Senior FP&A Analyst

The Sr FP&A Analyst meets with Executive Director of Developer Services and as necessary, developer teams and their consultants, regularly to prepare and review residential budgets as well as other projects that have shared budgets (costs that are shared between various parcels such as hotel, residents, office, commercial, etc.), operating and budgets for future and current projects.

As a team member of KW PROPERTY MANAGEMENT & CONSULTING, you are expected to understand and support the mission statement of the company and practice our GREAT values every day. These values include but are not limited to greeting and smiling; showing respect with name recognition and eye contact; accepting the empowerment to exceed everyone's expectations and showing enthusiasm for your position and duties; being accountable to show a positive attitude and accountable for your actions; and be trustworthy in your duties and transparent in everything you do. These are our GREAT values and part of your work practices and expected as part of your daily activities while working at KW Property Management and Consulting.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Meet with Developer team, clients and consultants on a regular basis, assisting with obtaining supporting information for projects including budget estimates.
• Assist in establishing policies and procedures for budgeting, as needed.
• Assist in establishing benchmarking for various project operating costs.
• Assist in problem solving as needed.
• Gather specific data including market trends on labor costs and other financial metrics.
• Assist with any training on budgets as needed.
• If requested, participate in Regional DM meetings and other corporate or industry meetings held.
• Periodically meet with Boards, Developers, Consultants and KWPM staff to accumulate, discuss and provide budget information.
• Assist Developer team as necessary by responding to requests from Boards, Developers and/or KWPM staff within a timely manner. As a form of policy, a professional response must be provided within 24 hours of request. If request cannot be turned around in prescribed timeframe, then team member must inform requester of such.
• Respond to requests from corporate staff within a timely manner, as stated above.
• Keep abreast of any material expenses that may affect budgeting.
• Assess tasks and prioritize them to ensure completion of deliverables by deadlines.
• Clear review notes.
• Perform administrative functions including but not limited to record keeping, accounts receivables and billing, tracking the progression of projects, and assistance and support with the preopening of new development properties.
• Track important dates and meetings, such as design meetings, legal meetings, budget meetings, etc.
• Train on budget process and /or utilization of budget template.
• Work with financial institutions as needed.
• Review association governing documents and extract pertinent information for budget preparation.
• Use of KWPMC systems.

This position has no supervisory responsibilities.

This job operates in a professional office environment. This role routinely uses standard office equipment.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk and hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. The employee will be required lift objects up to 25 lbs.

This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m. This schedule may change to accommodate the business needs of the company.

Some travel may be required to attend client meetings, company sponsored meetings and trainings.

Job Requirements:

• 3-5 years' work experience preparing budgets.
• 3-5 years of industry experience preferred.
• Bachelor's degree in finance, Business Administration, or other Business Degree.
• Solid understanding of budgeting for not-for-profit entities (HOA, Condo Association, etc.)
• Demonstrate strong organizational skills and a commitment to meeting reporting deadlines.
• Ability to prioritize and multi-task.
• Must be proficient in Microsoft Office (e.g. Excel and Word) with advanced Excel Skills (Pivot Tables, Lookups, etc.)
• Knowledge and experience with Power BI is a strong plus

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Receipt and Acknowledgement

The above statements are intended to describe the general nature and level of work being performed. It is not intended to be an exhaustive list of all responsibilities, duties or skills necessary for this position. Specific responsibilities, duties and/or skills may change at any time. Receipt of the position description does not imply or create a promise of employment, nor an employment contract of any kind. I hereby acknowledge that I have read and understand this documentThis job description has been approved by all levels of management: