Conifer Realty · 6 hours ago
Senior Analyst, Corporate FP&A
Rochester, NY
Full-time
Hybrid
Mid, Senior Level
$75K/yr - $100K/yr
3+ years expConifer Realty is a professional, service-oriented organization seeking a Senior Analyst for their Corporate FP&A team. This role involves developing financial reports and forecasts to enhance decision-making and requires a blend of analytical skills and hands-on reporting.
Building MaterialConstructionProperty ManagementReal Estate
Responsibilities
Maintain and improve corporate and consolidated forecasting models, including the consolidated property valuation
Support the annual budget and quarterly updates, including assumption gathering and model updates
Run scenario analyses across revenue, staffing, operating costs, and capital planning
Consolidate various inputs from Property Management, Development, Portfolio Management, and corporate departments
Produce monthly results packages with clear variance explanations and performance insights
Support monthly board and quarterly lender reporting by preparing financial packages and calculating covenant ratios
Build standardized templates for budgets, forecasts, headcount planning, and reporting
Build and maintain dashboards and recurring reports using Excel and BI tools
Support lender, investor, and internal reporting requirements
Ensure accurate, consistent metrics across the enterprise
Work with operations leaders to understand trends, manage budgets, and identify risks and opportunities
Support Return on Labor (ROL) analytics, overhead allocations, and property-level performance visibility
Provide consolidated forecasting impacts for Development and Acquisitions, as needed
Help implement AI tools across FP&A by pulling structured data sets, preparing training inputs, and testing new workflows
Partner with the internal Yardi reporting team to enhance data extraction, automate recurring reports, and improve model feeds
Identify opportunities to streamline processes and reduce manual reporting through automation
Assist with board and leadership presentations
Support strategic initiatives, portfolio analysis, and operational improvement efforts
Qualification
Required
3 - 5 years in FP&A, Corporate Finance, Accounting, or similar analytical roles
Strong understanding of financial statements, GAAP accounting, and variance analysis
Bachelor's degree in Accounting, Finance, Economics, Business, or related field required
Strong Excel proficiency (formulas, pivot tables, data modeling)
Ability to learn ERP and reporting systems (Yardi, Sage Intacct, Power BI)
Strong analytical and problem-solving skills
Comfort working with large datasets
Detail-oriented, curious, and eager to learn
Clear communicator
Able to translate data into insights
Organized and proactive
Able to meet deadlines
Team-oriented and aligned with Conifer's mission and values
Preferred
Experience in real estate, affordable housing, nonprofit, or development finance is a plus
Benefits
Ongoing training and development
13 holidays
15 days paid time off
401K with company match
Medical
HSA
Dependent care Flex account
Dental
Vision
Company-paid life
Short and long-term disability insurances
Wellness program
Company
Conifer Realty
Conifer is a full-service real estate company that develops, constructs, owns and manages high-quality, affordable housing communities.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$10MKey Investors
TD Bank
2019-12-18Series Unknown
2017-01-04Debt Financing· $10M
Leadership Team
Tom Johnson
Retired EVP at Conifer Realty, LLC
Recent News
2025-07-07
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