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Senior FP&A Associate

CFS, Shelton, CT, United States

Duration: Full Time


Senior FP&A Associate


Location: Shelton, CT


Salary: $105-150k depending on experience + 15% bonus



Why This Senior FP&A Associate Opportunity?



  • Own company-wide projections across a real estate portfolio

  • Direct exposure to CEO and board

  • High-impact role tied to strategy and capital allocation

  • Cross-functional with Dev, AM, Accounting, Finance

  • Clear upside as the company scales



Responsibilities of Senior FP&A Associate:



  • Develop and maintain aggregate financial forecasts, cash flow projections, and performance dashboards.

  • Translate project-level data into corporate-level insights and ensure reporting aligns with strategic KPIs.

  • Track company-wide progress against financial and operational targets; investigate and explain variances.

  • Reconcile project data across proformas and internal databases, identifying and resolving discrepancies.

  • Track and maintain accurate corporate-level reporting on the development pipeline and financial performance.

  • Implement controls and best practices to improve data accuracy, consistency, and timeliness.

  • Prepare executive-level presentations and reports summarizing portfolio performance, risks, and opportunities.

  • Conduct scenario analysis and sensitivity testing to support corporate strategy and investment decisions.

  • Provide ad hoc analysis for senior management and investment committees.

  • Partner with Development and Asset Management teams to ensure project-level inputs are accurate and consistent.

  • Support Accounting with corporate reporting needs, particularly where financial data intersects with operational metrics including liquidity projections.

  • Assist in capital markets activity, including fundraising support and lender reporting, when required.



Preferred Qualifications of Senior FP&A Associate:



  • 5+ years FP&A with real estate exposure (REIT, multifamily, development, or investment)

  • Advanced modeling – builds from scratch

  • Pro formas, forecasting, portfolio-level analytics

  • Knowledge of FFO, NOI, and real estate KPIs

  • Comfortable with messy data and multiple systems

  • Strong communicator with leadership presence



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