Director of Financial Planning and Analysis

Hillpointe is seeking a Director of Financial Planning and Analysis to lead the budgeting process for our real estate portfolio. This role will focus on overseeing Hillpointe’s multifamily real estate budgets to create stub budgets for new properties and annual operational budgets leveraging Prophix.

• Fund Cash Flow Forecasting
• Responsible for interest and insurance accrual review – track what policies are active, where we have policies expiring (but haven’t received bills yet) and ensure everything is booked timely and properly; check all interest accruals to ensure these are booked properly
• Analyze statements for opportunities and trends, following up with Operations to discuss problem properties and plans for correction
• Oversee the ongoing maintenance and improvement of budgeting and planning processes, including reporting results and explaining variances
• Conduct monthly and quarterly variance analysis to identify and address discrepancies
• Underwriting Review - provide input into new properties & keeping logic consistent with budgeting & actuals. The goal is to drive our underwriting towards becoming our year 1 budget, reducing stub budgeting time and improving accuracy of our return projections.
• Review variances to budget and make notes, coordinate with Operations, Risk, Capital Markets and Accounting teams to get additional detail where needed on expenses, insurance, interest, etc
• Regular Structured Reporting – Manage regular structured reporting products: (PROP Meeting, Monthly / Quarterly reporting packages)
• Review final property financials, prepare any reclasses and accrual notes needed and send feedback to Accounting; this includes review of start-up GL’s and payroll allocations
• Review final property financials, prepare any reclasses and accrual notes needed and send feedback to Accounting; this includes review of start-up GL’s and payroll allocationsResponsible for interest and insurance accrual review – track what policies are active, where we have policies expiring (but haven’t received bills yet) and ensure everything is booked timely and properly; check all interest accruals to ensure these are booked properlyReview variances to budget and make notes, coordinate with Operations, Risk, Capital Markets and Accounting teams to get additional detail where needed on expenses, insurance, interest, etcUpdate and review insurance and debt information as neededAnalyze statements for opportunities and trends, following up with Operations to discuss problem properties and plans for correctionAssist in identifying opportunities for cost savings, profit enhancement, and operational efficiencies across the companyCommunicate the results of analyses clearly and promptlyContribute to the preparation of the monthly management reporting packagePrepare and present monthly, quarterly, and annual financial performance reports to senior management, highlighting key insights and recommendationsCollaborate with cross-functional teams, providing financial guidance and support to drive business performancePerform mid-year budget reforecastPerform rolling 12-month reforecast beginning in 2026
• Property tours – visit all properties within the operational portfolio on a yearly basisCapex Planning and Review - build-out of a capex tracking system that tracks 1) install dates and 2) replacement dates to determine expected life spans of materials. This can be used for planning future capex as well as properly billing back residents for damages to items still within their useful life. Underwriting Review - provide input into new properties & keeping logic consistent with budgeting & actuals. The goal is to drive our underwriting towards becoming our year 1 budget, reducing stub budgeting time and improving accuracy of our return projections.Regular Structured Reporting – Manage regular structured reporting products: (PROP Meeting, Monthly / Quarterly reporting packages)
• Capex Planning and Review - build-out of a capex tracking system that tracks 1) install dates and 2) replacement dates to determine expected life spans of materials. This can be used for planning future capex as well as properly billing back residents for damages to items still within their useful life.
• Contribute to the preparation of the monthly management reporting package
• Assess financial risks associated with budget assumptions and forecasts, and propose mitigation strategies as needed
• Update and review insurance and debt information as needed
• Lead the annual budget preparation process, working closely with department heads to align with strategic goals and financial targetsDevelop and maintain rolling forecasts that incorporate the latest financial data and market trends for accurate projectionsConduct monthly and quarterly variance analysis to identify and address discrepanciesConsolidate financial data from various sources to create a cohesive budget and forecastAssess financial risks associated with budget assumptions and forecasts, and propose mitigation strategies as neededOversee the ongoing maintenance and improvement of budgeting and planning processes, including reporting results and explaining variancesFacilitate enhanced communication and accountability between business units and Financial and Executive Management
• Perform rolling 12-month reforecast beginning in 2026
• Maintain cash flow forecast for Hillpointe’s multifamily Private Equity Funds; updated monthly starting in Q4 2025
• Prepare and present monthly, quarterly, and annual financial performance reports to senior management, highlighting key insights and recommendations
• Develop and maintain rolling forecasts that incorporate the latest financial data and market trends for accurate projections
• Facilitate enhanced communication and accountability between business units and Financial and Executive Management
• Communicate the results of analyses clearly and promptly
• Collaborate with cross-functional teams, providing financial guidance and support to drive business performance
• Consolidate financial data from various sources to create a cohesive budget and forecast
• Lead the annual budget preparation process, working closely with department heads to align with strategic goals and financial targets
• Assist in identifying opportunities for cost savings, profit enhancement, and operational efficiencies across the company
• Perform mid-year budget reforecast

• Experience with EPM system such as Workday Adaptive Planning or Vena is preferred
• Construction accounting experience beneficial
• Strong, proactive problem solving and critical thinking skills, with the ability to directly address multiple priorities simultaneously, while meeting deadlines
• Self-motivated, hands-on accountant, who is detail oriented, analytical, and has a strong working knowledge of multi-family real estate financial, management, and operating issues
• Ability to articulate thoughts, solutions, ideas and strategies effectively in both written and verbal form
• At least 5 to 7 years of experience in real estate accounting
• CPA or CFA designation is a plus
• Power BI experience is a plus
• SQL experience is a plus
• Bachelor’s degree in accounting or finance
• Strong Proficiency in Excel with deep understanding of financial modeling
• Experience with RealPage software is preferred
• Private equity experience is a plus

• Property tours – visit all properties within the operational portfolio on a yearly basis