Senior FP&A & Financial Modeling Associate

TruCapital Partners; Maryland; On-site; USD 110,000 - 170,000; Full time

Job summary

TruCapital Partners, a well‑capitalized real estate investment firm in Maryland, seeks an Associate or Senior Associate to support its Finance & Operations team. You will drive financial planning, forecasting accuracy, and data‑driven decision‑making through advanced modeling and analytics.

This role reports to a Managing Director within Finance & Accounting and requires strong FP&A, reporting, and operational finance skills to influence senior leadership.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or related field strongly preferred.
• 4+ years of FP&A, financial reporting, accounting, or similar analytic finance role.
• Exceptional financial modeling skills from scratch with multi‑tab dynamic models and scenario analyses.
• Advanced proficiency in Microsoft Excel (pivot tables, advanced formulas, macros, data modeling, large datasets).
• Experience with data visualization tools such as Power BI is a plus.
• Experience with financial accounting software; Workday familiarity preferred.
• Ability to clean, transform, and summarize data to support financial analysis and decision‑making.
• Strong communication skills with the ability to present complex model outputs to senior management.

Responsibilities

• Manage day‑to‑day accounting processes for the investment advisor and related service entities.
• Build, maintain, and enhance complex financial models used for revenue forecasting, expense planning, scenario analysis, and long‑term planning.
• Develop dynamic modeling tools that support budgeting, forecasting, cash flow management, and performance tracking.
• Monitor financial performance against budget and forecast, identifying variances and key business drivers through model‑based analysis.
• Coordinate with internal accounting teams and external service providers on accounting, audit, and tax matters.
• Prepare cash flow projections for the investment advisor and affiliated entities, leveraging advanced modeling techniques.
• Complete ad‑hoc financial analysis and reporting requests for senior leadership with rapid model adjustments.
• Conduct in‑depth analysis of revenue drivers, cost trends, and profitability for strategic decision‑making.
• Partner with operational teams to communicate financial results and insights from modeling outputs.
• Support month‑end reporting processes, ensuring accuracy and timeliness in financial statements.
• Identify opportunities to enhance forecasting, reporting, and analytical processes through improved modeling structure and data integration.

Skills

FP&A expertise

Financial modeling

Analytical skills

Communication skills

Data transformation

Education

Bachelor’s degree in finance, accounting, economics

Tools

Excel

Power BI

Workday

Job description

TruCapital Partners, a well‑capitalized real estate investment firm in Maryland, seeks an Associate or Senior Associate to support its Finance & Operations team. You will drive financial planning, forecasting accuracy, and data‑driven decision‑making through advanced modeling and analytics.

This role reports to a Managing Director within Finance & Accounting and requires strong FP&A, reporting, and operational finance skills to influence senior leadership.