A publicly traded investment company is seeking a Manager of Financial Planning & Analysis to join its growing finance organization. Reporting directly to the CFO, this newly created role will lead budgeting, forecasting, financial modeling, performance analytics, and executive reporting initiatives across a sophisticated real estate platform.
This is a unique opportunity for a finance professional who enjoys building processes, partnering with executive leadership, and influencing strategic decision-making. The successful candidate will help shape a growing FP& A function while gaining significant visibility with senior leadership and key stakeholders.
Why This Opportunity Stands Out
- Direct reporting relationship to the CFO
- Newly created role with the opportunity to build and improve FP& A processes
- Significant exposure to executive leadership, Board-level reporting, and strategic initiatives
- Highly visible position with meaningful influence on company performance and decision-making
- Attractive compensation package including substantial bonus potential and long-term incentive opportunities
- Excellent benefits and strong employee retention
- Opportunity to work within a stable, growth-oriented real estate platform
Key Responsibilities
- Lead the annual budget, forecasting, and long-range planning processes
- Develop and maintain financial models supporting earnings forecasts, business performance, transactions, and strategic initiatives
- Prepare executive, Board, and management reporting packages, including variance analysis, forecasting updates, and business performance insights
- Analyze key operating metrics and provide actionable recommendations to senior leadership
- Monitor forecast performance and evaluate trends, risks, and opportunities impacting results
- Partner with Accounting, Financial Reporting, Treasury, Investor Relations, and Operations teams to support company-wide financial initiatives
- Support debt covenant reporting, treasury analyses, and capital allocation decisions
- Drive process improvements, reporting automation, and scalable FP& A infrastructure
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field
- 5+ years of experience in FP& A, corporate finance, financial reporting, accounting, or related finance functions
- Strong financial modeling, forecasting, and analytical capabilities
- Advanced Microsoft Excel skills
- Experience creating executive-level reporting and presentation materials
- Strong understanding of financial statements and business performance metrics
- Ability to work independently and create structure within a growing function
- Excellent communication, presentation, and business partnering skills
