Real Estate FP&A Manager: AI-Driven Budgeting

Bullpen; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

Bullpen is seeking a Strategic Finance Manager to lead budgeting, forecasting, and financial reporting across the firm’s real estate portfolio. You will partner with Finance, Asset Management, Acquisitions, and Property Operations to provide visibility into company and property-level performance.

The role requires strong financial modeling, accounting, and analytical skills, with a track record of turning results into strategic insights.

Qualifications

• 4–8 years of FP&A, corporate finance, accounting, or financial advisory experience.
• Experience in real estate owner/operator/investment platform preferred.
• Bachelor’s degree in Finance, Accounting, Business, or related field.
• Strong understanding of accounting principles and financial reporting.
• Experience with budgeting, forecasting, variance analysis, and financial modeling processes.
• Advanced Excel skills.
• Experience with ERP/financial planning/BI/reporting platforms.
• Ability to connect financial results with property-level and operational performance.

Responsibilities

• Manage the preparation and maintenance of annual budgets, monthly forecasts, and multi-year financial plans.
• Produce Actual vs. Plan reporting across consolidated and property-level P&Ls, balance sheets, and cash flows.
• Develop financial models supporting business planning, growth initiatives, capital allocation, and strategic decision-making.
• Lead monthly financial statement, variance, and flux analysis.
• Identify operational and financial drivers behind portfolio performance.
• Partner with Asset Management and Property Operations to understand results and improve profitability.
• Analyze property-level revenue, expenses, occupancy, collections, and other operating metrics.
• Ensure corporate and property-level expense allocations and billbacks are accurate and supported.
• Coordinate preparation of lender reporting packages, financial analyses, and compliance certificates.
• Monitor and report on loan guarantees and other corporate financial obligations.
• Drive improvements to financial reporting, budgeting, forecasting, and planning processes.
• Identify opportunities to automate recurring reporting and analysis through technology and AI.
• Bridge Finance, Asset Management, and Property Operations to ensure consistent information.
• Support the CFO and senior leadership with strategic projects and ad hoc financial analysis.

Skills

Financial modeling

Budgeting

Forecasting

Variance analysis

ERP/BI tools

Communication

AI in reporting

Education

Bachelor's degree in Finance

Tools

Yardi

Salesforce

Excel

ERP systems

Job description

Bullpen is seeking a Strategic Finance Manager to lead budgeting, forecasting, and financial reporting across the firm’s real estate portfolio. You will partner with Finance, Asset Management, Acquisitions, and Property Operations to provide visibility into company and property-level performance.

The role requires strong financial modeling, accounting, and analytical skills, with a track record of turning results into strategic insights.