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 CFONewly 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