Sr Associate, Financial Planning & Analysis
Maymont Homes, Charleston, SC, United States
Position Summary
The Senior Associate, Financial Planning & Analysis (FP&A) plays a key role in performing financial, analytical, and strategic investment management activities across a large-scale single-family rental (SFR) and build-for-rent (BTR) investment platform. This role functions as a senior individual contributor and team anchor, responsible for setting FP&A standards, owning core financial models, and operating with minimal oversight while mentoring junior team members. The role is primarily responsible for building and maintaining financial models for cash flow projections, valuation, and ad hoc analyses related to investment financial performance. The position is highly analytical using institutional-grade financial models to forecast and evaluate investment performance and support strategic decision-making. It offers meaningful exposure to executive leadership and institutional investor communications.
Essential Job Functions
Cash Flow Modeling: Maintain and build various in-house real estate cash flow models to forecast investment performance at the fund, project, and/or market level using return metrics including IRR and MOIC
Cash Flow Modeling: Develop periodic reforecasts of return expectations accounting for actual financial results and go-forward assumptions
Cash Flow Modeling: Lead operating forecasts (monthly/quarterly) including actuals vs. plan analysis, variance identification, and forward-looking projections in partnership with operational stakeholders
Cash Flow Modeling: Collaborate across functions with colleagues from investments, asset management, development, and capital markets to perform financial analytics
Cash Flow Modeling: Partner directly with Operations and Asset Management teams to translate business drivers into financial forecasts and actionable insights
Cash Flow Modeling: Provide analytical support for executive and operational decision-making regarding investment exit scenarios, fund hold periods, buy/sell options, refinancings, and other investment lifecycle events
Valuation: Prepare periodic fund/portfolio valuations using discounted cash flow, sales comparison, cost basis, and direct capitalization methods. Analyze gross asset value (GAV), net asset value (NAV), and mark-to-market performance metrics.
Valuation: Maintain and build in-house valuation models for recurring investor reporting and presentations
Valuation: Keep track of residential home pricing and cap rate trends by sector and market to align model assumptions
Valuation: Maintain collaborative and productive relationships with third-party asset valuation partners for routine fair market value reporting
FP&A and Reporting: Lead quarterly and monthly FP&A processes including budgeting, forecasting, KPI reporting, and executive-level deliverables
FP&A and Reporting: Prepare materials for investment committee, capital markets analyses, and investor relations
FP&A and Reporting: Support analysts on technical cash flow and valuation principles
FP&A and Reporting: Serve as a technical mentor and reviewer for junior analysts, ensuring quality, consistency, and adherence to modeling and reporting standards
FP&A and Reporting: Drive ongoing efforts related to process improvements including identifying, recommending, and executing enhancements to modeling, cash flow, and valuation procedures
FP&A and Reporting: Establish and maintain scalable FP&A processes and reporting frameworks across a rapidly growing, multi-entity platform
FP&A and Reporting: Operate effectively in environments with imperfect or evolving data, implementing structure and controls where needed
FP&A and Reporting: Perform other duties as assigned to support business objectives
Performance Expectations & Key Metrics
Precision, accuracy, and practicality of new financial models and functionality enhancements to existing models
100% on-time reporting of return forecasts and valuations, ad hoc strategic analyses, and other deliverables
Effective leadership of analyst team
Quality and usability of FP&A outputs for executive decision-making (budgets, forecasts, KPIs, variance analysis)
Required Qualifications
Bachelor’s degree in finance, accounting, banking, and/or real estate, or MBA degree
5+ years of hands-on real estate FP&A experience, including ownership of operating forecasts, budgets, and financial models used by senior leadership
Experience supporting institutional-scale, multi-entity real estate portfolios (SFR, BTR, or similar preferred)
Demonstrated experience working in fast-scaling or operationally complex environments with evolving data and reporting structures
Skills & Competencies
Demonstrated ability to independently manage forecast and valuation workflows and guide/review analysts
Advanced understanding of real estate cash flow and valuation modeling, as well as investment performance metrics
Strong experience with operating FP&A processes including budgeting, forecasting, variance analysis, and KPI reporting
Ability to translate complex financial results into clear insights for non-finance stakeholders
Advanced proficiency in Excel
Excellent communication skills, both verbal and written
Good quantitative judgment, time management, and attention to details
Ability to thrive in a high growth and autonomous environment
Physical Requirements
Ability to work at a computer for extended periods of time
Ability to communicate effectively in English, both verbally and in writing
Ability to lift and move items weighing up to 25 pounds, if necessary
Ability to sit, stand, walk, bend, and climb stairs as required
Manual dexterity sufficient for regular keyboard and office equipment use
Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.
Work Environment
Fast-paced office environment with frequent interruptions and changing priorities
Interaction with internal stakeholders, regulatory agencies, and external partners
Occasional extended hours may be required based on business needs
Regular in-office attendance required, as applicable
Compliance Statement
Employees are expected to comply with all company policies, procedures, and applicable laws and regulations.
Disclaimer
This job description is intended to describe the general nature and level of work being performed. It is not an exhaustive list of all duties, responsibilities, or qualifications required. Management reserves the right to modify, assign, or reassign duties and responsibilities as business needs evolve.
Equal Opportunity
Equal Opportunity Employer: Minorities/Religion/Sex/Protected Veterans/Disability/Sexual Orientation/Gender Identity/Marital Status/Pregnancy/Age/National Origin/Genetic Information.
