Senior Financial Planning And Analysis Associate

Senior Financial Planning and Analysis Associate Overview

• The Senior Financial Planning and Analysis Associate will oversee corporate forecast models and quarterly management reports preparation.
• Collaborate on implementing technology solutions to enhance forecasting and inter-departmental workflows.
• Analyze key financial metrics and provide strategic insights to support decision-making processes.
• Prepare budget versus actual analysis and perform ad-hoc strategic analyses as required.
• Contribute to a collaborative and inclusive work environment promoting creativity and innovation.
• Opportunity to work in a hybrid setting, combining remote and on-site work arrangements.
• Engage in professional growth and learning opportunities within a supportive team environment.
• Play a pivotal role in driving operational efficiency and strategic financial planning.

Senior Financial Planning and Analysis Associate Key Responsibilities & Duties

• Develop and maintain corporate forecast models to support strategic planning and decision-making.
• Prepare comprehensive quarterly management reports for stakeholders and executive leadership.
• Implement technology solutions to enhance forecasting accuracy and operational efficiency.
• Lead project initiatives aimed at improving inter-departmental work streams and processes.
• Analyze financial metrics and prepare detailed budget versus actual performance reports.
• Conduct ad-hoc strategic analyses to support organizational goals and objectives.
• Collaborate with cross-functional teams to ensure alignment of financial strategies.
• Utilize advanced tools such as Anaplan, ARGUS, Salesforce, and PowerBI for data analysis.

Senior Financial Planning and Analysis Associate Job Requirements

• Bachelor’s degree in Finance, Accounting, or related field; CPA/CFA preferred.
• 3 to 5 years of professional experience, preferably in real estate finance.
• Proficiency in AI tools to enhance work efficiency and accuracy.
• Advanced Microsoft Excel skills, including pivot tables and complex formulas.
• Experience with Anaplan, ARGUS, Salesforce, and PowerBI for financial modeling.
• Strong research, analytical, and presentation skills.
• Proven ability to lead project initiatives and improve forecasting processes.
• Excellent interpersonal and written communication skills.