Senior Finance Associate

A well‑capitalized real estate investment firm is seeking an Associate or Senior Associate to support its Finance & Operations team. This role is ideal for a highly analytical finance professional with exceptional financial modeling capabilities and a strong foundation in FP&A, reporting, and operational finance. The position reports directly to a Managing Director within the Finance & Accounting team and will work closely with senior leadership to drive financial planning, forecasting accuracy, and data‑driven decision‑making.

• Manage day‑to‑day accounting processes for the investment advisor and related service entities, including general ledger, accounts payable, and accounts receivable.
• Build, maintain, and enhance complex financial models used for revenue forecasting, expense planning, scenario analysis, and long‑term strategic planning.
• Develop dynamic modeling tools that support budgeting, forecasting, cash flow management, and performance tracking.
• Monitor financial performance against budget and forecast, identifying variances and key business drivers through detailed model‑based analysis.
• Coordinate with internal accounting teams and external service providers on accounting, audit, and tax matters.
• Prepare cash flow projections for the investment advisor and affiliated entities, leveraging advanced modeling techniques.
• Complete ad‑hoc financial analysis and reporting requests for senior leadership, often requiring rapid model adjustments and data manipulation.
• Conduct in‑depth analysis of revenue drivers, cost trends, and profitability to support strategic decision‑making.
• Partner with operational teams and business leaders to communicate financial results and provide insights derived from modeling outputs.
• Support month‑end reporting processes, ensuring accuracy, timeliness, and consistency in financial statements.
• Identify opportunities to enhance forecasting, reporting, and analytical processes through improved modeling structure, automation, and data integration.

• Bachelor’s degree in finance, accounting, economics, or a related field strongly preferred.
• 4+ years of professional experience in FP&A, financial reporting, accounting, or a similar analytical finance role.
• Exceptional financial modeling skills, including building models from scratch, maintaining multi‑tab dynamic models, and performing scenario and sensitivity analyses.
• Advanced proficiency in Microsoft Excel (pivot tables, advanced formulas, macros, data modeling, large dataset manipulation).
• Experience with data visualization tools such as Power BI is a plus.
• Experience with financial accounting software;
  Workday familiarity preferred.
• Ability to clean, transform, and summarize data to support financial analysis and decision‑making.
• Strong communication skills with the ability to present complex model outputs and trends clearly to senior management.
• Highly analytical with strong quantitative reasoning and modeling intuition.
• Exceptional attention to detail and accuracy in financial calculations.
• Ability to translate model outputs into actionable insights for leadership.
• Strong organizational skills with the ability to prioritize multiple tasks under tight deadlines.
• Comfortable working with and manipulating large datasets to support reporting and analysis.
• Ability to thrive in a fast‑paced, evolving environment.
• High level of initiative, ownership, and responsibility.