FP&A junior
Spectraforce
US
5 months ago
Job Description
Job Summary:
The Financial Associate Planning and Analysis, FP&A will be part of the Commercial Real Estate Lending team and will assist and support the financial planning and analysis for the lending platform.
Primary Responsibilities:
• Support the FP&A process including running the fund model and being well-versed in the assumptions that drive the model;
• Anticipate senior team needs ahead of planned investor meetings and prepare materials accordingly
• Support the cash planning process by working across the CRE Lending team to be aware of all cash inflows and outflows and work with lenders and legal counsel to ensure we are receiving cash as needed;
• Support the annual budget and forecasting process for all assigned functional areas including relevant analysis and documentation of major variances.
• Assists with preparing monthly financial packages and variance analysis against budget and prior periods.
• Identify and recommend enhancements for content, process, and controls.
• Meet with division leads to discuss monthly variances to budget and any organizational changes that may affect financials.
• Partner with Accounting and HR to report monthly expenses and headcount across the firm’s divisions and markets.
Required Experience:
Bachelor’s degree required.
1-2 years of experience in Financial Planning and Analysis FP&A required; experience in an asset manager, hedge fund
Advanced English 85-90% B2+ or C1.
Experience with structured ERP systems (Adaptive, Anaplan, etc.)
Excel and PowerPoint skills (Power Query, Power Pivot and Power BI skills is a plus)
Demonstrated ability to:
o Apply deep understanding of deal structuring and real estate financing
o Think commercially, strategically, and creatively; interpret and present analysis thoughtfully
o Deliver excellent work product in a timely fashion with high attention to detail
o Collaborate well with others and develop strong relationships
o Deal with ambiguity and comfortably navigate through complex tasks with little guidance
o Prioritize and manage multiple deadlines and deliver a quality product under tight time constraints
o Be solution-oriented when presenting problems
o Seek out, understand, and follow developing industry trends
The Financial Associate Planning and Analysis, FP&A will be part of the Commercial Real Estate Lending team and will assist and support the financial planning and analysis for the lending platform.
Primary Responsibilities:
• Support the FP&A process including running the fund model and being well-versed in the assumptions that drive the model;
• Anticipate senior team needs ahead of planned investor meetings and prepare materials accordingly
• Support the cash planning process by working across the CRE Lending team to be aware of all cash inflows and outflows and work with lenders and legal counsel to ensure we are receiving cash as needed;
• Support the annual budget and forecasting process for all assigned functional areas including relevant analysis and documentation of major variances.
• Assists with preparing monthly financial packages and variance analysis against budget and prior periods.
• Identify and recommend enhancements for content, process, and controls.
• Meet with division leads to discuss monthly variances to budget and any organizational changes that may affect financials.
• Partner with Accounting and HR to report monthly expenses and headcount across the firm’s divisions and markets.
Required Experience:
Bachelor’s degree required.
1-2 years of experience in Financial Planning and Analysis FP&A required; experience in an asset manager, hedge fund
Advanced English 85-90% B2+ or C1.
Experience with structured ERP systems (Adaptive, Anaplan, etc.)
Excel and PowerPoint skills (Power Query, Power Pivot and Power BI skills is a plus)
Demonstrated ability to:
o Apply deep understanding of deal structuring and real estate financing
o Think commercially, strategically, and creatively; interpret and present analysis thoughtfully
o Deliver excellent work product in a timely fashion with high attention to detail
o Collaborate well with others and develop strong relationships
o Deal with ambiguity and comfortably navigate through complex tasks with little guidance
o Prioritize and manage multiple deadlines and deliver a quality product under tight time constraints
o Be solution-oriented when presenting problems
o Seek out, understand, and follow developing industry trends