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Financial Planning and Analysis Specialist

Bridge Industrial • Chicago, IL

Associate Posted April 1, 2026 Job link

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Responsibilities

Commitments

Responsibilities

Prepare and maintain corporate financial models for the real estate development and investment businesses
Maintain interim and annual financial budget projections
Collaborate with internal teams to ensure financial alignment across businesses, projects and regional markets
Review financial results and provide analysis on actuals versus budget, identify trends, and monitor impacts to key performance indicators
Participate in regular performance meetings with leadership
Monitor cash flows regularly for operations and real estate investment, and communicate expected capital contribution/distribution requirements to leadership
Communicate with management, lenders, investors, and partners regarding status and performance metrics, including key project drivers of results
Provide input on financial estimates necessary to complete monthly and quarterly financial close, ensuring accurate, complete, and timely data and reporting
Serve as key contributor on our ongoing business intelligence/data warehouse project
Assist team members in creating efficiencies utilizing data and systems
Ensure data accuracy and integrity through data checks and use of technologies
Prepare internal & external investment memos and presentations
Work with third party consultants on automated reports and processes to increase reporting efficiencies
Perform ad hoc projects and analysis on a frequent basis Required Skills/Abilities:
High level of proficiency in Microsoft Excel and presentation programs (understanding of data visualization tools like Power BI, a plus)
High aptitude for financial analysis, especially financial modeling skills

Not Met Priorities

What still needs stronger evidence

Requirements

Perform ad hoc projects and analysis on a frequent basis Required Skills/Abilities:
High level of proficiency in Microsoft Excel and presentation programs (understanding of data visualization tools like Power BI, a plus)
High aptitude for financial analysis, especially financial modeling skills
Yardi experience required
Strong written, verbal, and presentation skills
Organized and detail-oriented
Strong work ethic and ability to be flexible and multitask
Self-motivated individual who strives for excellence in their work product Education and Experience:
Minimum of 5 years of real estate, finance, or accounting experience

Preferred Skills

High level of proficiency in Microsoft Excel and presentation programs (understanding of data visualization tools like Power BI, a plus)
Experience in commercial real estate development a plus

Education

(Not required) – Bachelor’s Degree in Finance, Accounting, Real Estate, or other related business field
(Required) – Minimum of 5 years of real estate, finance, or accounting experience

Bridge Industrial is seeking a Financial Planning & Analysis (FP&A) Senior Associate to join its corporate team in our Chicago, IL Headquarters. The successful candidate will be heavily involved in maintaining and developing financial models for the company and certain joint ventures, analyzing performance, and communicating financial results to the Executive team and our investors in a timely manner. Responsibilities:
Prepare and maintain corporate financial models for the real estate development and investment businesses
Maintain interim and annual financial budget projections
Collaborate with internal teams to ensure financial alignment across businesses, projects and regional markets
Review financial results and provide analysis on actuals versus budget, identify trends, and monitor impacts to key performance indicators
Participate in regular performance meetings with leadership
Monitor cash flows regularly for operations and real estate investment, and communicate expected capital contribution/distribution requirements to leadership
Communicate with management, lenders, investors, and partners regarding status and performance metrics, including key project drivers of results
Provide input on financial estimates necessary to complete monthly and quarterly financial close, ensuring accurate, complete, and timely data and reporting
Serve as key contributor on our ongoing business intelligence/data warehouse project
Assist team members in creating efficiencies utilizing data and systems
Ensure data accuracy and integrity through data checks and use of technologies
Prepare internal & external investment memos and presentations
Work with third party consultants on automated reports and processes to increase reporting efficiencies
Perform ad hoc projects and analysis on a frequent basis Required Skills/Abilities:
High level of proficiency in Microsoft Excel and presentation programs (understanding of data visualization tools like Power BI, a plus)
High aptitude for financial analysis, especially financial modeling skills
Yardi experience required
Strong written, verbal, and presentation skills
Organized and detail-oriented
Strong work ethic and ability to be flexible and multitask
Self-motivated individual who strives for excellence in their work product Education and Experience:
Bachelor’s Degree in Finance, Accounting, Real Estate, or other related business field
Minimum of 5 years of real estate, finance, or accounting experience
Experience in commercial real estate development a plus