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Financial Planning Analyst
Skills
Annual BudgetingBudget ControlBudgeting & ForecastingCapital ExpendituresData AnalyticsFinancial AnalysisFinancial Modeling
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Bachelor’s degree in Finance, Economics, or related field.
- 3-5 years of experience in financial planning and analysis, preferably within the real estate industry.
- Strong understanding of real estate finance, including valuation techniques and investment metrics.
- Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
- Skills in preparing management presentations.
- Experience with financial planning software and property management systems (e.g., SBO, Netsuite, Zero, Charisma) is a plus.
- Strong analytical and problem-solving skills.
- Attention to detail and accuracy in financial reporting.
- Strong interpersonal skills and ability to collaborate with cross-functional teams.
- Strong written and verbal English skills.
- Ability to manage multiple projects and deadlines in a fast-paced environment.
- High level of integrity and commitment to maintaining confidentiality.
- Work visa required.
Nice to have
- Annual Budgeting
- Budget Control
- Budgeting & Forecasting
- Capital Expenditures
- Data Analytics
- Financial Analysis
- Financial Modeling
- Financial Planning
- Quantitative Analytics
- Quantitative Finance
Day to day
- Lead the annual budgeting process and periodic forecasting for the company’s real estate portfolio.
- Track and analyze KPIs related to property operations, leasing activity, capital expenditures, and financial returns.
- Prepare and present findings, insights, and reports to senior management and investors, ensuring alignment with business goals.