Speed Bay Warehouse Solutions · 1 day ago
Financial Planning and Analysis Associate
Denver, Colorado
Full-time
Onsite
Entry, Mid Level
$120K/yr - $180K/yr
2+ years expSpeed Bay Warehouse Solutions is a vertically integrated real estate investment and management platform focused on acquiring and operating shallow bay, multi-tenant light industrial assets in prime infill markets throughout the U.S. The Financial Planning and Analysis Associate will operate and enhance the existing real estate fund model while supporting key portfolio management, corporate finance, and strategic functions.
Real Estate
Responsibilities
Own and operate the existing fund model, including monthly and/or quarterly updates to actuals and forecasts
Coordinate with Portfolio Manager, asset managers and accounting team to incorporate property level financials and valuations, ensuring accurate aggregation at the fund level
Support preparation of fund reporting packages for fund LPs and firm leadership
Track fund level cash flow, KPIs, and liquidity; collaborate with CFO on fund budgeting and scenario planning
Monitor fund level leverage and debt covenants, support preparation of compliance materials and lender reporting
Assist on new debt raises and refinancings, including analysis of terms, covenants, and integration in the fund model
Support AI-related initiatives to improve forecasting, reporting, and investment analysis
Assist in the preparation of corporate-level analysis, negotiation of investor terms, and other ad-hoc strategic initiatives
Qualification
Required
2–6 years of experience in investment banking, REITs or real assets, private equity, corporate finance or accounting
Expert‑level Excel capabilities; able to work efficiently in large, complex models; highly disciplined with a reputation for 'getting the numbers right.'
Strong foundations in corporate finance and accounting, including cash flow analysis, debt and covenant mechanics, and valuation concepts
Clear communicator, organized, detail oriented, and comfortable working directly with senior leaders in a lean team environment
Preferred
Real estate experience and familiarity with fund economics (waterfall and fee structures) are preferred but not required; must be comfortable ramping quickly on these concepts
Benefits
Benefits package including Medical, Dental, Vision and Life Insurance
401k Plan
Paid office parking (Denver, CO Office)
PTO and paid holidays
Company
Speed Bay Warehouse Solutions
Speed Bay Warehouse Solutions is a vertically integrated real estate investment and management platform focused on acquiring and operating shallow bay, multi-tenant light industrial assets in prime infill markets throughout the U.S.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase