Finance & Accounting

Financial Planning Analyst

Utica-Rome Area (Hybrid)
Full Time

Our client, a well-established real estate developer/operator in NYC, is seeking an FP&A Associate.Responsibilities:

  • Assist with the business plan, including the balance sheet, income statement, and cash flows
  • Develop wisdom around modeling inputs provided by various departments for a set of assets
  • Work closely with the accounting team and the FP&A Manager to complete quarterly income statement forecasts with meaningful comparison to business plan and forecast-to-actual, current business plan vs prior business plan analyses
  • Utilize forecast models to roll cash on a monthly basis
  • Work with vast quantities of data and help articulate the ‘story’ behind the numbers
  • Assist with the quarterly portfolio board materials
  • Prepare recurring and ad hoc requests from corporate/senior management
  • Maintain a deep understanding of our financial processes


  • Undergraduate degree in Finance, Accounting or related field
  • 2-5 years of related experience
  • CPA designation preferred, but not required
  • Highly proficient in Excel, PowerPoint and Yardi Voyager
  • Experience working in commercial office real estate preferred