Financial Planning - Orlando

Only for registered members Orlando, United States

23 hours ago

Default job background
Full time $80,000 - $120,000 (USD) per year
Kimaya is a third-generation, family-owned, commercial real estate firm based in Central Florida known for providing uncompromised quality, expert market knowledge, and long-term value for our partners and investors. Our diverse development portfolio includes multifamily, Build t ...
Job description

Kimaya is a third-generation, family-owned, commercial real estate firm based in Central Florida known for providing uncompromised quality, expert market knowledge, and long-term value for our partners and investors. Our diverse development portfolio includes multifamily, Build to Rent, senior living, hotel, and retail. Kimaya was formed in 2015 as a commercial subsidiary of Park Square Enterprises, LLC, an Orlando-based real estate development company founded in 1984 by Braham Aggarwal and his son-in-law, Suresh Gupta. One of Central Florida's premier developers, Park Square Enterprises, has been family-owned and operated for more than 35 years. Today, both Kimaya and Park Square Enterprises are led by Vishaal Gupta, son of Suresh Gupta, bringing three generations of superb family leadership and values to the organization.

Position Summary

The FP&A Manager is a critical financial partner within Kimaya's rapidly expanding commercial real estate platform. This role supports financial planning, performance optimization , investor reporting, other strategic projects, and underwriting across a diverse portfolio that includes multifamily, build-to-rent communities, senior living (including 55+), hospitality, and retail.

Key Responsibilities

Financial Planning, Forecasting & Performance Management

  • Lead budgeting, forecasting, and variance reporting for both development and operating assets at the individual project and consolidated levels.
  • Monitor operating performance across the portfolio, delivering variance analyses and performance insights for leadership.
  • Develop dashboards, KPIs, and financial summaries to support executive and board-level decision-making.
  • Partner with the Asset Manager to optimize revenue, expenses, operational performance, and capital planning across third-party property management relationships.

Financial Modeling & Underwriting

  • Build, maintain, and enhance detailed financial models, including development pro formas, investor waterfalls, sensitivity analyses, consolidated cash flows, and portfolio-level budgets.
  • Support development and acquisitions teams with underwriting, financial diligence, and evaluation of new opportunities across all asset types.

Investor & Lender Reporting

  • Prepare quarterly investor reporting packages that include project-level and portfolio-level financial results, variance commentary, and KPI updates.
  • Assist in creation and refinement of investor decks, presentations, and capital raise materials.
  • Support lender reporting requirements, ongoing compliance obligations, and preparation of financial documentation.
  • Assist with stress-testing and forward forecasting of financial covenants and lender compliance metrics.

Systems, Optimization & Strategic Initiatives

  • Lead the implementation of asset management software platforms, ensuring accurate setup, integration, and ongoing reporting.
  • Identify opportunities to integrate AI tools to increase efficiency in underwriting, modeling, capital raise workflows, and investor presentation development.
  • Collaborate with senior leadership on strategic initiatives and special projects as assigned.
  • Provide mentorship and occasional oversight to junior analysts or interns.

Qualifications:

  • Bachelor's degree in Finance, Accounting, Real Estate, or a related field (MBA or advanced degree preferred).
  • 5–7 years of progressive experience in FP&A, corporate finance, or real estate financial analysis.
  • Direct exposure to real estate development, asset management, or investment analysis within multifamily, BTR, rental communities, senior living, or hospitality sectors.
  • Advanced financial modeling capabilities, including development pro formas, IRR modeling, scenario analysis, and equity waterfall structures.
  • Strong understanding of real estate investment and operational metrics (NOI, IRR, equity multiple, DSCR, cap rates).
  • Demonstrated ability to prepare concise, executive-level financial presentations and investor-ready reports.
  • Highly organized, detail-oriented, and able to manage multiple deadlines in a fast-paced hands on environment.
  • Strong communication and interpersonal skills, with the ability to partner across development, finance, and operations.

Skills & Competencies:

  • Advanced financial modeling and analytical skills, with the ability to build and interpret complex development pro formas, investor waterfalls, and portfolio cash flows.
  • Strong understanding of real estate finance, capital structures, and investment metrics (NOI, IRR, DSCR, equity multiple, etc.).
  • High proficiency in Excel, PowerPoint, and financial analysis tools; familiarity with asset management or BI platforms is a plus.
  • Strong business acumen with the ability to interpret financial results and translate insights into clear recommendations.
  • Excellent verbal and written communication skills, with experience presenting to executives, investors, and external partners.
  • Strong organizational and time-management abilities, with the capacity to manage multiple projects and deadlines simultaneously.
  • Detail-oriented, self-motivated, and able to work both independently and collaboratively in a fast-paced, entrepreneurial environment.
  • Ability to maintain confidentiality and handle sensitive financial information with discretion.
  • Problem-solving mindset with a proactive approach to identifying process improvements and operational efficiencies.

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer.
  • Ability to lift up to 15 pounds occasionally (e.g., documents, presentation materials, equipment).
  • Must be able to navigate office environments, attend onsite meetings, and travel to properties or project sites as needed.
  • Ability to work standard business hours, with occasional extended hours during peak reporting periods or special projects.


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