Director, Financial Planning & Analysis

Position Summary:

The National Association of REALTORS® (NAR) is seeking a strategic and analytical Director of Financial Planning & Analysis (FP&A) to lead budgeting, forecasting, financial reporting, and business partnership activities across the organization. This role serves as a key advisor to leadership, providing actionable financial insights that support decision-making, resource allocation, and long-term organizational planning.

The Director will lead the continued evolution of NAR's finance transformation efforts, including Zero-Based Budgeting (ZBB), Net Suite Planning & Budgeting (NSPB), management reporting, financial modeling, and operational analytics. The successful candidate will build strong partnerships across all business functions, drive financial accountability, and lead a high-performing FP&A team focused on delivering timely, accurate, and insightful financial information.

Duties and Responsibilities:

Management Reporting & Analytics

• Oversee development and delivery of leadership, committee, and departmental reporting packages.
• Analyze financial results against budget, forecast and prior year.
• Identify trends, risks, opportunities, and performance drivers.
• Develop key performance indicators (KPIs), dashboards, scorecards, and management reporting tools.

Budgeting & Forecasting

• Continue to improve NAR's Zero-Based Budgeting process.
• Develop tracking of member-facing programs success measurements.
• Develop quarterly forecasting cycles across departments and functional areas.
• Drive accountability for budget ownership and forecast accuracy throughout the organization.
• Ensure alignment between financial plans and strategic objectives.

Management Reporting & Analytics

• Oversee development and delivery of executive, leadership, committee, and departmental reporting packages.
• Analyze financial results against budget, forecast, prior year, and strategic targets.
• Develop key performance indicators (KPIs), dashboards, scorecards, and management reporting tools.

Business Partnership

• Lead FP&A business partner support across all NAR teams.
• Provide financial guidance to Group Leaders, cost center owners, and project leaders.
• Assist departments in evaluating spending decisions, staffing plans, program investments, and operational initiatives.
• Promote a culture of financial accountability, transparency, and data-driven decision making across the organization.

Systems, Process Improvement & Finance Transformation

• Serve as a leader in the administration, optimization, and ongoing development of Net Suite Planning & Budgeting (NSPB).
• Drive improvements in budgeting, forecasting, reporting, and planning processes.
• Establish financial reporting standards and data governance practices.
• Partner with Finance, Accounting, IT, and external consultants on system enhancements and process automation initiatives.
• Champion innovation through financial technology, reporting automation, and business intelligence tools.

Team Leadership

• Lead, mentor, and develop FP&A staff.
• Establish performance expectations, priorities, and professional development plans.
• Foster collaboration, continuous improvement, and customer service within the FP&A function.
• Manage workload prioritization to support leadership, committee, budgeting, and reporting deadlines.

Governance & Committee Support

• Support Finance Committee, Budget Review Team, Executive Committee, and Board of Directors reporting requirements.
• Develop financial presentations, talking points, analyses, and decision-support materials.
• Ensure financial planning processes align with approved governance structures and timelines.
• Coordinate financial information for major organizational initiatives and strategic projects.

Qualifications:

Required

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
• Minimum 8-10 years of progressive experience in FP&A, corporate finance, budgeting, or strategic finance.
• Minimum 3-5 years of leadership experience managing finance professionals.
• Strong financial modeling, forecasting, budgeting, and analytical skills.
• Demonstrated experience partnering with senior leadership and business stakeholders.
• Experience developing executive-level reporting and presentations.
• Advanced Microsoft Excel and financial analysis skills.
• Excellent communication, presentation, and relationship management skills.

Preferred

• MBA, CPA, CFA, or other advanced financial credential.
• Experience with Net Suite ERP and Net Suite Planning & Budgeting (NSPB).
• Experience implementing budgeting,…