Senior Analyst, FP&A

Description

The Senior Analyst, FP&A is responsible for building, maintaining, and optimizing MRR’s budgeting platform (Vena), ensuring accurate data, efficient workflows, and strong end-user experience. This role partners cross-functionally with Finance, IT, and Operations to support annual budgets, periodic forecasts, and the development of additional financial models and templates. The position requires strong financial acumen and advanced Excel/Vena expertise, along with the ability to support and train end users, providing timely insights that drive accurate, efficient, and strategic financial planning. 

Essential Duties/Responsibilities 

• Create and refine budget templates, manage data imports/exports, ensure data integrity and security, and control the workflow activities within Vena.  
• Work cross-functionally with Operations, Accounting, and IT to stabilize and optimize the budgeting process, ultimately helping the company achieve accurate, efficient, and insightful financial plans. 
• Responsible for owning and coordinating various portions of the Company’s budgeting processes by working with various departments to acquire, analyze, and model information and assumptions.   
• Continuously improve the MRR budgeting process: streamline workflows, enhance template functionality, and implement best practices for real estate financial planning. 
• Develop and maintain Vena budgeting templates, software data models, financial models, and reports to meet business requirements (e.g. property budgets, project forecasts).  
• Manage data integrations into Vena (upload actuals, maintain hierarchies, download reports) and verify accuracy of all budget data.  
• Administer Vena user security roles and permissions, maintaining proper controls and audit trails over budget changes. 
• Create and update documentation for FP&A procedures and systems. 
• Ensure quality standards and controls for the FP&A models. 
• Support end-users by providing training and troubleshooting; serve as the point of contact for any Vena-related issues or enhancements. 
• Oversee and support the annual budget cycle, coordinating input from all departments.  
• Evaluate, create new reports. 
• Demonstrate and maintain the highest quality of customer service to all customers (including prospects, residents, team members, vendor partners, and clients).  
• Adhere to all company policies, procedures, and business ethics and ensure that they are communicated and implemented as appropriate. 
• Other duties as assigned 

Requirements

Knowledge: 

• Strong understanding of Generally Accepted Accounting Principles (GAAP), including experience with financial reporting, forecasting, and analysis across the income statement, balance sheet and statement of cash flows 
• Strong understanding of Vena Solutions (or similar FP&A software) – including building templates/models, managing data loads, and supporting users 
• Understanding of budgeting, forecasting, and financial reporting concepts. Able to analyze financial data and communicate insights 

Skills: 

• High proficiency/expert understanding of the Microsoft Office suite, including Excel 
• Strong communication skills, both written and verbal with the ability to train users and collaborate with cross-functional teams 
• Strong time management, project management, prioritization, analytical, and organizational skills 
• Strong attention to detail, understanding the issues with a “big picture” business prospective 
• Proven track record to produce high quality work under deadlines 

Ability: 

• Demonstrate sound judgement, ingenuity, excellent problem solving, organizational skills and a proactive demeanor 
• Demonstrate a passion for enhancing the customer experience and working in a team environment 
• Ability to manage multiple projects simultaneously, work within a team environment, and with other departments 
• Demonstrate an ability to collaborate virtually 

Education: 

• Bachelor’s degree or higher in Finance, Accounting, Information Systems, or a related field 
• Experience: 
• Minimum 3 years’ experience in financial planning & analysis, budgeting, or accounting 
• Experience leading a budget process or finance team 
• Prior Multifamily or Real Estate experience required  

Application deadline 2/28/26 if a candidate is not selected by that date later applicants may be considered.