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FP&A Associate Commercial Real Estate (125K + bonus)

Daley and Associates

Lake Worth, MA

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JOB DETAILS
SKILLS
Accounting, Ad Hoc Financial Modeling, Analysis Skills, Budget Management, Budgeting, Business Support, Capital Budgeting, Capital Markets, Cash Flow, Commercial Real Estate, Communication Skills, Corporate Finance, Cross-Functional, Detail Oriented, Economics, Entrepreneurship, Finance, Financial Modeling, Financial Planning, Financial Planning and Analysis (FP&A), Financial Reporting, Financial Systems, Forecasting, Hyperion, Investment Accounting, Investment Analysis, Investment Management, Investment Services, J D Edwards, Leadership, Microsoft PowerPoint, Model Review, Organizational Skills, Performance Metrics, Profit & Loss, Real Estate Development, Strategic Analysis, Strategic Planning, Team Player, Underwriting
LOCATION
Lake Worth, MA
POSTED
30+ days ago
FP&A Associate - Commercial Real Estate (South Florida)

Our client, a highly regarded and rapidly growing real estate investment and development platform, is seeking an FP&A Associate to join its South Florida finance team. This is an outstanding opportunity to join a sophisticated organization with a large-scale, institutional-quality portfolio spanning mixed-use, residential, hospitality, and commercial developments.

This role will work closely with senior leadership and play a key part in financial planning, forecasting, budgeting, capital planning, and strategic analysis across a dynamic development portfolio.

Responsibilities
  • Assist in preparing monthly, quarterly, and annual financial reporting packages for senior management
  • Support consolidated budgeting, forecasting, and long-range planning processes
  • Maintain and enhance project-level and platform-level cash flow models
  • Analyze budget vs. actual variances and communicate key business drivers
  • Prepare consolidated P&L and cash flow reporting packages
  • Support capital call preparation and investor-related reporting
  • Assist with portfolio-level financial modeling, KPI reporting, and strategic analyses
  • Manage overhead budgeting and quarterly reforecasting processes
  • Conduct ad hoc financial analysis to support business decisions and development initiatives
  • Review underwriting models, project waterfalls, and financial forecasts
  • Partner cross-functionally with development, accounting, and executive leadership teams
Qualifications
  • Bachelor’s degree in Finance, Accounting, Economics, or related field
  • 3–5 years of experience in FP&A, corporate finance, accounting, investment analysis, or related finance functions
  • Advanced Excel modeling skills required
  • Strong PowerPoint and presentation capabilities
  • Excellent analytical, organizational, and communication skills
  • Ability to operate in a fast-paced, entrepreneurial environment
  • Strong attention to detail with a proactive, solutions-oriented mindset
  • Experience with financial systems such as Hyperion, JD Edwards, or similar platforms is a plus
  • Exposure to real estate finance, development, private equity, or capital markets is strongly preferred
Ideal Backgrounds
We are particularly interested in candidates coming from:
  • Real estate finance or development
  • Corporate FP&A
  • Investment banking
  • Big 4 advisory/transaction services
  • Private equity or investment management support functions
Why This Opportunity
  • Exposure to high-profile, large-scale development projects
  • Significant interaction with senior executives and decision-makers
  • Highly visible role with strong growth potential
  • Collaborative, entrepreneurial team environment
  • Competitive compensation, bonus, and a comprehensive benefits package
If interested, please message Kyle Archer at karcher@daleyaa.com for additional information.

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About the Company

D

Daley and Associates

Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.


Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.

COMPANY SIZE
20 to 49 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2005
WEBSITE
http://daleyaa.com/

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