Financial Planning And Analysis
Gallagher & Mohan · Oregon, United States
- On site
- Full-time
- $55,000 / year
- Oregon, United States
Tailored resume — keyword-matched to this role.
Hiring manager — we find who's hiring.
Intro email — drafted to reach them directly.
Job highlights
- Review property financial statements.
- Prepare financial summaries and reports.
- Utilize strong Microsoft Excel skills.
- Work remotely during US time zones.
- Build a career in real estate finance.
About the role
Financial Planning and Analysis Analyst
Company Overview
About Us
Gallagher & Mohan is a real estate finance firm providing financial analysis and accounting support to private equity investors, developers, and fund managers across the U.S. and European markets. We are looking for a motivated entry-level analyst — a fresher or experience B.Com, M.Com, or relevant master's graduate — who is eager to build a career in real estate finance. No prior industry experience is required.
Role Overview
Assist in reviewing monthly property financial statements — income statements, balance sheets, and variance reports. Support the preparation of financial summaries and reports for internal review.
Skills & Qualities We Look For
- B.Com, M.Com, or relevant master's degree in Finance, Commerce, or Business.
- Strong command of Microsoft Excel — this is non-negotiable.
- Basic understanding of financial statements (P&L, balance sheet, cash flow) from academic studies.
- Attention to detail and comfort working with numbers and large datasets.
- Good written and verbal communication skills in English.
- Willingness to work in EST / PST (US time zone) hours from New Delhi.
- Self-motivated and able to manage tasks independently in a remote setting.
- Eagerness to learn real estate finance — no prior real estate experience needed.
Good to Have (Not Required)
- Exposure to accounting software such as Tally, QuickBooks, or any ERP tool.
- Awareness of property management platforms like Yardi or RealPage (full training provided).
- Knowledge of U.S. real estate terminology or concepts from coursework or self-study.
- CA Foundation, CMA, or CFA Level 1 in progress or completed.
Key skills/competency
- Financial Planning and Analysis Analyst
- Real Estate Finance
- Financial Analysis
- Accounting Support
- Private Equity
- Fund Management
- Financial Statements
- Microsoft Excel
- Data Analysis
- Reporting
Skills & topics
- Financial Planning and Analysis Analyst
- Financial Analysis
- Real Estate Finance
- Accounting Support
- Microsoft Excel
- Financial Statements
- Data Analysis
- Reporting
- Entry Level
- Remote
How to get hired
- Tailor your resume: Highlight relevant academic finance and Excel skills for this Financial Planning and Analysis Analyst role.
- Showcase Excel proficiency: Emphasize your command of Microsoft Excel in your application and during interviews.
- Demonstrate analytical aptitude: Clearly articulate your understanding of financial statements and your attention to detail.
- Express eagerness to learn: Convey your motivation to build a career in real estate finance, even without prior experience.
- Confirm timezone availability: Reiterate your willingness to work EST/PST hours from New Delhi.
Technical preparation
Master Excel functions and formulas.,Review financial statement principles.,Practice data entry and validation.,Familiarize with accounting software basics.
Behavioral questions
How do you manage tasks independently?,Describe your attention to detail.,How do you approach learning new concepts?,How do you ensure accuracy with data?
Frequently asked questions
- What are the key responsibilities for a Financial Planning and Analysis Analyst at Gallagher & Mohan?
- As a Financial Planning and Analysis Analyst at Gallagher & Mohan, your key responsibilities will include assisting in the review of monthly property financial statements (income statements, balance sheets, variance reports) and supporting the preparation of financial summaries and reports for internal review. You will play a crucial role in providing financial analysis and accounting support to our clients.
- Is prior real estate experience required for the Financial Planning and Analysis Analyst position at Gallagher & Mohan?
- No, prior real estate experience is not required for this Financial Planning and Analysis Analyst position at Gallagher & Mohan. We are looking for motivated graduates eager to build a career in real estate finance and provide them with full training.
- What level of Microsoft Excel proficiency is expected for the Financial Planning and Analysis Analyst role at Gallagher & Mohan?
- A strong command of Microsoft Excel is non-negotiable for the Financial Planning and Analysis Analyst role at Gallagher & Mohan. You should be comfortable working with numbers and large datasets within Excel.
- What educational background is preferred for the Financial Planning and Analysis Analyst position at Gallagher & Mohan?
- Gallagher & Mohan prefers candidates with a B.Com, M.Com, or a relevant master's degree in Finance, Commerce, or Business for the Financial Planning and Analysis Analyst position. Academic understanding of financial statements is also beneficial.
- Will I be working in a specific time zone for the Financial Planning and Analysis Analyst role at Gallagher & Mohan?
- Yes, you will need to be willing to work in EST / PST (US time zone) hours. This role is remote and based out of New Delhi.
- What are some 'good to have' skills for the Financial Planning and Analysis Analyst role at Gallagher & Mohan?
- While not required, 'good to have' skills for the Financial Planning and Analysis Analyst role at Gallagher & Mohan include exposure to accounting software (Tally, QuickBooks, ERP), familiarity with property management platforms (Yardi, RealPage), and knowledge of U.S. real estate terminology or concepts. Progress or completion of CA Foundation, CMA, or CFA Level 1 is also a plus.