Sr Associate, Financial Planning & Analysis

Brookfield Asset ManagementCharleston, SC
Onsite

About The Position

At Maymont Homes, success is built on people, residents, and the team, transforming the single-family rental experience through innovation, quality, and genuine care. With over 20,000 homes across 47+ markets and 25+ build-to-rent communities, Maymont Homes, part of Brookfield, is a rapidly growing industry leader recognized as a Certified™ Great Place to Work®. The Senior Associate, Financial Planning & Analysis (FP&A) is a key senior individual contributor responsible for financial, analytical, and strategic investment management across a large-scale single-family rental (SFR) and build-for-rent (BTR) investment platform. This role involves setting FP&A standards, owning core financial models, operating with minimal oversight, and mentoring junior team members. The primary responsibility is building and maintaining financial models for cash flow projections, valuation, and ad hoc analyses to forecast and evaluate investment performance and support strategic decision-making, offering significant exposure to executive leadership and institutional investor communications.

Requirements

  • Bachelor’s degree in finance, accounting, banking, and/or real estate, or MBA degree
  • 5+ years of hands-on real estate FP&A experience, including ownership of operating forecasts, budgets, and financial models used by senior leadership
  • Demonstrated experience working in fast-scaling or operationally complex environments with evolving data and reporting structures
  • Demonstrated ability to independently manage forecast and valuation workflows and guide/review analysts
  • Advanced understanding of real estate cash flow and valuation modeling, as well as investment performance metrics
  • Strong experience with operating FP&A processes including budgeting, forecasting, variance analysis, and KPI reporting
  • Ability to translate complex financial results into clear insights for non-finance stakeholders
  • Advanced proficiency in Excel
  • Excellent communication skills, both verbal and written
  • Good quantitative judgment, time management, and attention to details
  • Ability to thrive in a high growth and autonomous environment

Nice To Haves

  • Experience supporting institutional-scale, multi-entity real estate portfolios (SFR, BTR, or similar preferred)

Responsibilities

  • Maintain and build various in-house real estate cash flow models to forecast investment performance at the fund, project, and/or market level using return metrics including IRR and MOIC
  • Develop periodic reforecasts of return expectations accounting for actual financial results and go-forward assumptions
  • Lead operating forecasts (monthly/quarterly) including actuals vs. plan analysis, variance identification, and forward-looking projections in partnership with operational stakeholders
  • Collaborate across functions with colleagues from investments, asset management, development, and capital markets to perform financial analytics
  • Partner directly with Operations and Asset Management teams to translate business drivers into financial forecasts and actionable insights
  • Provide analytical support for executive and operational decision-making regarding investment exit scenarios, fund hold periods, buy/sell options, refinancings, and other investment lifecycle events
  • Prepare periodic fund/portfolio valuations using discounted cash flow, sales comparison, cost basis, and direct capitalization methods
  • Analyze gross asset value (GAV), net asset value (NAV), and mark-to-market performance metrics
  • Maintain and build in-house valuation models for recurring investor reporting and presentations
  • Keep track of residential home pricing and cap rate trends by sector and market to align model assumptions
  • Maintain collaborative and productive relationships with third-party asset valuation partners for routine fair market value reporting
  • Lead quarterly and monthly FP&A processes including budgeting, forecasting, KPI reporting, and executive-level deliverables
  • Prepare materials for investment committee, capital markets analyses, and investor relations
  • Support analysts on technical cash flow and valuation principles
  • Serve as a technical mentor and reviewer for junior analysts, ensuring quality, consistency, and adherence to modeling and reporting standards
  • Drive ongoing efforts related to process improvements including identifying, recommending, and executing enhancements to modeling, cash flow, and valuation procedures
  • Establish and maintain scalable FP&A processes and reporting frameworks across a rapidly growing, multi-entity platform
  • Operate effectively in environments with imperfect or evolving data, implementing structure and controls where needed
  • Perform other duties as assigned to support business objectives
  • Ensure precision, accuracy, and practicality of new financial models and functionality enhancements to existing models
  • Achieve 100% on-time reporting of return forecasts and valuations, ad hoc strategic analyses, and other deliverables
  • Provide effective leadership of analyst team
  • Ensure quality and usability of FP&A outputs for executive decision-making (budgets, forecasts, KPIs, variance analysis)

Benefits

  • 5% 401(k) match
  • Wellness credits that reduce healthcare costs
  • Up to 160 hours of PTO annually for full-time employees
  • Meaningful opportunities to grow skills, advance career, and make an impact
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