Financial Planning and Analyst

Our client in the real estate industry is looking for a Financial Planning and Analyst to join their team in the Palo Alto


Job Description:

  • Analyze current and past trends in key performance indicators
  • Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
  • Oversee and manage the continued development of Budgeting, Financial Forecasting, Compensation Modelling, Operating Planning and other Modeling tools
  • Prepare quarterly and monthly financial & sales reports
  • Develop financial models and analyses to support strategic initiatives
  • Analyze complex financial information and reports



  • MBA preferred
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work independently and take initiative
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Able to adapt to changing priorities
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in accounting, finance, business, statistics or related field and a minimum of 4 years’ relevant experience

Ref #24530

Dora DangFinancial Planning and Analyst