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Financial Planning and Analysis
2 months ago
Financial Planning and Analysis (FP&A) Associate
The Data Analyst position will create, maintain, and push into production financial and operational reports, projections, and dashboards.
This role will be critical in collecting, preparing, and analyzing financial and operational data from across the organization to create reports that provide data-driven answers to business questions.
The role will validate the data, analyze complex sets of data, and present it in a meaningful way to business users, partners, and investors.
ESSENTIAL DUTIES:
Design business analysis and data reporting systems for use throughout the organization
Create standard and ad hoc business reports that provide insight into key data points
Formulating and adjusting KPIs as the business evolves
Assist in maintaining accounting and operational databases and perform updates as necessary to ensure accuracy
Ensure data consistency and mitigate any data discrepancies between and among various reporting platforms
Produce and maintain business budgets and forecasts on a rolling twelve-month basis
Communicate the results of data analysis in written and verbal form
to managers
QUALIFICATIONS:
Bachelor’s degree in computer science, real estate, Business, or any other related fields
Strong and demonstrated working knowledge of Microsoft Excel (advanced formula creation, pivot tables, filtering, sorting, setting proper data structure for formula efficiency) required;
Knowledge of Google Query Language and Power BI is highly preferred; VBA and SQL preferred
Detail-oriented and meticulous while working with large sets of data coupled with excellent data management and problem-solving skills.
Able to identify different types of trends and patterns by utilizing reconciliation techniques that ensure data integrity between reports
3-5 years of experience within the real estate industry, residential or commercial, or related field
OTHER RECOMMENDED EXPERIENCE:
Basic understanding of Accounting and GAAP within real-estate field
Ability to work both independently and as a part of a team
Ability to effectively interpret and communicate information derived from data sets
Strong interpersonal skills and ability to communicate high-level conceptual material
Familiarity with Yardi Voyage program
This summary is not inclusive of all job duties. Other job duties may be assigned at any point by the employee’s manager based upon the needs of the business.
WORKING CONDITIONS:
Indoor, professional office setting
May sit or stand for several hours at a time; climb up and down stairs multiple times each day; and lift up to 30 lbs.
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