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Daley And Associates, LLC Linkedin · Posted 1mo ago

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

Lake Worth, Florida, United States

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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 [email protected] for additional information.

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