FP&A Analyst

$80,000 - $100,000/Yr

FirstService Residential - New York, NY

posted 5 months ago

Full-time - Entry Level
New York, NY
1,001-5,000 employees
Real Estate

About the position

As an FP&A Analyst at FirstService Residential, you will play a crucial role in the financial planning and analysis function, focusing on validating data for market research and conducting comparable analysis across various North Region markets. This position requires a strong analytical mindset and the ability to automate routine tasks, such as reporting and data collection. You will be responsible for building financial templates and models for analysis, conducting variance analyses, long-term planning, and risk/opportunity assessments. Additionally, you will be tasked with ad hoc reporting and maintaining databases of financial records to ensure accurate and timely financial reporting. Your responsibilities will include tracking key performance indicators (KPIs) and objectives set forth in the budget and forecast process. You will prepare and analyze monthly performance reports in collaboration with business leaders, ensuring that action items from reviews are maintained and closed. The role also involves preparing and analyzing monthly financial statements for seven Vice Presidents and operational reports, including a margin analysis dashboard for over 25 Managing Directors. You will be responsible for preparing and reviewing departmental budgets and actuals in collaboration with more than ten department leaders, as well as preparing budgets and forecasts in the Vena system, with internal forecasts conducted twelve times a year and regional presentations three times a year. Collaboration is key in this role, as you will work closely with the Corporate Accounting Team to support data analytics and streamline manual data processes, particularly historical data, to facilitate effective business decisions for the New York market. You will also collaborate with the HR Team on maintaining the ADP system, which includes managing business titles, compensation packages, and conducting incentive compensation reviews. Special projects, such as contract management reviews and schedule implementations, will also be part of your responsibilities.

Responsibilities

  • Track KPIs/objectives set forth in the budget/forecast process.
  • Automate routine tasks, including reporting and data collection.
  • Build financial templates and models for analysis, variance analyses, and long-term planning.
  • Conduct risk/opportunity assessments and ad hoc reporting.
  • Manage databases of financial records.
  • Create financial analysis reports and models.
  • Prepare and analyze monthly performance reports in collaboration with business leaders.
  • Improve monthly performance reports and maintain action items list from reviews.
  • Prepare and analyze monthly financial statements for 7 VPs.
  • Prepare and analyze monthly operational reports, including a margin analysis dashboard for 25+ MDs.
  • Prepare and review departmental budgets and actuals for 10+ department leaders.
  • Prepare budgets and forecasts in the Vena system.
  • Conduct internal forecasts 12 times a year and regional presentations 3 times a year.
  • Collaborate with the Corporate Accounting Team to support data analytics and streamline manual data processes.
  • Collaborate with the HR Team on ADP system maintenance, including business titles and compensation packages.
  • Conduct special projects such as contract management reviews and schedule implementations.

Requirements

  • Bachelor's or Master's degree in accounting and/or finance.
  • 2-4 years of experience in an analytical role.
  • Proficient in Microsoft Office, especially strong Excel skills.
  • Experience with financial performance platforms, particularly Vena, is a plus.
  • Familiarity with Smartsheet and Microsoft Dynamics - Great Plains is a plus.
  • Strong written and verbal communication skills.
  • Excellent presentation skills and ability to work with various levels of management.
  • Ability to manage multiple competing priorities while maintaining a big picture view.
  • Self-starter with good time management and project management skills.
  • Detail-oriented, problem solver, and critical thinker.
  • Collaborative and team-first approach with a growth mindset.

Nice-to-haves

  • Experience with financial performance platforms - Vena is a plus.
  • Familiarity with Smartsheet and Microsoft Dynamics - Great Plains is a plus.

Benefits

  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Health insurance
  • Life insurance
  • Paid time off
  • Paid holidays
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