Sr Associate, Financial Planning & Analysis
Job
BSFR Property Management LLC
Charleston, SC (In Person)
Full-Time
Review key factors to help you decide if the role fits your goals.
Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
74
out of 100
Average of individual scores
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
Location Charleston
- 997 Morrison Drive, Suite 402 Business Our Growth, Your Opportunity At Maymont Homes, our success starts with people, our residents and our team.
- 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 Valuation
- 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 FP&A and 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
Performance Expectations & Key Metrics:
- Precision, accuracy, and practicality of new financial models and functionality enhancements to existing models
- 100% on-time reporting of return forecasts and valuations, ad hoc strategic analyses, and other deliverables
- Effective leadership of analyst team
- Quality and usability of FP&A outputs for executive decision-making (budgets, forecasts, KPIs, variance analysis) Required Qualifications Education
- Bachelor's degree in finance, accounting, banking, and/or real estate, or MBA degree Experience
- 5+ years of hands-on real estate FP&A experience, including ownership of operating forecasts, budgets, and financial models used by senior leadership
- Experience supporting institutional-scale, multi-entity real estate portfolios (SFR, BTR, or similar preferred)
- Demonstrated experience working in fast-scaling or operationally complex environments with evolving data and reporting structures Skills & Competencies
- 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 Physical Requirements The physical requirements described below are representative of those necessary to successfully perform the essential functions of this position:
- Ability to work at a computer for extended periods of time
- Ability to communicate effectively in English, both verbally and in writing
- Ability to lift and move items weighing up to 25 pounds, if necessary
- Ability to sit, stand, walk, bend, and climb stairs as required
- Manual dexterity sufficient for regular keyboard and office equipment use Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. Work Environment
- Fast-paced office environment with frequent interruptions and changing priorities
- Interaction with internal stakeholders, regulatory agencies, and external partners
- Occasional extended hours may be required based on business needs
- Regular in-office attendance required, as applicable Compliance Statement Employees are expected to comply with all company policies, procedures, and applicable laws and regulations.
- "We Positively Impact the Lives in the Communities We Serve." Every role contributes to this purpose, helping families find a place to call home while making a difference in the communities we support. Certified Great Place to Work®
- Our people make us who we are. This certification celebrates the values and culture that fuel collaboration, innovation, and care. Outstanding Benefits
- Backed by Brookfield, our benefits include a 5% 401(k) match, wellness credits that reduce healthcare costs, and up to 160 hours of PTO annually for full-time employees. Career Growth
- With continued expansion planned for Maymont, you'll find meaningful opportunities to grow your skills, advance your career, and make an impact. Strong Foundation
- As part of Brookfield Asset Management, one of the world's largest real estate asset managers, we have the stability, resources, and vision to keep growing.
Equal Opportunity Employer:
Minorities/Religion/Sex/Protected Veterans/Disability/Sexual Orientation/Gender Identity/Marital Status/Pregnancy/Age/National Origin/Genetic Information. #MYMT At Brookfield Properties, our success starts with our people. People like you. We develop, operate, and manage more than 600 locations, 1500+ buildings and over 280 million square feet of real estate across the globe. It's a feat that wouldn't be possible without our team, a diverse group of creative visionaries and innovative experts who are relentless in pursuit of one goal: to ensure our buildings don't simply meet the needs of our tenants, residents, and communities — but exceed them, every day.Similar remote jobs
LifeStance Health
Suffolk, VA
Posted2 days ago
Updated1 day ago
Lyn-Lake Psychotherapy and Wellness
Minneapolis, MN
Posted2 days ago
Updated1 day ago
Similar jobs in Charleston, SC
Dogstar Pet Care
Charleston, SC
Posted2 days ago
Updated1 day ago
Sylvester & Cockrum Inc
Charleston, SC
Posted2 days ago
Updated1 day ago
Similar jobs in South Carolina
Spectraforce Technologies Inc
Columbia, SC
Posted2 days ago
Updated1 day ago
Southern Tank Transport
Holly Hill, SC
Posted2 days ago
Updated1 day ago
Cryogenic Technology Resources (CTR)
Rock Hill, SC
Posted2 days ago
Updated1 day ago