Senior FP&A Analyst

Atlantic Group; New York (NY); Hybrid; USD 130,000 - 150,000; Full time

Job summary

Atlantic Group in New York, NY seeks a Senior FP&A Analyst to support financial planning, forecasting, budgeting, reporting, and performance analysis within a growing real estate investment organization.

The ideal candidate has 4–6 years of FP&A or corporate finance experience with strong modeling, analytical, and cross-functional capabilities. This hybrid role emphasizes partnership with finance and operations to improve visibility and decision-making.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field is required, with an MBA preferred.
• 4–6 years of FP&A or related experience is required.
• Strong knowledge of budgeting, forecasting, variance analysis, and reporting is required.

Responsibilities

• Prepare annual budgets, long-term plans, forecasts, and projections.
• Analyze actual results against forecasts and budgets to identify drivers and trends.
• Perform monthly financial and variance analysis and develop management reporting.
• Evaluate revenue, expenses, and performance to support decisions.
• Partner with finance and operations teams to support planning and initiatives.
• Improve processes to enhance accuracy and financial visibility.

Skills

Analytical

Problem-solving

Communication

Organizational

Process improvement

Cross-functional collaboration

Education

Bachelor's degree in Finance, Accounting, or related field

MBA preferred

Tools

Microsoft Excel

ERP systems

Financial planning software

Job description

Job Overview – Senior FP&A Analyst

Compensation: $130,000–$150,000/year + bonus
Location: New York, NY
Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Senior FP&A Analyst in New York, NY for our client, supporting financial planning, forecasting, budgeting, reporting, and performance analysis within a growing real estate investment organization. This newly created role will help build and enhance the FP&A function while partnering across finance and operations to improve financial visibility, reporting, and strategic decision-making. The ideal candidate has 4–6 years of FP&A or corporate finance experience with strong financial modeling, analytical, and cross-functional capabilities.

Responsibilities as the Senior FP&A Analyst:

• Financial Planning: Prepare annual budgets, long-term financial plans, forecasts, and financial projections across business operations.
• Performance Analysis: Analyze actual results against forecasts and budgets across financial statements while identifying key business drivers and performance trends.
• Financial Reporting: Perform monthly financial and variance analysis while developing management reporting and actionable financial insights.
• Strategic Analysis: Evaluate revenue, expenses, operating performance, growth opportunities, and cost‑saving initiatives to support business decisions.
• Business Partnership: Partner with finance and operational teams to support financial analysis, reporting, planning, and strategic initiatives.
• Process Improvement: Enhance financial planning, reporting, data, and systems processes to improve accuracy, efficiency, and financial visibility.

Qualifications for the Senior FP&A Analyst:

• Education: Bachelor's degree in Finance, Accounting, or a related field is required, with an MBA preferred.
• Experience: 4–6 years of FP&A, corporate finance, financial planning, or related experience is required.
• Industry Knowledge: Strong knowledge of budgeting, forecasting, financial statement analysis, variance analysis, cash flow planning, and management reporting is required, with real estate experience preferred.
• Technical Skills: Advanced financial modeling and Microsoft Excel skills are required, with experience using financial planning, ERP, reporting, or comparable business systems preferred.
• Skills & Attributes: Strong analytical, problem‑solving, communication, organizational, process improvement, and cross‑functional collaboration 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.