FP&A Analyst

Overview

The successful FP&A Analyst at KETTLER will bring experience in a real estate investment and accounting, whose purpose will be to identify, scale and automate essential FP&A tasks. This role has an on-site attendance requirement at our McLean, VA Corporate Office of Monday - Thursday, with Friday being a remote work day. 

Responsibilities

• Analyze monthly financials for opportunities to make action-oriented conclusions to improve financial and operational results.
• Complete property assessment reports for at-risk assets not meeting budget or operational expectations.
• Manage the Cash Forecast & Deficit Request process.
• Communicate related analysis to Asset Managers, Finance and Accounting and other key stakeholders.
• Retrieve and analyze financial and operational data from Yardi, Orion and other internal tracking software.
• Continue to build your subject matter knowledge in the regions KETTLER operations in and has interest to entering.
• Create and Maintain Budget Templates and manage the Budget Reforecast process.
• Provide Accrual File/Assistance with creating & maintaining custom excel tools.
• Manage the conversion of budget files for ownership group GL accounts.
• Develop, maintain and manage Ad-Hoc Reports for Owners.
• Oversee the preparation and reconciliation of Common Area Maintenance (CAM) charges, including accurate allocation of shared expenses across retail, POA/association, and commercial entities within mixed-use residential portfolios
• Help with complex formulas and schedules within Common Area Maintenance reconciliations.
• Assist in resolving client and/or commercial tenant questions regarding billings, reconciliations, or shared costs

Qualifications

• Must have a Bachelors degree in Economics, Finance, Accounting related discipline.
• Must have a minimum of 5 years experience working in a FP&A related role.
• Experience performing FP&A tasks within a multi-family real estate organization is preferred.
• Must have a proficiency with Excel and PowerPoint database sourcing, utilizing standard Excel functions to include, but not limited to, index/match, v/lookup, and pivot tables to aggregate and summarize data.
• Must have experience presenting data sets and the ability to discuss financial results with Asset Managers, Finance and Accounting leaders and other key stakeholders.
• Must have an understanding of accounting terminology and tasks, such as general ledger, trial balance and capital policy.

The above-referenced position summary is a guideline designed to present an overview of the job duties and is not intended to be a comprehensive list of responsibilities and requirements.