Financial Planning Analyst
Listed on 2026-06-26
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Finance & Banking
Financial Analyst, Corporate Finance, Financial Reporting
Job Title: Financial Planning and Analysis Associate
Location: Potomac, MD (3 days on-site)
Compensation: $85-$95,000 base salary, plus bonus and excellent benefits
My client is seeking a FP&A associate in Potomac, MD (3 days on site). The company owns and manages a portfolio of manufactured housing communities and RV parks across the U.S., including locations in Maryland.
Job DescriptionThe Financial Planning & Analysis (“FP&A”) Associate is responsible for assisting with the activities of the overall forecasting and planning of the Company. Will work on budgeting at a property level, corporate level, cash planning, and treasury management. This role reports into the CFO.
The following is a list of responsibilities including but not limited to the performance of the FP&A Associate:
- Assist in the preparation of annual budgets, forecasts, and long-range financial plans.
- Develop and maintain financial models for various business units and projects.
- Analyze financial data to identify trends, variances, and opportunities for improvement.
- Collaborate with cross-functional teams to gather relevant information for financial analysis.
- Support the monthly financial reporting process, including variance analysis and management reporting.
- Prepare ad-hoc financial analyses and reports as needed to support decision-making.
- Assist in the evaluation of potential investments, mergers, and acquisitions.
- Continuously improve financial processes and systems to enhance efficiency and accuracy.
- Bachelor’s degree in Finance, or Business-related field preferred
- 3+ years of finance experience in real estate field and manufactured housing experience
- Strong leadership and proven supervisory skills
- Exceptional analytical and problem-solving abilities
- Strong organization, oral and written communication skills
- Ability to work independently while managing multiple projects and deadlines
- Strong computer aptitude, including expertise with Microsoft Excel and Word as well as experience with accounting software
- Experience maintaining, organizing and preparing budgets and/or cash forecasting.
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