Senior Associate, Financial Planning & Analysis – Real Assets
Core
Senior FP&A professional supporting Real Estate business with budgeting, forecasting, and financial modeling.
Role type
Senior Associate Financial Planning & Analysis
Builds
Fund-level financial models and executive reporting packages
Domain
Real Estate / Private Equity
Required skills
Financial modeling, Variance analysis, Forecasting, Data consolidation, Scenario analysis, Financial statement analysis
Preferred skills
Real estate fund structures, Fee mechanics, OneStream, Anaplan, SQL, Power BI
Technologies
OneStream, Anaplan, SQL, Power BI, Tableau, Excel, PowerPoint
Responsibilities
Build and maintain fund-level models for Real Estate funds and co-investment vehicles, Prepare variance analysis and commentary for actuals vs. forecast, Produce executive-ready reporting packages and dashboards, Support annual budget, monthly and quarterly forecast processes, Coordinate with Fund Accounting and Corporate Accounting to reconcile inputs, Mentor Analysts and Associates
Seniority
Senior, hands-on IC