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The Senior Associate, Financial Planning & Analysis (FP&A) plays a key role in performing financial, analytical, and strategic investment management activities across a large-scale single-family rental (SFR) and build-for-rent (BTR) investment platform. This role functions as a senior individual contributor and team anchor, responsible for setting FP&A standards, owning core financial models, and operating with minimal oversight while mentoring junior team members. The role is primarily responsible for building and maintaining financial models for cash flow projections, valuation, and ad hoc analyses related to investment financial performance. The position is highly analytical using institutional-grade financial models to forecast and evaluate investment performance and support strategic decision-making. It offers meaningful exposure to executive leadership and institutional investor communications.
Essential Job Functions
Cash Flow Modeling: Maintain and build various in-house real estate cash flow models to forecast investment performance at the fund, project, and/or market level using return metrics including IRR and MOIC
Cash Flow Modeling: Develop periodic reforecasts of return expectations accounting for actual financial results and go-forward assumptions
Cash Flow Modeling: Lead operating forecasts (monthly/quarterly) including actuals vs. plan analysis, variance identification, and forward-looking projections in partnership with operational stakeholders
Cash Flow Modeling: Collaborate across functions with colleagues from investments, asset management, development, and capital markets to perform financial analytics
Cash Flow Modeling: Partner directly with Operations and Asset Management teams to translate business drivers into financial forecasts and actionable insights
Cash Flow Modeling: Provide analytical support for executive and operational decision-making regarding investment exit scenarios, fund hold periods, buy/sell options, refinancings, and other investment lifecycle events
Valuation: Prepare periodic fund/portfolio valuations using discounted cash flow, sales comparison, cost basis, and direct capitalization methods. Analyze gross asset value (GAV), net asset value (NAV), and mark-to-market performance metrics.
Valuation: Maintain and build in-house valuation models for recurring investor reporting and presentations
Valuation: Keep track of residential home pricing and cap rate trends by sector and market to align model assumptions
Valuation: Maintain collaborative and productive relationships with third-party asset valuation partners for routine fair market value reporting
FP&A and Reporting: Lead quarterly and monthly FP&A processes including budgeting, forecasting, KPI reporting, and executive-level deliverables
FP&A and Reporting: Prepare materials for investment committee, capital markets analyses, and investor relations
FP&A and Reporting: Support analysts on technical cash flow and valuation principles
FP&A and Reporting: Serve as a technical mentor and reviewer for junior analysts, ensuring quality, consistency, and adherence to modeling and reporting standards
FP&A and Reporting: Drive ongoing efforts related to process improvements including identifying, recommending, and executing enhancements to modeling, cash flow, and valuation procedures
FP&A and Reporting: Establish and maintain scalable FP&A processes and reporting frameworks across a rapidly growing, multi-entity platform
FP&A and Reporting: Operate effectively in environments with imperfect or evolving data, implementing structure and controls where needed
FP&A and Reporting: Perform other duties as assigned to support business objectives
Performance Expectations & Key Metrics
Precision, accuracy, and practicality of new financial models and functionality enhancements to existing models
100% on-time reporting of return forecasts and valuations, ad hoc strategic analyses, and other deliverables
Effective leadership of analyst team
Quality and usability of FP&A outputs for executive decision-making (budgets, forecasts, KPIs, variance analysis)
Required Qualifications
Bachelor’s degree in finance, accounting, banking, and/or real estate, or MBA degree
5+ years of hands-on real estate FP&A experience, including ownership of operating forecasts, budgets, and financial models used by senior leadership
Experience supporting institutional-scale, multi-entity real estate portfolios (SFR, BTR, or similar preferred)
Demonstrated experience working in fast-scaling or operationally complex environments with evolving data and reporting structures
Skills & Competencies
Demonstrated ability to independently manage forecast and valuation workflows and guide/review analysts
Advanced understanding of real estate cash flow and valuation modeling, as well as investment performance metrics
Strong experience with operating FP&A processes including budgeting, forecasting, variance analysis, and KPI reporting
Ability to translate complex financial results into clear insights for non-finance stakeholders
Advanced proficiency in Excel
Excellent communication skills, both verbal and written
Good quantitative judgment, time management, and attention to details
Ability to thrive in a high growth and autonomous environment
Physical Requirements
Ability to work at a computer for extended periods of time
Ability to communicate effectively in English, both verbally and in writing
Ability to lift and move items weighing up to 25 pounds, if necessary
Ability to sit, stand, walk, bend, and climb stairs as required
Manual dexterity sufficient for regular keyboard and office equipment use
Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.
Work Environment
Fast-paced office environment with frequent interruptions and changing priorities
Interaction with internal stakeholders, regulatory agencies, and external partners
Occasional extended hours may be required based on business needs
Regular in-office attendance required, as applicable
Compliance Statement
Employees are expected to comply with all company policies, procedures, and applicable laws and regulations.
Disclaimer
This job description is intended to describe the general nature and level of work being performed. It is not an exhaustive list of all duties, responsibilities, or qualifications required. Management reserves the right to modify, assign, or reassign duties and responsibilities as business needs evolve.
Equal Opportunity
Equal Opportunity Employer: Minorities/Religion/Sex/Protected Veterans/Disability/Sexual Orientation/Gender Identity/Marital Status/Pregnancy/Age/National Origin/Genetic Information.
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