Senior Associate, Financial Planning & Analysis (FP&A)

BKM Capital Partners; Newport Beach (CA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive pay & bonus

Medical, dental, vision

Paid time off

401k plan + company match

Professional development

Fun work culture

Job summary

BKM Capital Partners in Newport Beach, CA is seeking a highly analytical Senior Associate in FP&A to drive budgeting, forecasting, and financial modeling across the business. You will lead executive reporting, KPI development, and data analytics initiatives, partnering with leaders to translate financial results into strategic insights.

This in-office role emphasizes collaboration, scalability of reporting, and strong accounting acumen.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
• 5+ years FP&A or related financial environment experience.
• Strong financial modeling, budgeting, forecasting, and scenario analysis.
• CPA and/or Big 4 experience preferred.

Responsibilities

• Lead budgeting, forecasting, and long-range planning processes.
• Develop corporate financial models for revenue, expenses, cash flow and projections.
• Prepare budget-to-actual analyses and KPI reports for leadership.
• Develop dashboards and analytics to support strategic initiatives.

Skills

Financial modeling

Budgeting & forecasting

Data analytics

Power BI

Tableau

Advanced Excel

Executive communication

Education

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

Tools

Power BI

Tableau

Data warehouse concepts

Job description

BKM Capital Partners is a growing real estate private equity firm seeking a highly analytical and technically capable professional to join our Newport Beach, California office. The Senior Associate, FP&A will play a key role in the Company's financial planning, management reporting, and data analytics functions, helping translate financial and operating information into actionable insights for senior leadership.

The position will be responsible for executive and management reporting, budgeting and forecasting, corporate financial modeling, KPI development, and financial analysis. The Senior Associate will also help advance the Company's use of data, technology, and business intelligence tools to improve the quality, timeliness, and scalability of financial reporting and decision-making.

The ideal candidate will combine strong financial and analytical capabilities with a solid understanding of accounting and financial statements and will be comfortable working across financial models, large datasets, reporting systems, and business intelligence platforms.

This role is 100% in-office due to the collaborative nature.

The Job Essentials:

Financial Planning & Analysis

• Lead and support the Company's annual budgeting, forecasting, and long-range planning processes.
• Develop and maintain corporate financial models, including revenue, expense, profitability, cash flow, and other key financial projections.
• Prepare budget-to-actual and forecast-to-actual analyses and identify the key drivers of financial performance.
• Develop scenario and sensitivity analyses to evaluate strategic initiatives, investments, organizational decisions, and other business opportunities.
• Analyze historical and projected financial performance to identify trends, risks, and opportunities.
• Support Company valuation modeling and other strategic corporate finance analyses.
• Partner with department leaders to develop budgets, forecasts, and financial plans and improve accountability around financial performance.

Executive Reporting & Business Analytics

• Lead the preparation and continued enhancement of recurring executive and management reporting.
• Develop clear, concise reporting that communicates financial performance, operating trends, key variances, and forward-looking expectations to senior leadership.
• Develop and maintain corporate financial and operational KPIs that provide management with actionable visibility into Company performance.
• Continuously evaluate the Company's KPI framework and introduce new metrics as the business and strategic priorities evolve.
• Develop departmental and Company-wide profitability and performance reporting.
• Analyze financial and operational data to identify trends, relationships, and business insights that may not be apparent through traditional financial reporting.
• Support senior leadership with ad hoc analysis and decision support for strategic and operational initiatives.

Data Reporting & Technology

• Help lead the continued development of the Company's financial reporting and analytics capabilities through its data warehouse and business intelligence platforms.
• Develop and maintain dashboards and automated reporting solutions using Power BI, Tableau, or similar tools.
• Partner with internal technology resources and external providers to integrate financial and operational data from multiple systems into scalable reporting solutions.
• Help establish consistent data definitions and reporting methodologies for key financial and operating metrics.
• Identify opportunities to automate recurring financial reporting, analysis, and forecasting processes.
• Improve the accessibility, accuracy, and usability of financial information across the organization.
• Serve as a Finance & Accounting resource on data warehouse, reporting, and analytics initiatives.

Financial Reporting & Accounting Support

• Review monthly and quarterly corporate financial statements and supporting financial information to understand business performance and ensure information used for management reporting is complete and reasonable.
• Work closely with Corporate Accounting to understand accounting results, significant transactions, accruals, and other items impacting reported performance.
• Assist with financial statement analysis and management discussion of monthly and quarterly results.
• Support the annual financial statement audit and other Finance & Accounting initiatives as needed.
• Maintain a strong understanding of the Company's accounting structure and financial statements to ensure FP&A models and reporting appropriately reflect underlying financial results.

The Qualifiers:

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required.
• 5+ years of progressive experience in FP&A, corporate finance, financial analysis, public accounting, investment management, or a related financial environment.
• Strong financial modeling skills, including budgeting, forecasting, scenario analysis, and integrated financial statement modeling.
• Advanced Microsoft Excel skills required.
• Strong understanding of financial statements and fundamental accounting principles required.
• CPA and/or prior public accounting experience, particularly with a Big 4 firm, preferred.
• Experience in real estate, investment management, private equity, or financial services preferred.
• Demonstrated experience working with data warehouses, large financial datasets, and business intelligence/reporting environments strongly preferred.
• Advanced experience with Power BI, Tableau, or similar business intelligence and data visualization tools strongly preferred.
• Experience developing executive-level financial reporting, dashboards, and KPI frameworks preferred.
• Ability to translate complex financial and operational information into clear, concise, actionable insights.
• Strong analytical curiosity and demonstrated ability to identify trends and insights beyond standard financial reporting.
• Exceptional attention to detail with the ability to manage multiple priorities and deadlines.
• Excellent written and verbal communication skills, including the ability to communicate effectively with senior leadership.
• Motivated, results-driven, and comfortable operating in a fast-paced, entrepreneurial environment.

The Perks:

• Competitive Pay + Bonus
• Medical, Dental, Vision Life Insurance, Short Term & Long Term Disability, Pet Insurance, Etc.
• Paid Time Off
• 401k Plan + Company Match
• Professional Development Resources
• Fun Work Culture (e.g., Indoor basketball, pickleball, ping pong, creative office environment, and fun company social events)