What are the responsibilities and job description for the Senior Financial Planning Analyst position at Endeavor Agency?
Endeavor Agency (www.endeavorCRE.com) is a commercial real estate talent agency providing high touch recruitment services throughout California and major western US cities. Endeavor has engaged with a privately held, established and well known real estate development and investment company seeking a Senior FP&A Analyst to support the Asset Management team by building and maintaining portfolio financial models, analytical tools, and automated workflows to drive portfolio performance and strategic decision-making. The role ensures data integrity across reporting systems, prepares investment materials, and leads process improvements. The Sr FP&A Analyst also assists with underwriting for leases and capital projects, quarterly portfolio reviews, business plans, and market analysis.
Responsibilities:
- Develops and maintains financial, operating, and analytical models (Excel, Argus, Google Sheets) to support asset performance review, scenario analysis, and strategic decision-making
- Builds, maintains, and enhances automation tools, including Excel VBA macros and Google Sheets scripts, and leads process improvement initiatives involving workflow optimization, data governance, and business intelligence tool development
- Ensures data integrity and consistency across internal tools, templates, dashboards, and reporting systems for leasing, financial, capital, and operational information
- Provides analytical and underwriting support when evaluating leases, tenant credit worthiness, capital investments, new development projects, and acquisition opportunities
- Participates in quarterly property reviews and forecasts; creates summary reports including budget variances, occupancy and leasing updates, operating expenses, capital expenditures, and potential loan refinance implications
Additional Skills:
- Superior Excel skills, including strong modeling capability; VBA and ARGUS experience preferred, but not required
- Experience with financial statement analysis and a strong understanding of corporate finance concepts
- Demonstrates ability to distill complex data, analyses, and trends into clear, concise written summaries and visual tools that enable stakeholders to understand key insights and takeaways quickly
- Strong written communication skills with the ability to translate quantitative findings into business-ready messaging