Senior Financial Planning and Analysis Specialist
1 month ago
The Senior FP&A Analyst will play a key role in preparing and reviewing residential budgets, as well as other projects with shared budgets. This position requires strong analytical skills, attention to detail, and excellent communication skills.
The ideal candidate will have 3-5 years of experience preparing budgets and a solid understanding of budgeting for not-for-profit entities. They will be proficient in Microsoft Office, particularly Excel, and have advanced Excel skills. Knowledge of Power BI is a plus.
The Senior FP&A Analyst will work closely with the Executive Director of Developer Services and other teams to meet project deadlines and ensure accurate budgeting. They will also be responsible for training on budget processes and utilizing budget templates.
This is a full-time position with a regular schedule of Monday through Friday, 8:30 a.m. to 5:30 p.m. Some travel may be required to attend client meetings and company-sponsored events.
Key Responsibilities- Prepare and review residential budgets and other project budgets
- Meet with Developer team, clients, and consultants to obtain supporting information for projects
- Assist in establishing policies and procedures for budgeting
- Assist in establishing benchmarking for various project operating costs
- Gather specific data on market trends and labor costs
- Train on budget processes and utilize budget templates
- Participate in Regional DM meetings and other corporate or industry meetings
- 3-5 years of experience preparing budgets
- 3-5 years of industry experience preferred
- Bachelor's degree in finance, Business Administration, or other Business Degree
- Solid understanding of budgeting for not-for-profit entities
- Proficient in Microsoft Office, particularly Excel, with advanced Excel skills
- Knowledge of Power BI is a plus
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