Financial Planning and Analysis Manager

The successful candidate will have the following opportunities:

• Exposure to a diversified, multi-industry portfolio
• Opportunity to work directly with senior leadership and influence strategy
• Collaborative, high-caliber finance team
• Long-term, stable organization focused on building value for future generations
• Clear path for career progression, with the potential to grow into a Director-level role

• Lead financial planning, analysis, and reporting across a diverse portfolio (real estate, operating assets, joint ventures, and investment holdings)
• Prepare executive-level reporting, including portfolio performance, valuations, and long-term return analysis
• Build and maintain financial models supporting investments, debt structures, and cash flow planning
• Support capital allocation decisions through data-driven analysis and insights
• Develop tools and processes to enhance consolidation, reporting, and finance operations
• Perform ad hoc financial analysis across multiple business lines
• Prepare federal and state tax projections
• Partner with finance leadership to identify opportunities for operational efficiency and long-term value creation

• Bachelor’s degree in Accounting; CPA preferred but not required
• 5+ years of experience in accounting or finance
• Advanced proficiency in Excel, along with experience in Power Query, Power BI, and Power Point
• Familiarity with Snowflake and/or Python is a plus
• Proven experience developing scalable financial reporting models and dashboards
• Strong financial modeling, data analysis, and problem-solving skills
• Excellent communication skills, with the ability to effectively engage across all levels of the organization, including senior management and ownership
• Self-starter mindset with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment

• Frequent hand motion with use and viewing of phones, keyboards, and computers
• Occasional climbing, bending, stooping and other activities required to safely and effectively navigate sit visits to owned properties
• Frequent standing or sitting for long periods of time to perform various office duties