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Gallagher & Mohan - Senior Financial Planning & Analysis Role
Gallagher & Mohan - Senior Financial Planning & Analysis RoleGALLAGHER AND MOHAN PRIVATE LIMITED • Remote, India
Gallagher & Mohan - Senior Financial Planning & Analysis Role

Gallagher & Mohan - Senior Financial Planning & Analysis Role

GALLAGHER AND MOHAN PRIVATE LIMITED • Remote, India
11 hours ago
Job type
  • Remote
Job description

Company Overview :

  • Gallagher & Mohan is a distinguished firm dedicated to providing world-class financial analysis, marketing expertise, and accounting support within the real estate sector.
  • We partner with a diverse clientele of private equity investors, developers, fund managers, and brokers across the US and Europe.
  • Renowned for our precision, responsiveness, and strong work ethic, we seamlessly integrate into our clients' operations to deliver exceptional value.
  • Our portfolio spans transactions ranging from multifamily apartment complexes to large office towers, with deal sizes from $10M to $200M+ USD.

Role Overview :

  • We are seeking a Senior Financial Planning and Analysis (FP&A) professional to support our Finance Director and senior leadership team.
  • This role focuses on building advanced financial models, maintaining investor and loan databases, supporting capital raising efforts, and delivering strategic financial insights.
  • The ideal candidate will have a strong background in Excel-based modeling, Yardi software, multifamily real estate in the US, and private equity finance.
  • Key Responsibilities :

  • Budgeting & Forecasting - Prepare detailed annual budgets, monthly forecasts, and variance analysis.
  • Audit and Analysis - Refine charts of accounts for operating & corporate entities and should be able to understand P&L and balance sheets really well.
  • Database Management - Maintain investor reporting databases and loan management platforms (Yardi proficiency required).
  • Deal Diligence - Perform due diligence on new transactions, including financial, operational, and market analysis.
  • Performance Tracking - Track and analyze KPIs, IRR, cash-on-cash returns, and other financial metrics.
  • Reporting - Produce monthly, quarterly, and annual financial reports for management and investors.
  • Cross-Functional Collaboration - Work closely with Finance, Capital Markets, Investments, Analytics, and Technology teams.
  • Project Participation - Contribute to ad-hoc financial projects and assist other finance teams as needed.
  • Requirements - Skills & Qualifications

  • Education : Master's or Bachelor's degree in Finance, Accounting, Economics, Engineering, or Mathematics from a top university.
  • Software Expertise : Strong proficiency in Yardi and Advance Excel, Google sheets, Bonus with Power BI.
  • Desired Qualifications :

  • Advanced Degree : Master's in Finance, Economics, or Business preferred.
  • Certifications : CFA, CA, or CPA
  • Private Equity Experience : Exposure to private equity capital structures and investor reporting highly desirable
  • (ref : iimjobs.com)

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