Senior Financial Planning Analyst
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Job Description
Senior FP&A Analyst managing joint-venture reporting, forecasting, budgeting, and waterfall economics for a data center development portfolio. Translating complex project finance data into leadership-ready insights.
Responsibilities:
- Own the recurring reporting package delivered to the joint venture partner, ensuring accurate and timely deliverables.
- Prepare project-level and facility-level P&L reporting, monthly variance analysis, commentary, and distribution.
- Support compliance certificates, financial statements, and lender- or investor-required deliverables.
- Track and reconcile capital contributions, capital accounts, and incentive/promote calculations against return waterfall mechanics.
- Build and maintain driver-based project forecasting models incorporating construction draws, phased delivery timing, and stabilization assumptions.
- Own the annual business plan and project budget, coordinating inputs across Project Delivery, Operations, and the joint venture partner's asset management team.
- Monitor actual development costs against budget and escalate material cost or return variances.
- Partner with Accounting on joint venture entity treatment in corporate consolidation, including consolidation versus equity-method accounting.
- Maintain the corporate cost allocation methodology for shared joint venture costs.
- Reconcile general ledger data to joint venture and lender reporting outputs and resolve discrepancies.
- Serve as the embedded FP&A contact for Legal, Accounting, Treasury, Development, and partner requests.
- Support ad hoc financial analysis and business cases, including cost-benefit analysis, valuation support, and scenario modeling.
- Identify, document, and resolve data quality issues in source systems and reporting outputs.
- Contribute to joint venture reporting processes, templates, and standards.
Requirements:
- Bachelor's degree in Finance, Accounting, Real Estate Finance, or related field.
- 5–7+ years of FP&A, financial analysis, project/real estate finance, or relevant accounting experience.
- Advanced Excel proficiency, including financial modeling, XLOOKUP, INDEX/MATCH, pivot tables, and multi-source data consolidation.
- Power Query experience strongly preferred.
- Working knowledge of private equity and joint venture structures, including capital contributions, preferred return and profit-split waterfalls, capital accounts, and incentive/promote calculations.
- Ability to translate legal and partnership agreement language into documented finance processes and reporting calendars.
- Strong understanding of GAAP accounting principles, including accruals, prepaids, depreciation, capitalization policy, and CapEx versus OpEx classification.
- Experience managing external-facing, contractually driven reporting deadlines.
- Strong analytical and communication skills for complex, multi-entity financial data and executive-ready reporting.
- Ability to manage multiple workstreams independently and prioritize under tight deadlines.
- Experience in capital-intensive industries such as data centers, real estate, energy, infrastructure, or project-based environments strongly preferred.
- Exposure to joint venture, fund, or PE-backed reporting obligations is a meaningful differentiator.
- Demonstrated ownership of a full reporting cycle: close, variance analysis, commentary, and distribution.
- Experience building or maintaining project-, property-, or site-level P&L models preferred.
- Prior ownership of a budget or forecasting process for one or more cost centers.
- Proficiency with ERP or financial reporting systems; NetSuite experience a plus.
- Experience at a PE-backed, joint-venture-structured, or high-growth company a plus.
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