Financial Planning & Analytics and Capital Markets Associate

Department: Finance, Accounting & Capital Markets
Reports To: Chief Financial Officer and SVP of Capital Markets
Supervises: N/A
Date: August 17, 2022

Position Summary

  • Assists with preparation of annual operating budget and financial projections
  • Communicates regularly with other departments to ensure accurate forecast updates; continually improves forecasting methodology when appropriate
  • Drafts reporting packages, presentations and other materials as needed for senior management, Board of Directors, and other internal and external stakeholders
  • Contributes to the development of the Company’s long-term strategic plan by conducting variance analyses, financial scenario modelling and other analyses
  • Supports Company’s capital markets activities by conducting detailed analyses and financial modelling
  • Develops and tracks key performance metrics against the Company’s strategic objectives
  • Assists with the development and implementation of business intelligence tools to enhance the portfolio reconnaissance and evaluate future disposition and strategic decisions
  • Track consensus estimates of equity research analysts and communicate changes to the broader team, archive key modelling assumptions, and reviewing analyst models for errors
  • Assist with quarterly earnings call preparation

Essential Job Functions

  • Work under direction of Chief Financial Officer and SVP, Head of Capital Markets
  • Interface with all functional teams in the company including accounting, financial reporting, asset management, and the investment team to develop, update, modify capital plans, financial projections, corporate model, and budgets, and related analyses
  • Maintain and update corporate model, current year and five-year plan
  • Develop and implement data analytics tools to enhance functionality of corporate model, portfolio analytics and capital allocation analyses


  • High degree of integrity and strong work ethic
  • Expertise in Microsoft Excel, PowerPoint, and other software programs
  • Knowledge/experience with Yardi ERP system, Microsoft BI, and SQL a plus
  • Extensive experience with financial modelling, budgeting, development of projections
  • Strong math and financial skills with ability to research, reason, and resolve issues and propose solutions
  • Understanding of control environment and perceptions affiliated with publicly listed companies
  • Solid project management skills with ability to multitask, prioritize, and work in tight time frames
  • Must be detailed oriented, accurate, and have good organizational skills


  • 2-5 years of relevant experience
  • BA or BS degree; MBA optional
  • Outstanding interpersonal & communication skills, including written, verbal and presentation skills
  • Demonstrated ability to work closely and communicate effectively with a wide variety of internal stakeholders
  • Capable of working on complex projects

Work Schedule

  • Salaried Exempt position
  • All applicants must be authorized to work in the U.S.

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