Director of Financial Planning & Analysis

Job Description

Job Description

The Director of Financial Planning & Analysis is a hands-on leadership role that will own financial planning, forecasting, and analysis to support strategic decision-making across the organization. This role is responsible for delivering actionable insights, developing scalable financial models, and partnering with senior leadership to drive accountability and performance. This role will report to the Senior Vice President of Accounting & Finance and will be a great fit for someone who naturally connects financial outcomes to business strategy and thrives on making sense of the bigger picture.

Subject Matter Responsibilities

· Lead the annual budgeting and reforecasting processes across all properties and departments

· Develop and maintain financial models to support strategic initiatives and scenario planning

· Analyze financial and operational results to identify trends, risks, and opportunities

· Prepare financial reports, dashboards, and KPIs for executive leadership

· Partner with department heads to align financial goals with operational strategies

· Drive improvements in financial systems, tools, and processes for greater efficiency and accuracy

· Support acquisition, disposition, and refinancing activities, capital planning, and investor relations as needed

· Help support compliance with internal controls and financial policies

Leadership Responsibilities

· Experienced with leading teams through change, with the ability to clearly articulate vision, strategies, and goals, while remaining adaptable to evolving business needs.

· Skilled at setting effective SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) goals.

· Skilled with delivering timely feedback, holding team members accountable, as well as recognizing and rewarding accomplishments.

· Ability to foster a culture of growth and learning, challenging your team to develop their skills and knowledge.

Qualifications

· Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)

· 8+ years of progressive experience in FP&A, with at least 3 years in a leadership role

· Strong financial modeling and analytical skills

· Proficiency in financial planning software and BI tools (e.g. Power BI)

· Strong written and verbal communication skills to effectively communicate with both internal and external customers/business partners.

· Proven record serving as a strategic partner to the business with strong interpersonal skills and ability to collaborate across all levels of the organization.

· Demonstrated success with identifying and leading process improvement initiatives and system implementations; a plus.

· Strict attention to detail, highly organized, efficient, and ability to multi-task.

Why Join Us?

· Competitive compensation package

· Comprehensive health and wellness benefits

· Best-in-class 401(k) with company match up to 9%

· Professional growth and development opportunities, including a pathway to equity partnership

· The opportunity to influence strategy and help shape the voice of one of America’s top privately held real estate investment firms

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