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Associate, Financial Planning and Analysis
Link LogisticsAssociate role in financial planning and analysis for Link Logistics, focusing on budgeting and forecasting. Collaborating with teams for data accuracy and process improvements.
Posted 7/23/2026full-timeFort Washington • New York, Pennsylvania, Washington • 🇺🇸 United StatesJuniorMid-LevelWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Proficient in financial modeling, forecasting, and variance analysis, with strong analytical skills and attention to detail. Capable of collaborating with teams to enhance financial planning and reporting processes while providing insights into asset performance.
Highest-signal resume keywords
Financial ModelingForecastingVariance AnalysisMicrosoft ExcelFinancial Reporting
ATS Keywords
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Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingForecastingVariance AnalysisCash Flow ProjectionsData Analysis
Soft Skills
Analytical SkillsAttention to DetailWritten CommunicationVerbal CommunicationCollaboration
Tools & Technologies
Microsoft ExcelFinancial SystemsBudgeting ToolsReporting Tools
Industry Keywords
Financial PlanningCommercial Real EstateREIT Performance MetricsFinancial Services
About the role
Key responsibilities & impact- Build and maintain property-level and consolidated forecast models for use in quarterly reforecasts and annual budgeting cycles.
- Perform variance analysis and trend identification, summarizing findings for senior leadership.
- Analyze large datasets to audit financial results and ensure accuracy across systems.
- Develop cash flow projections for a portfolio of assets and provide meaningful insights on future performance.
- Support the administration of budgeting and forecasting tools, including training and guidance for Asset Management teams.
- Recommend process improvements and automation techniques to increase team efficiency.
- Gain proficiency in multiple financial systems and provide support and troubleshooting as needed.
- Collaborate with internal teams to ensure alignment across financial planning, asset strategy, and operational execution.
- Assist in preparing financial presentations and reports for senior management.
- Perform special ad-hoc analyses and projects as assigned.
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Business, or a related field from an accredited institution.
- 2–5 years of experience in financial planning, accounting, or commercial real estate.
- Strong understanding of financial modeling, forecasting, and variance analysis.
- Advanced proficiency in Microsoft Excel; familiarity with financial systems and reporting tools preferred.
- Excellent analytical skills and attention to detail.
- Strong written and verbal communication skills, with the ability to present financial insights clearly.
- Demonstrated ability to work in a fast-paced, deadline-driven environment.
- Experience working in a financial services firm or publicly traded REIT is preferred.
- Knowledge of REIT performance metrics and reporting is a plus.
Benefits
Comp & perks- EEO Statement
- Reasonable accommodations provided.
- Opportunities to work on sustainability initiatives
- Professional development opportunities