Financial Planning & Analysis (FP&A) Manager

Overview

Avanath is a real estate private equity firm focused on the preservation of affordable housing across the United States. Avanath owns and manages over 15,000 apartment units totaling $4.0 Billion of assets under management across three investment funds. Avanath manages the investment of large institutional pension funds, retirement systems, endowments, etc.

The Role

The Financial Planning & Analysis (FP&A) Manager will play a key role in driving portfolio performance analysis, forecasting, and strategic decision-making for the firm’s private equity funds. This position requires a deep understanding of real estate and affordable housing fundamentals, fund-level analytics, and financial modeling, as well as strong leadership and cross-functional collaboration across property/fund accounting, asset management, property management, and investor relations.

Qualifications

• Bachelor’s degree in Finance, Accounting, Real Estate, or a related field; MBA or CFA preferred.
• 5–8 years of experience in FP&A, consulting, investment analysis, or financial management, preferably within real estate private equity, REITs, or investment management.
• Strong understanding of real estate financial modeling, fund waterfalls, IRR/MOIC analysis, and valuation concepts.
• Advanced Excel and financial modeling skills; proficient with BI/reporting tools (e.g., Power BI, Tableau). Familiarity with Yardi a plus.
• Excellent analytical, communication, and presentation skills, with the ability to translate complex data into actionable insights.
• Proven leadership skills with experience mentoring or managing junior team members.
• Ability to manage multiple priorities and deadlines in a fast-paced, collaborative environment.

Key Accountabilities

Financial Planning & Forecasting:

• • Develop and maintain fund- and portfolio-level financial forecasts, including cash flow projections, fund models, and performance metrics to support strategic planning and capital allocation decisions.
  • Maintain and enhance fund-level models used for valuations, distributions, and long-term performance projections.

Performance Reporting:

• • Oversee the preparation of quarterly and annual performance packages summarizing portfolio results, variances, and key drivers across assets, funds, and entities.
  • Collaborate with accounting and asset management teams to ensure accurate and timely reporting.

Property-Level Reporting:

• • Manage the consolidation, review, and analysis of property-level financials and operating metrics.
  • Partner with asset management to monitor performance, identify trends, and communicate key insights to senior leadership.

Budgeting & Variance Analysis:

• • Alongside Property Management and Education teams, lead the annual budgeting process for the property portfolio.
  • Analyze actual results against budget, identifying performance drivers, risks, and opportunities for improvement.

Investor Reporting & Presentations:

• • Support the preparation of materials for investor updates, quarterly reports, and fundraising decks, including performance summaries, benchmarks, and scenario analyses.

Property Valuations:

• • Manage the third-party appraisal process by providing appraisers with relevant data and property information, monitoring market and valuation trends, and leading the Valuation Committee to review and approve portfolio valuations.

Physical Demands & Working Conditions

• The incumbent in this is classified as essential staff and is expected to report to work and adhere to all safety and business protocols.
• This position is based out of our Irvine office.
• Frequent sitting and walking.
• Occasional travel to other business offices and events via airline, trains, and automobiles
• Repetitive use of computer, keyboard, mouse, and phone
• Reading, comprehending, writing, performing calculations, communicating verbally.
• May work in an elevated site, may walk on uneven ground.
• Occasional squatting, bending neck/waist, twisting neck/waist, pushing, and pulling.

How Avanath Supports You

We know that our teams are the heart of our success and growth, and we are committed to showing our appreciation.

We offer:

• Culture Built on Purpose and Core Values - a Commitment to Integrity, a Spirit of Caring, and a Focus on Continuous Improvement.
• Comprehensive Benefits – health, dental & vision, 401(k), personal time off, paid holidays and more!
• Growth is based on achievement and an emphasis on promoting from within our ranks versus just external candidates.
• Development – a commitment to creating opportunities to learn and expand your knowledge in the industry from online training platforms to training classes to one-on-one coaching.

Diversity & Inclusion

Avanath Capital is committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.

Our human capital is the most valuable asset we have, and Diversity, equity, and inclusion (“DEI”) are at the very core of Avanath’s operating and investment philosophy. We believe that bringing together people with diverse thoughts, backgrounds, talents, and experiences at all levels of our organization, including the executive team, enables us to proactively and creatively achieve our mission to enable opportunities for hard-working American families. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities, and talent that our employees invest in their work represents a significant part our culture, our reputation, and our achievements.

We embrace and encourage our employees’ differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.

Our organization’s diversity initiatives include—but are not limited to—our practices and policies on recruitment and selection; compensation and benefits; professional development and training; promotions; transfers; and the ongoing development of a work environment built on the premise of gender and diversity equity that encourages and enforces:

• Respectful communication and cooperation between all employees.
• Teamwork and employee participation, permitting the representation of all groups and employee perspectives.
• Work/life balance through flexible work schedules to accommodate employees’ varying needs.
• Employer and employee contributions to the communities we serve to promote a greater understanding and respect for diversity.

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