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The Senior Analyst, FP&A will play a highly visible, transaction-focused role supporting acquisitions, dispositions, refinancings, joint venture buyouts, and other strategic capital events. This individual will work cross-functionally with Legal, Transactions, Acquisitions, Asset Management, and Accounting teams to ensure financial accuracy, timely execution, and seamless closings.
Job Responsibility:
Track and communicate status of all active transactions
Maintain detailed closing trackers and provide updates to stakeholders
Review and interpret legal and loan documents to ensure accuracy of settlement statements and funding schedules
Coordinate with title companies and lenders to finalize closing statements and disbursements
Prepare detailed sources and uses schedules with full support
Review third-party, title, lender, and joint venture invoices for accuracy and reasonableness
Reconcile closing costs and funding with underwriting models
Coordinate with Accounting and Asset Management on prorations, funding, and operating accounts
Review draw packages related to development and preferred equity structures
Prepare monthly lender reporting and covenant compliance calculations
Assist with loan paydown analyses and ad hoc reporting
Support annual lender audit coordination
Aggregate data for third-party valuation processes
Assist with financial modeling, portfolio analytics, and strategic project analysis
Prepare Variable Interest Entity (VIE) memorandums related to transactions
Support month-end close for applicable entities and funds
Requirements:
BS/BA in Accounting or Finance
4+ years of accounting or finance experience
Strong ability to interpret legal and loan documentation
Exceptional organizational skills with the ability to manage multiple concurrent transactions
Detail-oriented with strong reconciliation and analytical skills
Advanced Excel proficiency and financial modeling capability
Strong communication skills with the ability to collaborate across legal, lending, title, joint venture, and accounting partners