What are the responsibilities and job description for the FP&A Associate Commercial Real Estate (125K + bonus) position at Daley And Associates, LLC?
FP&A Associate - Commercial Real Estate (South Florida)
Our client, a highly regarded and rapidly growing real estate investment and development platform, is seeking an FP&A Associate to join its South Florida finance team. This is an outstanding opportunity to join a sophisticated organization with a large-scale, institutional-quality portfolio spanning mixed-use, residential, hospitality, and commercial developments.
This role will work closely with senior leadership and play a key part in financial planning, forecasting, budgeting, capital planning, and strategic analysis across a dynamic development portfolio.
Responsibilities
We are particularly interested in candidates coming from:
Our client, a highly regarded and rapidly growing real estate investment and development platform, is seeking an FP&A Associate to join its South Florida finance team. This is an outstanding opportunity to join a sophisticated organization with a large-scale, institutional-quality portfolio spanning mixed-use, residential, hospitality, and commercial developments.
This role will work closely with senior leadership and play a key part in financial planning, forecasting, budgeting, capital planning, and strategic analysis across a dynamic development portfolio.
Responsibilities
- Assist in preparing monthly, quarterly, and annual financial reporting packages for senior management
- Support consolidated budgeting, forecasting, and long-range planning processes
- Maintain and enhance project-level and platform-level cash flow models
- Analyze budget vs. actual variances and communicate key business drivers
- Prepare consolidated P&L and cash flow reporting packages
- Support capital call preparation and investor-related reporting
- Assist with portfolio-level financial modeling, KPI reporting, and strategic analyses
- Manage overhead budgeting and quarterly reforecasting processes
- Conduct ad hoc financial analysis to support business decisions and development initiatives
- Review underwriting models, project waterfalls, and financial forecasts
- Partner cross-functionally with development, accounting, and executive leadership teams
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 3–5 years of experience in FP&A, corporate finance, accounting, investment analysis, or related finance functions
- Advanced Excel modeling skills required
- Strong PowerPoint and presentation capabilities
- Excellent analytical, organizational, and communication skills
- Ability to operate in a fast-paced, entrepreneurial environment
- Strong attention to detail with a proactive, solutions-oriented mindset
- Experience with financial systems such as Hyperion, JD Edwards, or similar platforms is a plus
- Exposure to real estate finance, development, private equity, or capital markets is strongly preferred
We are particularly interested in candidates coming from:
- Real estate finance or development
- Corporate FP&A
- Investment banking
- Big 4 advisory/transaction services
- Private equity or investment management support functions
- Exposure to high-profile, large-scale development projects
- Significant interaction with senior executives and decision-makers
- Highly visible role with strong growth potential
- Collaborative, entrepreneurial team environment
- Competitive compensation, bonus, and a comprehensive benefits package