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Financial Planning & Control Analyst

o Financial Services

s 60,000 - 75,000

q Dublin 2

p Permanent

r 2260

Our client is a boutique real estate investment firm with offices across Europe and their headquarters based here in Dublin.

They are a developer of residential accommodation in Ireland.  The Company raises capital via discrete closed end fund structures.

The analyst will work within the team providing commercial financial support to the management group.  It will have a dual reporting mandate, working closely with the Managing Director and Group Finance & Operations Director.


Management Information

  • Develop and maintain regular operational and financial metrics to assist the management monitor progress on its developments.  Specifically, monthly dashboards on sales, development costs, timelines and variances
  • Organize and present data analysis, draw objective conclusions and make recommendations

Fund Cashflows

  • Develop and maintain fund level cashflows, for each fund and joint venture
  • Forecast income statement and balance sheets
  • Determine optimal use of cash, considering debt, equity and sales
  • Reconcile fund model to individual investment committee approvals
  • Reconcile fund model to original underwriting and development team cost control work books
  • Monitor and report on fund performance for Investors and the Company


  • Co-ordinate monthly drawdown process, working closely with Group Finance
  • Prepare and monitor compliance with banking covenants
  • Liaise with development and finance team on reporting requirements for the bank

Investor Relations

  • Prepare fund level models for new investment funds
  • Develop and maintain schedules of key financial information required by investors, such as AUM, historical performance
  • Assist in preparation of investor presentations
  • Act as Company liaison on investor due diligence requests


  • Liaise with Finance function on financial control matters and ensure the company operates within the governance and control framework of the Group
  • Represent Finance within the business
  • Responsible for monitoring delivery financial objectives of the business
  • Participate in acquisition processes
  • Complete special projects and other additional duties as assigned


  • Attention to detail
  • Analytical with mathematical flair
  • Interest in real estate investment and development
  • Good knowledge of excel and ability to quickly develop advanced skill level on the job
  • Ideally, able to prepare power point presentations
  • Commercially focused
  • Articulate and ability to present financial outcome to senior managers and investors
  • Inquisitive

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