Director of Financial Planning & Analysis

Benefits

• Two or more weeks of PTO
• Paid holidays
• Medical, dental and vision insurance
• 401(k) enrollment opportunity
• Employer-paid basic life and short‑term disability
• Paid parental leave for birthing and non‑birthing parents (after 6 months)
• Potential opportunity for savings in rent (property and ownership specific)
• Cell phone allowance
• And more!

The Director, Financial Planning & Analysis (FP&A) is a corporate finance leader responsible for delivering insights, forecasts, and decision support that drive profitable growth across a multi‑family property management platform. This hands‑on role partners closely with the CFO and enterprise leaders to exceed EBITDA goals through rigorous budgeting and forecasting, KPI design and monitoring, margin optimization, and strategic analysis of customer, region, and property profitability.

The Director will also support M&A diligence and integration value capture while advancing scalable planning processes and the effective use of AI‑enabled tools within FP&A.

• Partner with the CFO and business leaders to translate strategic growth priorities into measurable financial plans, targets, and decision frameworks.
• Identify revenue growth opportunities across client segments, service lines, pricing, contract terms, and portfolio mix; quantify upside and execution requirements.
• Build and maintain customer profitability views to inform retention strategies, pricing actions, and go/no‑go decisions.
• Develop business cases for new products/services and platform initiatives, including sensitivity analyses and investment ROI.
• Own enterprise margin optimization analytics, identifying drivers, tradeoffs, and actions to improve contribution and EBITDA.
• Deliver profitability reporting and insights by region, revenue line, geography, product line, and property; highlight mix impacts, cost‑to‑serve, and performance outliers.
• Establish standard profitability methodologies (allocation logic, governance, and documentation) in partnership with Accounting and Operations.
• Partner with leaders to define initiatives, track savings, and validate results against plan.
• Lead the annual budgeting process and regular reforecasts, ensuring accuracy, transparency of assumptions, and alignment to strategic priorities.
• Build a driver‑based forecasting approach that connects operational drivers (e.g., units under management, client onboarding/offboarding, ancillary adoption, staffing) to financial outcomes.
• Partner with the CFO and functional leaders to set targets and action plans that exceed EBITDA goals; track progress and elevate risks/opportunities.
• Develop, standardize, and monitor KPIs (financial and operating), including dashboards and monthly performance packages for leadership.
• Deliver timely ad‑hoc reporting and analysis to support executive decisions, including scenario planning and "what‑if" modeling.
• Own the corporate cash‑flow forecast (short and medium‑term), including variance analysis and visibility into key working capital and timing drivers.
• Partner with Accounting and Treasury to align P&L, balance sheet, and cash perspectives; improve forecast cadence, accuracy, and controls.
• Provide liquidity insights to support capital allocation decisions, hiring/investment pacing, and integration planning.
• Partner with the M&A/Corporate Development team on financial diligence, including quality of earnings, cohort and customer profitability, synergy sizing, and risk assessment.
• Build acquisition and synergy models; support valuation, deal structure scenarios, and investment committee materials.
• Define integration KPIs and measurement methods; monitor and evaluate M&A integration ROI versus the deal thesis and synergy plan.
• Support post‑close operating cadence with performance tracking, issue/risk identification, and corrective action analytics.
• Evaluate platform scalability from a finance perspective, including unit economics, headcount productivity, process capacity and systems/tooling readiness.
• Advance FP&A processes, models, and reporting infrastructure to support a high‑growth environment (standardization, automation, repeatability, and controls).
• Demonstrate…