FP&A Analyst

Description

Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $300 million in equity capital and currently has over $600 million in assets under management. Our in-house management company is a leader in asset management; we have a tremendous amount of knowledge, blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 50 professionals in the corporate office dedicated to the in-house management of our 110+ assets spread across 30 states. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nation’s most prolific real estate asset management firms.

Job Summary:

The FP&A Analyst is responsible for analyzing financial data, developing forecasts and budgets, and providing insightful reports to management. Working with the Sr. FP&A Analyst, this role supports the financial planning process, monitors performance against targets, and identifies opportunities for improvement. The ideal candidate possesses strong analytical skills, a solid understanding of financial principles, and the ability to communicate complex information effectively.

 ** NOTE: This is not a remote position.  This is an in-person role in our Las Vegas (Summerlin) Office

FP&A Analyst Compensation (Full Time):

• Annual Salary $60,000-$70,000
• Potential Bonus Opportunities
• 401(k) Plan
• Medical benefit stipend of $525 per month
• Dental Insurance
• Vision Insurance
• Life, Hospital & Critical Illness Insurance benefits available
• Pet Insurance
• Holiday Pay
• Paid Time Off (PTO)
• Work/Home Life Balance
• Opportunities for Career Advancement

FP&A Analyst Responsibilities:

Financial Planning and Forecasting

• Develop and maintain financial models for forecasting revenue, expenses, and cash flow.
• Participate in the annual budgeting and quarterly forecasting processes.
• Analyze historical financial data to identify trends and variances.
• Collaborate with department heads to gather input for forecasts and budgets.

Financial Reporting and Analysis

• Prepare and distribute regular financial reports, including variance analysis and performance dashboards.
• Analyze actual financial results against budget and forecast, and provide explanations for variances.
• Identify key performance indicators (KPIs) and develop reports to track performance.
• Create ad-hoc financial analyses to support business decisions.

Business Partnering

• Partner with various departments to provide financial guidance and support.
• Assist in the development of business cases for new initiatives and investments.
• Provide financial analysis to support strategic planning and decision-making.
• Communicate financial information clearly and effectively to non-financial stakeholders.

Process Improvement

• Identify opportunities to improve financial processes and reporting.
• Assist in the implementation of new financial systems and tools.
• Document and maintain financial policies and procedures.

Data Management

• Ensure the accuracy and integrity of financial data.
• Utilize financial systems and tools to extract and analyze data.
• Develop and maintain databases and spreadsheets for financial analysis.

Other Duties

• Perform other duties as assigned by management.
• Stay up to date with new accounting and financial practices.

This job description outlines the general responsibilities of the role and may be subject to change based on business needs.

FP&A Analyst Qualifications: 

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required.
• 0–2 years of experience in financial analysis, accounting, budgeting, or a related field preferred. Relevant internships and academic experience will be considered.
• Strong proficiency in Microsoft Excel, including formulas, pivot tables, and data analysis.
• Foundational understanding of financial statements, budgeting, forecasting, and financial analysis.
• Strong analytical and problem-solving skills with excellent attention to detail.
• Ability to organize, interpret, and present financial data accurately and effectively.
• Strong written and verbal communication skills, including the ability to explain financial information clearly.
• Excellent organizational and time management skills with the ability to manage multiple priorities and meet deadlines.
• Self-motivated, eager to learn, and comfortable working in a collaborative, fast-paced environment.
• Familiarity with financial modeling, reporting tools, or business intelligence platforms is a plus.