Senior Financial Planning Analyst

7 days ago

Irvine, California, United States Endeavor Agency Full time $120,000 - $180,000 per year

Endeavor Agency
) is a commercial real estate talent agency providing high touch recruitment services throughout California and major western US cities. Endeavor has engaged with a privately held, established and well known real estate development and investment company seeking a
Senior Financial Planning Analyst
to support the Asset Management team by building and maintaining portfolio financial models, analytical tools, and automated workflows to drive portfolio performance and strategic decision-making. The role ensures data integrity across reporting systems, prepares investment materials, and leads process improvements. The
Sr FP&A Analyst
also assists with underwriting for leases and capital projects, quarterly portfolio reviews, business plans, and market analysis.

Responsibilities:

  • Develops and maintains financial, operating, and analytical models
    (Excel, Argus, Google Sheets) to support asset performance review, scenario analysis, and strategic decision-making
  • Builds, maintains, and enhances automation tools
    , including Excel VBA macros and Google Sheets scripts, and leads process improvement initiatives involving workflow optimization, data governance, and business intelligence tool development
  • Ensures data integrity and consistency across internal tools, templates, dashboards, and reporting systems for leasing, financial, capital, and operational information
  • Provides analytical and underwriting support
    when evaluating leases, tenant credit worthiness, capital investments, new development projects, and acquisition opportunities
  • Participates in quarterly property reviews and forecasts; creates summary reports including budget variances, occupancy and leasing updates, operating expenses, capital expenditures, and potential loan refinance implications

Additional Skills:

  • Superior Excel skills, including strong modeling capability; VBA and ARGUS experience preferred, but not required
  • Experience with financial statement analysis and a strong understanding of corporate finance concepts
  • Demonstrates ability to distill complex data
    , analyses, and trends into clear, concise written summaries and visual tools that enable stakeholders to understand key insights and takeaways quickly
  • Strong written communication skills with the ability to translate quantitative findings into business-ready messaging

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