Senior Associate or Vice President, FP&A

RCLCO Fund Advisors (“RFA”), a division of RCLCO, is a SEC Registered Investment Advisor and leading real estate investment consulting firm that advises some of the world’s largest pension funds, sovereign wealth funds, and institutional investors. Providing tailored investment solutions by leveraging its deep understanding of market dynamics, RFA assists its clients in the implementation of their real estate strategy through the allocation and management of real estate capital across all real estate strategies and property types. RFA currently has approximately $88 billion of assets under advisement and has advised on over $11 billion of equity investments for its clients.

RFA builds upon our decades of experience and renowned expertise in applied real estate analysis to address the important and unique issues regarding real estate investing faced by institutional investors, including:

• Developing strategies that maximize value throughout the cycle through the development and implementation of investment ideas, pacing plans, policies, and risk management systems;
• Providing high quality and forward-looking investment analyses, including review of buildings, separate accounts, and funds and programmatic joint ventures that will provide superior risk- adjusted investment returns;
• Developing and implementing asset monitoring systems that identify and manage risk in existing portfolios on a timely basis to maximize value; and
• Providing strategic thinking regarding investment analyses, portfolio construction, and management through presentations, articles, and custom work for clients.

Position Summary:

We are seeking an experienced and highly motivated Financial Planning & Analysis (FP&A) Senior Associate or Vice President to contribute to the financial planning and analysis function at RFA. The team member will be responsible for assisting in the forecasting, financial analysis, and reporting efforts within multiple real estate investment portfolios. The ideal candidate will have strong skills, a deep understanding of financial management principles, and a proven track record of driving process improvements. This position will ideally be based in our Denver office, though we will consider Los Angeles for the right candidate.

Responsibilities:

• Oversee and maintain the integrity of the investment management platform, Pereview. Collaborate with the portfolio management, accounting, and data analytics teams to enhance reporting capabilities that support decision-making across portfolios.
• Monitor transaction activity including new acquisitions, refinancing, and dispositions as well as property type characterizations and life cycle movements for reporting purposes.
• Analyze financial data to identify trends, risks, and opportunities for growth. Maintain KPIs and assist in the creation and maintenance of management dashboards.
• Lead the quarterly investor reporting process alongside the FP&A Principal and Portfolio Manager including portfolio composition, valuation trends, return benchmark analysis, performance analytics and management reporting.
• Assist in the management and oversight the annual forecasting and long-range investment planning processes through the aggregation of property level data and high-level model allocations. Assist in the presentation of real estate implementation plans for investors.
• Conduct fee analysis, return, promote, and waterfall calculation verification.
• Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.
• Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives.

Requirements:

• Bachelor's degree, preferably in Finance or Accounting or with relevant coursework. Real estate investment experience required. MBA or advanced degree is a plus. 
• 5+ years of experience in financial planning and analysis.
• Expert financial modeling and analytical skills.
• Advanced proficiency in Microsoft Excel and financial software applications such as Pereview, Yardi, or MRI.
• In-depth knowledge of accounting principles, financial statement analysis, and real estate investment management.
• Excellent communication, presentation, and interpersonal skills.
• Strong attention to detail, problem-solving abilities, and a results-driven mindset.

Across our six office locations in the United States, our team enjoys strong training and professional development support, a close-knit culture built on intellectual curiosity and collaboration, and a robust benefits package, which includes:

• Hybrid schedule flexibility, with team members in the office 3 days