Hiring: Financial Planning And Analysis
Company Overview
Gallagher & Mohan is a distinguished firm specializing in delivering world-class financial analysis, marketing expertise, and accounting support tailored to the real estate sector. We serve an exclusive clientele of private equity investors, developers, fund managers, brokers, and other industry leaders. Renowned for our commitment to excellence, clear communication, and strong work ethic, we seamlessly integrate with our clients teams to create long-term value. Our portfolio spans diverse real estate transactions—from multifamily apartment communities to large-scale office towers across the United States and European markets, with deal sizes typically ranging from $25 million to over $500 million USD.
Role Overview
We are seeking a Senior Financial Planning and Analysis (FP&A) professional to support our Finance Director and senior leadership team. This role focuses on analysing advanced financial models, maintaining investor and loan databases, supporting capital raising efforts, and delivering strategic financial insights.
The ideal candidate will have a strong background in Excel-based modeling, Yardi software, multifamily real estate in the U.S., and private equity finance.
Responsibilities
- Perform review of monthly property financial statements, including analysis of balance sheet, income statement and variance report, to support portfolio performance reporting for senior management, lenders and investors.
- Assess project and partnership risk factors as they pertain to compliance with Section 42 (LIHTC) provisions, terms of the partnership agreement, loan documents, LURAs, QAPs, and tax credit application.
- Analyze property performance, valuation, market trends and operational strengths and weaknesses to inform strategies for maximizing value to the company.
- Provide operational feedback to Construction and Development teams to inform design, leasing, financing and disposition strategies for new development projects.
- Support due diligence efforts related to the acquisition, capitalization and disposition of assets.
- Coordinate regular asset calls and site visits with property management teams to ensure goals and budgets are being met, and if not, determine strategies for corrective action.
- Negotiate and monitor contracts including leases, management agreements, vendor contracts, utility contracts, etc. to protect ownership rights and ensure contract compliance.
- Establish strategies for the resolution of insurance claims and tenant legal proceedings related to non-payment, illegal, and fraudulent activity at the property and/or tenant level.
What We Are Looking For
Requirements – Skills, Knowledge, and Abilities:
- Bachelor's Degree with a concentration in Real Estate, Finance, or Business preferred
- Advanced degree preferred but not required
- 2-5 years of relevant experience in multi-family asset management (GP side)
- Experience with Yardi/Real Page
- Strong analytical and quantitative skills with emphasis in financial analysis
- Understanding of real estate accounting principles and financial reporting procedures with ability to analyze variances.
- Able to read, analyze, and interpret complex business documents including leases, financial reports, contracts, loan documents and regulatory agreements.
- Proficiency with Microsoft Office suite. Strong understanding of Excel is a must.
- Able to work proactively, independently and as a strategic partner in a team environment
- Effective presentation and communication skills, both verbal and written.
Desired Qualifications
- Working knowledge of Section 42 (LIHTC) principles and requirements
- Experience with MRI Developer Central a big plus
Job Details
- Title: Financial Planning And Analysis
- Department: Financial Analysis
- Employment Type: Full-Time, Permanent
- Location: Remote (New Delhi)
- Shift Timings: EST/PST (US Time Zone)
Join Gallagher & Mohan to apply your expertise in Financial modelling and analysis, driving impactful financial analysis and strategic decision-making in our dynamic real estate investment environment.
