Job Description

Job Title: FP&A Analyst

FLSA Status: Exempt

About us : At Compatriot Capital, Inc. (“ CCI ”), our strategic focus is on investing in real estate companies and their projects. We are dedicated to growing enterprise value by forging strong relationships with talented and committed partners in the real estate industry. Our mission is to provide crucial capital support to facilitate the growth and expansion of private real estate operating companies while building a diverse portfolio of real estate assets. Compatriot currently manages approximately $7 billion in real estate investments with an ambitious growth plan for the next 10 years. Compatriot is a wholly owned subsidiary of Sammons Enterprises, Inc. (“ Sammons ”), one of the largest privately held companies in the U.S. Sammons is proudly 100% employee owned, and our unique capitalization is the foundation of our culture of ownership.

Job Summary: The FP&A Analyst will report to the Director of FP&A and play an integral part in shaping the company’s financial strategy, supporting operational leaders, and driving actionable insights. This position will be responsible for portfolio valuations, budgeting, forecasting, variance analysis, financial modeling, and KPI tracking, while also supporting executive-level presentations and analysis. The role requires a balance of analytical rigor, cross-functional collaboration, and proactive problem-solving.

Supervisor : Director of FP&A

Primary Responsibilities:

• Prepare quarterly valuations for a diversified real estate portfolio, collaborate with stakeholders to confirm assumptions, and maintain complex models on operating real estate investments and portfolio companies.
• Assist with annual budget creation, forecasts, and ongoing variance analysis.
• Update and maintain financial models; conduct variance analysis and communicate insights to leadership.
• Champion improvements in data management and become a power user of Cherre, Compatriot’s data platform.
• Monitor KPIs frequently and proactively identifying trends and collaborating with operational leaders to capture growth opportunities.
• Evaluate assumptions and perform robust scenario analysis, including benchmarking against competitors and external data.
• Streamline processes and improve financial models for greater efficiency and responsiveness.
• Support the development and maintenance of models for the company’s long-term business plan.
• Partner with cross-functional teams to provide insights, optimize company spending, and evaluate the financial implications of the pipeline of large-scale projects.
• Prepare dashboards, reports, and executive-level presentations.
• Lead or support ad-hoc reporting, analysis, and special projects as required.
• Performance measurement (unrealized and realized returns and maintain database).
• Assist in maintenance of records in Prophix, the data platform of Sammons.

Education and Qualifications:

• Bachelor’s degree in Finance, Business, Accounting, or Real Estate.
• 2-5 years of deal transactions, valuation consulting, or relevant financial analyst experience.
• Advanced proficiency in Excel; experience with Power Query or Power BI preferred.
• Strong PowerPoint skills, with the ability to create and deliver executive-level presentations.
• Understanding of GAAP and financial acumen.
• Excellent analytical, problem-solving, and critical-thinking abilities.
• Effective communication skills—able to translate financial insights into actionable recommendations.
• Highly detail-oriented and organized, with the ability to maintain a big-picture perspective.
• Proactive, entrepreneurial, and comfortable working in a fast-paced, dynamic environment with strict deadlines.
• Collaborative team player, adaptable, and willing to take on diverse responsibilities.
• Available for full-time in-office work in Dallas, TX (Mon-Fri).

Other Duties: Please note this job description is not exhaustive. Responsibilities and activities may evolve in line with the Compatriot’s needs.

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