
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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