Financial Planning Analyst

Company OverviewYellow Tree is a Gibraltar-based group dedicated to the ownership, development and management of commercial and residential real estate assets across capital and gateway cities, employing a tailored investment strategy to each geographic region. Our portfolio underscores long-term value and mirrors our dedication to excellence.Our philosophy centers on income generation, ensuring that 100% of our portfolio consistently delivers returns. We achieve this by taking an asset-by-asset approach, where each asset carries its own weight in contributing income without dilution. Each asset has its own business plan that is meticulously followed making sure that each asset performs as expected.We own and manage sustainable and high-quality properties, aligning with the objectives of leading national and international corporations. This ensures that Yellow Tree Group is synonymous with quality, reliability, and enduring success.For more information, you can find us on yellowtree.comThe job location: London (work from home with the future possibility to work from office).Key responsibilities:Budgeting and Forecasting:Lead the annual budgeting process and periodic forecasting for the company’s real estate portfolio.Collaborate with property managers and department heads to gather and validate assumptions.Monitor budget adherence and explain variances to management.Performance Analysis:Track and analyze key performance indicators (KPIs) related to global property operations, leasing activity, capital expenditures, and financial returns.Provide actionable insights and recommendations to improve property performance and profitability.Prepare monthly budget control reports for properties under development.Reporting:Prepare monthly, quarterly, and annual KPI reports for senior management and investors.Present findings and insights to the executive team, highlighting key trends, risks, and opportunities.Ensure all reports are accurate, timely, and aligned with business goals.Collaboration and Communication:Work closely with asset management, leasing, development, operation, finance and other cross-functional teams to ensure alignment on financial objectives.Requirements: Bachelor’s degree in Finance, Economics, or a related field. A Master’s degree or professional qualification (e.g., CFA, CPA) is preferred.3-5 years of experience in financial planning and analysis, preferably within the real estate industry.Strong understanding of real estate finance, including valuation techniques, investment metrics, and capital markets.Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.High skills in the preparation of management presentations.Experience with financial planning software (e.g., SBO, Netsuite, Zero, Charisma) and property management systems is a plus.Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights.Attention to detail and accuracy in financial reporting.Strong interpersonal skills and the ability to collaborate effectively with cross-functional teams.Strong written and verbal English skills.Ability to manage multiple projects and deadlines in a fast-paced environment.High level of integrity and a commitment to maintaining confidentiality.work visa requiredBenefitsWe offer competitive salary packages, great learning and development opportunities.Opportunity to be part of a dynamic growing team in a fast-growing Real Estate groupPension schemeTeam BuildingSalary pakage: £40.000-55.000 yearYellow Tree Services is a GDPR compliant company, by applying to this job post, you consent with your data being processed in accordance with our Privacy Policy which you can find on https://yellowtree.com/gdprrecruitmentpolicy.Yellow Tree Services is an Equal Employment Opportunity and affirmative action employer. We do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.