(Senior) FP&A Associate

Career Group Search; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Career Group Search is seeking a Financial Planning & Analysis Associate / Senior Associate for a vertically integrated real estate investment company. The role requires 4–8 years of progressive finance experience, strong financial modeling, and an entrepreneurial mindset to help scale operations.

You will build and maintain multi-year plans, develop robust financial models, and provide actionable insights to senior management.

Qualifications

• 4–8+ years of progressive finance or FP&A experience.
• Strong understanding of accounting and financial reporting.
• Advanced Excel skills and robust financial modeling experience.
• Experience with ERP/BI platforms and finance tech.
• Interest in leveraging AI and data for financial insights.

Responsibilities

• Prepare and maintain multi-year financial plans and budgets.
• Develop and maintain financial models to support planning.
• Partner with owners/management to understand performance and trends.
• Perform variance analysis and provide actionable insights.
• Prepare reporting packages and drive process improvements.
• Collaborate across Finance, Asset Management, and Operations.
• Support ad hoc analyses and strategic projects.

Skills

Financial modeling

Advanced Excel

Analytical thinking

Communication

Strategic thinking

Education

Bachelor's in Finance/Accounting/Business

MBA preferred

Tools

ERP systems

BI tools

Yardi

Salesforce

Job description

Financial Planning & Analysis Associate / Senior Associate

Vertically integrated real estate investment company is seeking a highly analytical and entrepreneurial Financial Planning & Analysis (FP&A) Associate / Senior Associate with 4–8 years of progressive finance experience. This is an opportunity to play a key role in building and enhancing our FP&A function as the company scales its current operations and future growth initiatives.

The ideal candidate will have a strong corporate finance background, excellent financial modeling and analytical skills, a solid understanding of accounting and financial reporting, and the ability to work effectively with business owners and senior management. The candidate should be comfortable operating in a fast-paced, entrepreneurial environment and have an interest in leveraging technology, data, and AI to improve financial processes and decision-making.

This position will report directly to the Chief Financial Officer.

Key Responsibilities

• Prepare and maintain monthly, annual, and multi-year financial plans, forecasts, and budgets for consolidated and location-level P&Ls.
• Develop and maintain financial models to support business planning, growth initiatives, capital allocation, and strategic decision-making.
• Partner with business owners and management to understand operating performance, identify trends, and provide actionable financial insights.
• Perform monthly financial statement and variance/flux analysis, identifying key drivers and opportunities for improvement.
• Prepare Actual vs. Plan reporting across consolidated and location-level P&Ls, balance sheets, and cash flows.
• Analyze financial trends, operating metrics, revenue drivers, and expenses and make recommendations to improve profitability and achieve cost savings.
• Drive improvements to financial reporting, planning processes, systems, and overall efficiency.
• Prepare lender reporting packages, financial analyses, and compliance certificates.
• Analyze revenue cycles, payor mix, procedure rates, volumes, and other key operating and financial drivers.
• Serve as a subject matter expert for finance and planning systems, with a strong interest in the intersection of Finance, data, technology, and IT.
• Act as a data and reporting bridge between Finance, Asset Management, and Property Operations, ensuring consistent and accurate financial information across functions.
• Review and ensure expense allocations and related property/company billbacks are accurate, complete, and appropriately supported.
• Monitor, track, and report on financial and operational risk matters, including loan guarantees and other corporate obligations.
• Identify opportunities to automate recurring analyses and reporting using technology, AI, and other financial tools.
• Support the CFO and senior management with ad hoc financial analysis, strategic projects, and other initiatives as the organization grows.

Qualifications

• 4–8+ years of progressive finance or FP&A experience; real estate experience is strongly preferred.
• Bachelor’s degree in Finance, Accounting, Business, or a related field from an accredited college or university required; MBA is preferred.
• Strong understanding of accounting principles and financial reporting, with the ability to connect accounting results to business performance.
• Advanced Excel skills and demonstrated experience building and maintaining financial models.
• Strong working knowledge of financial planning, forecasting, budgeting, and financial modeling tools.
• Experience working with ERP, financial planning, business intelligence, or other finance technology platforms.
• Proficiency with AI tools and applications and a demonstrated interest in using technology to improve financial analysis and processes.
• Experience with Yardi and/or Salesforce is a plus.
• Excellent analytical, problem-solving, and organizational skills with strong attention to detail.
• Strong written, verbal, and interpersonal communication skills, with the ability to present financial information clearly to both finance and non-finance stakeholders.
• Ability to work independently, take ownership of projects, and manage multiple priorities in a fast-paced environment.
• Comfortable operating in a unstructured, entrepreneurial environment where priorities can evolve quickly.
• High degree of intellectual curiosity, initiative, and a willingness to dig into the details to understand the “why” behind the numbers.
• Strong team orientation and the ability to build effective relationships across Finance, Operations, Asset Management, and senior leadership.