Financial Analyst, FP&A Full Time

The Financial Analyst, Financial Planning & Analysis (FP&A) supports core forecasting, financial modeling, and analytical processes that drive portfolio and enterprise performance. This role works closely with a team of analysts and cross-functional partners to enhance forecasting models, develop presentation materials, analyze business trends, and support strategic decision-making. The Analyst will also prepare materials for senior and executive leadership, including monthly business reviews, quarterly earnings, board presentations, investor materials, and other ad hoc analysis.

Key Responsibilities

• Compare forecast against results and create detailed variance analyses.
• Analyze financial performance and communicate trends, insights, and findings to management.
• Support the continued development and enhancement of forecasting models and analytical tools.
• Gather and consolidate data from multiple sources to inform forecasting, planning, and strategy.
• Monitor KPIs and leading indicators to improve forecast accuracy and business insights.
• Create high-quality presentations for internal and external audiences, including monthly business reviews, earnings calls, board meetings, and investor presentations.
• Identify opportunities for new reporting, tools, or models to support company initiatives and growth.
• Engage frequently with senior and executive leadership (SVPs, CEO, CFO) to support data-driven decision-making.
• Conduct ad hoc reporting and analysis as needed.
• Collaborate with and periodically travel to operators and assets to deepen portfolio knowledge and relationships.

Qualifications

• Bachelor’s degree in business, accounting, finance, real estate, or a related field.
• 1+ years of experience in budgeting, forecasting, financial modeling, analytics, reporting, planning, or similar fields.
• Must be located in the Chicago, IL surrounding area or willing to relocate for the duration of employment.
• Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations.
• Understanding of financial statements (income statement, balance sheet, cash flow).
• Strong financial modeling skills in Microsoft Excel; experience with Cube functions is a plus.
• Experience with visualization or presentation tools (e.g., PowerPoint, Tableau).
• Must be legally authorized to work in the United States without need for employer sponsorship now or in the future

Source: Ventas Career Page

Tagged as: REIT