Senior FP&A Lead — Real Estate Private Equity & Data Analytics

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 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.