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Financial Planning and Analysis Specialist

Chicago, IL 2 days ago

Job Description

Bridge Industrial is seeking a Financial Planning & Analysis (FP&A) Senior Associate to join its corporate team in our Chicago, IL Headquarters. The successful candidate will be heavily involved in maintaining and developing financial models for the company and certain joint ventures, analyzing performance, and communicating financial results to the Executive team and our investors in a timely manner.

Responsibilities:

  • Prepare and maintain corporate financial models for the real estate development and investment businesses
  • Maintain interim and annual financial budget projections
  • Collaborate with internal teams to ensure financial alignment across businesses, projects and regional markets
  • Review financial results and provide analysis on actuals versus budget, identify trends, and monitor impacts to key performance indicators
  • Participate in regular performance meetings with leadership
  • Monitor cash flows regularly for operations and real estate investment, and communicate expected capital contribution/distribution requirements to leadership
  • Communicate with management, lenders, investors, and partners regarding status and performance metrics, including key project drivers of results
  • Provide input on financial estimates necessary to complete monthly and quarterly financial close, ensuring accurate, complete, and timely data and reporting
  • Serve as key contributor on our ongoing business intelligence/data warehouse project
  • Assist team members in creating efficiencies utilizing data and systems
  • Ensure data accuracy and integrity through data checks and use of technologies
  • Prepare internal & external investment memos and presentations
  • Work with third party consultants on automated reports and processes to increase reporting efficiencies
  • Perform ad hoc projects and analysis on a frequent basis

Required Skills/Abilities:

  • High level of proficiency in Microsoft Excel and presentation programs (understanding of data visualization tools like Power BI, a plus)
  • High aptitude for financial analysis, especially financial modeling skills
  • Yardi experience required
  • Strong written, verbal, and presentation skills
  • Organized and detail-oriented
  • Strong work ethic and ability to be flexible and multitask
  • Self-motivated individual who strives for excellence in their work product

Education and Experience:

  • Bachelor’s Degree in Finance, Accounting, Real Estate, or other related business field
  • Minimum of 5 years of real estate, finance, or accounting experience
  • Experience in commercial real estate development a plus

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