Financial Planning & Analysis Manager

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