Senior Financial Planning and Analysis

Job Description

Senior Financial Planning and Analysis (FP&A)Company Overview:Gallagher & Mohan is a distinguished firm dedicated to providing world-class financial analysis, marketing expertise, and accounting support within the real estate sector. We partner with a diverse clientele of private equity investors, developers, fund managers, and brokers across the U.S. and Europe.Renowned for our precision, responsiveness, and strong work ethic, we seamlessly integrate into our clients operations to deliver exceptional value. Our portfolio spans transactions ranging from multifamily apartment complexes to large office towers, with deal sizes from $10M to $200M USD.Role Overview:We are seeking a Senior Financial Planning and Analysis (FP&A) professional to support our Finance Director and senior leadership team. This role focuses on building advanced financial models, maintaining investor and loan databases, supporting capital raising efforts, and delivering strategic financial insights.The ideal candidate will have a strong background in Excel-based modeling, Yardi software, multifamily real estate in the U.S., and private equity finance.Key Responsibilities :
• Budgeting & Forecasting Prepare detailed annual budgets, monthly forecasts, and variance analysis.
• Audit and Analysis - Refine charts of accounts for operating & corporate entities and should be able to understand P&L and balance sheets really well.
• Database Management Maintain investor reporting databases and loan management platforms (Yardi proficiency required).
• Deal Diligence Perform due diligence on new transactions, including financial, operational, and market analysis.
• Performance Tracking Track and analyze KPIs, IRR, cash-on-cash returns, and other financial metrics.
• Reporting Produce monthly, quarterly, and annual financial reports for management and investors.
• Cross-Functional Collaboration Work closely with Finance, Capital Markets, Investments, Analytics, and Technology teams.
• Project Participation Contribute to ad-hoc financial projects and assist other finance teams as needed.
• Requirements Skills & Qualifications
• Education: Bachelors degree in Finance, Accounting, Economics, Engineering, or Mathematics from a top university.
• Experience: 25 years in FP&A, investment banking, private equity, or real estate finance.
• Software Expertise: Strong proficiency in Yardi and Advance Excel, Google sheets, Bonus with Power BI.
• Real Estate Knowledge: Direct exposure to multifamily assets in the U.S. real estate market.
• Analytical Skills: Highly analytical, detail-oriented, and skilled in variance and KPI analysis.
• Communication: Strong written and verbal communication skills with the ability to prepare and present reports to senior stakeholders.
• Work Ethic: Ability to handle multiple projects, meet deadlines, and work extended hours when necessary in a fast-paced environment.
Desired Qualifications:
• Advanced Degree: Masters in Finance, Economics, or Business preferred.
• Certifications: CFA, CA, or CPA (completed or in progress) will be viewed favorably.
• Private Equity Experience: Exposure to private equity capital structures and investor reporting highly desirable.

Keyskills :
due diligenceforecastingfinancial planningexcelbudgeting