Associate Financial planning and analysis (FP&A)

Posted 5 Days Ago
Be an Early Applicant
India
Mid level
Real Estate • Software • Financial Services
The Role
The Associate in Financial Planning and Analysis will lead budgeting and forecasting for assigned areas, prepare financial packages, analyze variances, and provide support to senior management. They will collaborate with various divisions to track expenses and headcount while also recommending process enhancements. Strong analytical and communication skills are essential for this role.
Summary Generated by Built In

The Amherst Group's companies are comprised of leading real estate investment and advisory firms with a mission to transform the way real estate is owned, financed and managed.  Amherst leverages its proprietary data, analytics, technology, and decades of experience to seek solutions for a fragmented, slow-to-evolve real estate ecosystem and to materially improve the experience for residents, buyers, sellers, communities, and investors.  Today Amherst has over 1000 employees and $14.1 billion in assets under management.

Over the past decade, Amherst has scaled its platform to become one of the largest operators of single-family assets and has acquired, renovated, and leased more than 46,000 homes across 32 markets in the U.S.  The firm delivers customized, stabilized cash-flowing portfolios of assets to its investors, wrapped in all the ongoing services required to manage, own, and finance the asset including property management, portfolio management, and a full capital markets team.  In addition to its single-family rental platform, Amherst’s debt business pursues two distinct credit strategies in mortgage-backed securities and commercial real estate lending.  Over its 25-year history, Amherst has developed a deep bench of research and technology talent, and leverages data and analytics at every stage in the asset lifecycle to improve operations and preserve long-term value for our investors and the more than 188,000 residents the firm has served.

  • Lead the annual budget and forecasting process for all assigned functional areas including relevant analysis and documentation of major variances.
  • Assists with  Preparation of monthly financial packages and variance analysis against budget and prior periods.
  • Identify and recommend enhancements with respect to content, process, and controls.
  • Provide financial and strategic support to senior management and the owners, including preparing board presentations, financial presentations, and other projects.
  • 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.
  • Other duties assigned to ensure proper functions of the team.
  • Experience with structured ERP systems (Adaptive, Anaplan, etc.) a great advantage 
  • Strong Excel and PowerPoint skills (Power Query, Power Pivot and Power BI skills a plus).

Desired Skills/Qualifications:

  • Bachelor’s degree in Economics, Accounting, or Finance. 
  • 5-7 years of experience in banking/investment management/corporate finance/structured financing. 
  • High potential individual, able to rise within the finance organization or move into other roles within the company. 
  • Excellent analytical and problem-solving skills. 
  • Strong verbal, quantitative, and written communication skills required. 
  • High standards of accuracy and precision; strong attention to detail; highly organized. 
  • Ability to work effectively under tight time constraints, and multi-task on various projects. 
  • Familiar with, or can quickly become familiar with, the company’s operations and strategy. 
  • Strong Excel and PowerPoint skills (Power Query, Power Pivot and Power BI skills a plus). 
  • Experience with structured ERP systems (Adaptive, Anaplan, etc.) a great advantage   
  • Experience working for a PE-backed firm a plus. 

Amherst’s core values:

  • Culture & Conduct: Positive attitude with high integrity. Agile in adapting to a dynamic environment with emerging datapoints. We do the right thing the right way and are accountable for our actions.
  • Client-Centricity & Business Acumen: Strong Team player, multiple internal/external stakeholders management,
  • Communication & Connectivity: Strong written and verbal communication skills with clients and management. Collaboration – We align, contribute, and win together.
  • Execution & Delivery: Self-starter, Proactive, motivated, driven personality, Excellent organizational and time management skills.
  • Agility – We are nimble and responsive.
  • Community – We empower and support people to create a sense of belonging for all.

Working Shift/ arrangement: US Shift (1:30 PM – 10:30 PM – IST and 4:30 PM – 1:30AM), Flexible - Hybrid working model

    Our full-time employee benefits include:

    • A competitive compensation package, annual bonus, 401k match

    • Flexible PTO including 7 paid holidays, 1 floating holiday, and 1 volunteer day

    • Employer-paid benefits (medical, dental, vision, health savings account)

    • Professional career development and reimbursement

    • Up to 16 weeks paid maternity leave; up to 4 weeks of paid parental leave

    • Backup childcare offered through Bright Horizons

    Amherst is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information or veteran status, and encourage all applicants to apply.

    Top Skills

    Excel
    PowerPoint
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    The Company
    HQ: Austin, Texas
    811 Employees
    On-site Workplace

    What We Do

    The Amherst Group ("Amherst") is a diversified data-driven investment management platform at the crossroads of global capital markets and U.S. real estate, offering strategies up and down the real estate capital stack. As of December 31, 2023, Amherst manages $18.5 billion deployed across real estate debt and equity strategies in mortgage-backed securities, commercial real estate, and single-family residential.

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