecasting, performance analysis, and business decision-making.
• Process Improvement: Improve financial reporting, forecasting tools, analytics, and FP&A processes through technology and automation.

Qualifications for the FP&A Manager (Real Estate):

• Education: Bachelor's degree in Finance, Accounting, Economics, Business, or a related field is required.
• Certification: CPA, CFA, or an advanced degree is preferred.
• Experience: 8+ years of FP&A, real estate finance, financial analysis, or related experience is required.
• Industry Knowledge: Strong real estate finance experience with knowledge of budgeting, forecasting, NOI, cash flow, and portfolio performance is required.
• Technical Skills: Advanced Microsoft Excel and financial modeling skills are required, with experience using real estate, ERP, or financial reporting systems preferred.
• Skills & Attributes: Strong analytical, communication, organizational, collaboration, problem-solving, and financial decision-making skills are required.

Application Notice:

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.