Job Description

Our client, a notable investment management firm in the LA area, is looking to bring a Senior FP&A Analyst on board with a growing and developing team! In this role, you will be responsible for corporate modeling and budgeting as well as providing recommendations to stakeholders.


  • Ensure accuracy and completeness of analyzed data and communicate results
  • Assist with formulation and collection of key assumptions, prepare asset-level budgets, and analyze results in the budgeting and forecasting process
  • Drive process improvement and standardization of budgets and long-term projections
  • Build and maintain models consistently across similar asset/investment strategies as well as integrate models with other data sources/reporting tools
  • Use fund agreements, co-investments, joint ventures, and fund/investment level debt to calculate and incorporate management fee and distribution allocations into projection and performance metrics
  • Use real estate operating metrics from multiple property types to ensure prepare fund level financial performance metrics on a historical and projected basis
  • Use logical database modeling concepts and relational database management to analyze, organize, and improve data flowing through financial models, reports, and systems
  • Analyze underwriting/budget and actual results and explain variances
  • Bachelor’s in Finance, Accounting, or related field
  • 3+ years of experience in a similar capacity
  • Related industry experience preferred in real estate, investment management, or private equity
  • CFA, MBA, or CPA preferred
  • Experience with Argus
  • Experience with JD Edwards,Yardi, MRI, or similar
  • Proficiency with SQL, VBA, VC, .NET preferred
  • Understand key investment metrics
If you meet the above requirements and would like to learn more about this role, please send your resumes to Thanks!

Application Instructions

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