Financial Planning & Analysis Analyst

The Siegel Group•Paradise, NV

32d•Onsite

About The Position

The Siegel Group is seeking a highly analytical, business-minded Financial Planning & Analysis (FP&A) Analyst to support the financial and operating performance of the Siegel Suites® and Siegel Select® portfolio. The role is a key financial partner to Housing Operations, providing leadership with insight into property and portfolio performance, identifying trends and opportunities, and translating financial results into actionable business recommendations. Reporting directly to the President of Housing Operations, the FP&A Analyst works closely with Vice Presidents, Regional Managers, Finance, Accounting, and ownership. The position has significant organizational visibility and is responsible for preparing and presenting the monthly financial and operational review to ownership. The analyst investigates why performance changes, what those changes mean for the business, and what actions may improve future results. The role reviews property, regional, and consolidated financial and operating results; supports executive reporting, budgeting, forecasting, and longer-term planning; analyzes multifamily and operational performance; and builds financial models and decision-support tools. Success means providing leadership with accurate analysis and a clear understanding of portfolio performance, underlying business drivers, areas requiring attention, and the financial effects of operational decisions.

Requirements

Experience in FP&A, financial analysis, accounting, operational finance, real estate finance, or a similar analytical role.
Strong understanding of financial statements, budgeting, forecasting, variance analysis, and financial modeling.
Advanced Microsoft Excel skills, including analyzing, reconciling, organizing, and modeling large amounts of financial data.
Experience developing executive-level reports, dashboards, and financial presentations.
Ability to communicate financial results clearly and confidently to operational leaders, executives, and ownership.
Strong analytical and problem-solving skills, including the ability to connect financial results with operational activity.
Exceptional attention to detail and willingness to investigate discrepancies or results that do not appear reasonable.
Ability to manage multiple deadlines and recurring reporting cycles in a fast-paced, multi-property environment.
Strong interpersonal skills and ability to collaborate with Finance, Accounting, Operations, and senior leadership.
Ability to work independently, exercise sound judgment, and take ownership of reporting and analysis through executive presentation.

Nice To Haves

Bachelor's degree in Finance, Accounting, Economics, Business Administration, Real Estate, or a related field preferred.
Experience supporting multifamily housing, residential real estate, extended-stay lodging, hospitality, property management, or another multi-location business strongly preferred.
Understanding of multifamily or real estate operating metrics, particularly revenue, occupancy, NOI, payroll, operating expenses, and capital expenditures, preferred.

Responsibilities

Review monthly financial statements and operating results across the portfolio at the property, regional, and consolidated levels.
Analyze actual results against budget, forecast, prior year, and historical trends; investigate significant revenue, expense, NOI, occupancy, and operating variances.
Identify portfolio and property trends, risks, opportunities, and assets requiring additional operational attention.
Develop benchmarks and comparisons across properties, regions, and markets.
Partner with Finance and Accounting to investigate discrepancies and validate financial and operating information.
Analyze how operational activity and property-level decisions affect financial results and profitability.
Prepare the monthly financial and operating results presentation for ownership, including executive-level portfolio analysis.
Present monthly results directly to ownership, explaining variances, trends, emerging risks, opportunities, and recommended areas of focus.
Prepare executive summaries and weekly, monthly, quarterly, and ad hoc performance reporting for senior leaders.
Improve dashboards, reporting packages, and presentation materials to provide timely, actionable information.
Participate in annual budgeting and review property operating budgets and their assumptions.
Work with Operations and Finance to challenge and validate budget assumptions and align budgets with business expectations.
Maintain and support rolling forecasts, analyze changes from approved budgets and previous forecasts, and monitor performance against forecast.
Develop financial models and scenario analyses for occupancy, rates, staffing, expenses, capital investments, and other business drivers.
Assist with longer-term financial planning and portfolio business plans.
Analyze property and portfolio metrics, including revenue, NOI, occupancy, rates, collections, delinquency, available and down units or rooms, payroll, operating expenses, and capital spending.
Partner with Vice Presidents and Regional Managers to investigate underperformance and establish measurable methods for tracking improvement.
Evaluate the financial impact of pricing, staffing, marketing, operating, and property-improvement decisions.
Identify opportunities to improve NOI through revenue growth, expense management, operational efficiencies, and improved asset performance.
Monitor corrective-action initiatives and measure whether operational changes produce expected financial results.
Build and maintain models and perform scenario and sensitivity analyses to support operational and strategic decisions.
Evaluate returns and ongoing operating impacts of proposed property improvements, staffing changes, vendor decisions, and other investments.
Provide ad hoc financial analysis for initiatives, operational changes, and portfolio decisions.
Develop tools to help Operations leaders understand the financial impact of their decisions.
Identify opportunities to automate, streamline, and improve recurring financial reporting and analysis.