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Director, Financial Planning & Analysis

Job in Summit, Union County, New Jersey, 07902, USA
Listing for: Green Street
Full Time position
Listed on 2026-10-16
Job specializations:
  • Finance & Banking
    Corporate Finance, Financial Analyst, Chief Financial Officer (CFO), VP/Director of Finance
Salary/Wage Range or Industry Benchmark: 160000 - 190000 USD Yearly USD 160000.00 190000.00 YEAR
Job Description & How to Apply Below

Green Street is seeking a high-caliber Director of Financial Planning & Analysis to join its Finance team. This is a newly created role designed to add strategic and transactional FP&A capacity to the organization following significant growth and a series of acquisitions. The Director will own M&A financial due diligence, debt modeling, long-range planning, commercial variable compensation, and ad hoc strategic projects, and will serve as a credible, polished representative of Green Street's Finance function to the Board of Directors, potential investors, and prospective acquirers.

This individual will report to the VP, Controller and will be a direct partner to the CFO on the highest-visibility financial work the company produces. The role is intended for someone hungry to grow — an ambitious finance professional with the intellect and executive presence to eventually step into a broader leadership seat.

Job Responsibilities M&A Financial Due Diligence & Integration
  • Lead financial due diligence work streams for potential acquisitions, including quality of earnings, ARR/revenue quality analysis, cost structure benchmarking, and working capital assessment
  • Prepare Finance Due Diligence reports in coordination with Legal and Tax for CFO and Board review
  • Build and maintain acquisition economics models: accretion / dilution analysis, pro forma P&L, synergy quantification, and integration cost estimates
  • Coordinate cross-functionally with Legal, Tax, Accounting, and Operations during diligence and integration periods
  • Support post-merger integration: recommend consolidation structures, assist with legal entity rationalization, and model synergy realization timelines
Commissions & Variable Compensation
  • Calculate and manage all monthly commercial variable compensation plans:
  • Execute monthly commission review process; coordinate with sales reps and leaders for approvals
  • Download and submit final commission report to payroll team for processing
  • Lead annual commercial compensation plan modeling in coordination with CFO, Controller, and Commercial leadership
  • Coordinate execution of new plans
Debt Modeling & Lender Relations
  • Own and maintain all debt and financing models including covenant compliance schedules, interest expense forecasts, SOFR / benchmark rate updates, and debt capacity analysis
  • Prepare financial packages for lender conversations, credit agreement amendments, refinancings, and new debt arrangements
  • Support the Controller on quarterly EBITDA compliance certificate calculations as needed
  • Monitor credit agreement requirements and flag risks proactively to the CFO
Long-Range Planning
  • Own the long-range financial plan (LRP): maintain the model, update assumptions in partnership with the CFO, and prepare LRP materials for Board presentations and sponsor (TA Associates) review
  • Develop multi-year financial scenarios (base, upside, downside) for strategic planning and investor or acquirer discussions
Board, Investor & Acquirer Presentations
  • Build and own board-ready financial presentations with a high degree of narrative clarity and analytical rigor
  • Prepare materials for potential investor or acquirer data rooms, management presentations, and reverse due diligence processes
  • Represent Green Street's Finance function in external-facing meetings alongside the CFO, including lender, investor, and sponsor interactions
Ad Hoc Strategic Projects
  • Lead high-priority analytical projects as directed by the CFO — e.g., pricing strategy analysis, segment profitability, competitive benchmarking, restructuring analysis, new market sizing
  • Partner cross-functionally with Commercial, Legal, and Product on financial modeling for strategic initiatives
  • Serve as a thought partner to the Revenue Operations team and the broader Commercial…
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