Financial Planning and Analysis (FP&A) Analyst – Financial Analysis

Job Description

Financial Planning and Analysis (FP&A) Analyst | Yugo

The Tone:
This is a full-time role at Yugo, located in Austin, TX (strongly preferred, but open to a remote candidate). Yugo is a global leader in student housing, operating in over 14 countries and 120 cities, with nearly 40,000 beds across 88 properties in 28 U.S. states. This role is crucial for supporting the financial performance of the student housing portfolio, providing key insights that drive business decisions, improve property performance, and maximize asset value. The analyst will contribute to a culture of continuous improvement and value creation, fostering student success and team member growth.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Austin, TX (with remote option)
• Pay: $70000–$85000 yearly
• Team: Reporting to the Financial Planning and Analysis Manager, working closely with the Senior Financial Planning and Analysis Analyst and operational leaders.
• Mission: Support the financial performance of the student housing portfolio through reporting, analysis, budgeting, and forecasting to drive business decisions and maximize asset value.
• Tech Stack: Vena, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Entrata (preferred)

What You’ll Actually Do
• Partner: Serve as a trusted finance partner to regional operational leadership, providing financial analysis, reporting, and decision support to drive business performance.
• Lead: Lead the annual budgeting, forecasting, reforecasting, and business planning processes for assigned properties and regions.
• Monitor: Monitor financial performance against budgets and forecasts, identifying trends, risks, and opportunities while providing actionable recommendations.
• Prepare: Prepare and distribute recurring financial reports, KPI dashboards, variance analyses, and performance metrics for operational and executive stakeholders.
• Administer: Serve as a subject matter expert and co-administrator for financial planning and reporting systems, supporting reporting development, user adoption, data integrity, and process enhancements.

The Must-Haves
• Background: Bachelor’s degree in finance, Accounting, Business Administration, or a related field. Core domain knowledge in analytics and modeling within real estate investments, real estate capital markets, or property management.
• Experience: 2-4 years of experience in analytics and modeling within real estate investments, real estate capital markets, or property management. Proven ability to support the structure of high-value deals and execute effectively.
• Skills: Strong proficiency in financial analysis, reporting, and budgeting; Advanced skills in Microsoft Excel and financial management software; Excellent analytical thinking and problem-solving abilities; Developed verbal and written communication skills.
• Bonus: Experience in student accommodation, hospitality, residential, or multifamily sector; Knowledge of Entrata and Vena.