Senior FP&A Financial Analyst

Posted 25 Days Ago
Houston, TX
Mid level
Real Estate
The Role
The FP&A Senior Financial Analyst supports financial planning and analysis, providing insights, budget management, and support for business initiatives. They work closely with leadership to achieve financial goals and improve operational efficiency.
Summary Generated by Built In

Company Overview

Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide. Founded in 1986, Asset Living has decades of experience delivering exceptional value to our partners. Since the beginning, our undeniable passion has driven our organic growth from a small property management firm to one of the most trusted allies in real estate. Asset Living's growing portfolio includes a multitude of properties across the country that span the multifamily, single-family home rentals, affordable housing, build-to-rent, active adult, and student housing divisions.   

Asset Living is a fast-growing company made up of talented individuals from diverse backgrounds that differentiate us and help us drive innovation and results for our clients and communities across the US At Asset Living, we wholeheartedly believe 'Together We Lead, Together We Succeed’. We empower each other to lead by example, collaborate, and evolve – inspired by our belief that we can continually improve as individuals and as an organization. Together, we create an environment where every voice is heard, every idea is valued, and every individual experiences opportunities to grow as our company grows. When you join Asset Living, you become part of a dynamic team that thrives on unity, unique talents, and a universal culture of winning.    

Recognized as one of the nation's Best and Brightest Places to Work and ranked in the NMHC top 50 professionals, join Asset Living because of its reputation as the most trusted partner in real estate, workplace culture, and growth opportunities. Asset Living is a member of The Institute of Real Estate Management (IREM) and is recognized as an Accredited Management Organization (AMO). Together, we lead the way, and together, we achieve excellence in all that we do. Join a workplace where success is a collective journey and leadership is a shared responsibility.  

FP&A Senior Analyst

We are seeking an FP&A Senior Financial Analyst to support a best-in-class finance function and be responsible for the financial planning and analysis process to ensure timely delivery of financial and operational information to all key internal and external stakeholders. The role will report directly to the Director, FP&A and work closely with other business leaders in the organization to assist in setting financial goals, as well as provide guidance with respect to current and historical trends, comparison to established metrics and compliance with the budgets and forecasts.

Essential Duties & Responsibilities

  • Collaborate with business partners to understand their needs, provide financial insights, and support their financial planning and forecasting processes.
  • Perform margin analysis by department/function/location in support of timely decision making for leadership and cross-function team members
  • Support business partners in the development of business cases for new initiatives, providing financial analysis and modeling to ensure sound decision-making.
  • Lead the development of business unit and departmental budgets, ensuring they are focused on achieving operational efficiencies and ensuring the linkage between the budget and longer-term growth goals
  • Build and maintain strong collaborative relationships with functional leaders and teams across the Company
  • Define KPIs, deliver in-depth analysis, drive insights and support finance & business leadership
  • Create informative dashboards and reports to visually represent financial data and facilitate informed decision-making
  • Demonstrate principled entrepreneurship to identify opportunities for optimization, transformation, and insightful financial analysis

Education & Experience

  • Bachelor’s Degree in Finance, Mathematics, Accounting, or Engineering; MBA a plus, or equivalent work experience
  • 3-5 years in financial analysis roles
  • Experience in business planning, analysis and reporting
  • Excel proficiency demonstrated in a business/finance setting
  • Experience with budgeting and forecasting tools such as NetSuite, Hyperion, etc.
  • Advanced Excel, Financial Planning Tools, BI and database tools, & PowerPoint skills
  • Strong written and oral communication skills with strong presentation skills
  • Experience with operational finance including financial analysis, forecasting, and planning
  • Strong business acumen and demonstrated ability to effectively communicate operating results to senior management across the organization
  • Comfortable managing complex financial models
  • Strong project management and time management skills
  • Strong ability to enforce standards with integrity while handling sensitive matters in a timely and constructive manner
  • Ability to drive process improvements to support the growth of the company
  • Ability to effectively work and produce accurate results in a fast-paced environment
  • Can manage multiple projects with varying deadlines and requirements
  • Ability to work effectively with large amounts of data, drill down into details and provide concise and accurate overviews
  • Strong attention to detail & organizational skills

This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice.

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Top Skills

Bi
Excel
Financial Planning Tools
Hyperion
NetSuite
PowerPoint
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The Company
Houston, Texas
2,890 Employees
On-site Workplace
Year Founded: 1986

What We Do

Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide. Founded in 1986, Asset Living has decades of experience delivering exceptional value to our partners. Since the beginning, our undeniable passion has driven our organic growth from a small property management firm to one of the most trusted allies in real estate. Asset Living's growing portfolio includes a multitude of properties across the country that span the multifamily, single-family home rentals, affordable housing, build-to-rent, active adult, and student housing divisions. Asset Living is a fast-growing company made up of talented individuals from diverse backgrounds that differentiate us and help us drive innovation and results for our clients and communities across the US. At Asset Living, we wholeheartedly believe 'Together We Lead, Together We Succeed

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