Financial Planning and Analysis Manager

Manager Financial Planning & Analysis (FP&A)

Position Overview

The Manager of Financial Planning & Analysis (FP&A) plays a crucial role in compiling and collaborating with various departments aspects of property budgeting, forecasting, analysis and reporting. You will be instrumental in achieving the company's overall success and growth, playing a pivotal role in fostering informed decision-making throughout the organization. By partnering with various departments and stakeholders enterprise wide, the Manager of FP&A will also play a critical role in optimizing financial processes, systems, and creating data analytics and reporting that will drive strategic financial decisions.

What You Will Do

Budgeting & Forecasting

• Support the annual property-level budgeting and periodic reforecast process. Own and/or assist various revenue and expense workstreams, working closely with asset management, property operations, revenue management, capital, and other departments to ensure the highest quality budgets.
• Review proposed property-level budgets by conducting detailed trend analysis of historical performance, portfolio and external benchmarks, contracts, and new strategic initiatives to identify outliers and improvement opportunities.
• Be an expert in the budgeting and forecasting system and the process.

Reporting & Analysis

• Perform analysis, and ad hoc projects on a frequent basis, collaborating closely with all departments across the organization.
• Assess monthly performance and identify key trends across individual properties and portfolios.
• Contribute to ongoing improvement of the reporting process through use of automation, databasing, and business intelligence tools.
• Create and maintain various financial models providing a clear understanding of investment performance.
• Develop presentations and detailed financial analysis results.

Finance Technology

• Provide ongoing management and support of budgeting & forecast system.
• Develop dashboards and reports to provide key financial insights to senior leadership and other stakeholders.
• Identify opportunities to streamline financial processes.

Other

• Occasional travel may be necessary as needed
• Perform all other duties and tasks as assigned by management
• Must be able to complete all physical requirements of this role with or without a reasonable accommodation

Ideally, you'll have

• Bachelor’s degree in finance or accounting
• 5-7 years within FP&A role, preferably within the real estate industry
• Strong financial modeling skills and proficiency in financial software and systems, such as enterprise resource planning (ERP) systems, financial planning tools, and Excel
• Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders
• Detail-oriented, analytical, and strategic thinker with the ability to work in a fast-paced environment
• Ability to partner at all levels of the organization

Disclaimer:

Please note that job responsibilities, reporting lines, and duties outlined in this job description are subject to change to meet the evolving needs of the organization.

As an Equal Opportunity Employer, we celebrate diversity and are committed to creating an equitable and inclusive environment, which creates a sense of belonging for all employees. We do not discriminate and believe every individual should be proud of who they are and the community they represent.