Financial Planning and Analysis Manager

Description

• Partner with the leadership team to formulate medium- and long-term financial plans
• Work closely with senior accounting team members on cost analysis and reporting
• Collaborate with development, marketing, operations, and accounting teams to align financial planning with business initiatives
• Provide financial models to project long-term growth and evaluate key business drivers
• Develop variance analysis reports and insights to support ongoing and ad-hoc business needs
• Assist in liquidity analysis and financial projections for investment entities holding real estate assets
• Drive process improvements and identify automation opportunities
• Conduct market research and competitor benchmarking
• Prepare reports and strategic commentary to support executive decision-making
• All employees are responsible for the general upkeep of work and shared spaces
• Support the development and execution of annual budgets, operating plans, and quarterly forecasts
• Analyze and report on company, market, and divisional performance
• Deliver insightful commentary and financial recommendations to senior leadership
• Identify and track key performance indicators (KPIs)
• Acts with professionalism, discretion, and a strong sense of ownership, ensuring financial data is accurate, reliable, and aligned with company values.
• Builds strong cross-functional relationships and communicates financial concepts in a way that influences and supports non-financial stakeholders.
• Build and maintain an analytical toolkit to support decision-making
• Leverage data visualization and reporting tools to present insights clearly and effectively
• Regular team member feedback surveys to drive workplace improvements
• Connects financial insights to business strategy, guiding leadership through data-informed decisions that drive growth and profitability.
• Lead regular reforecasting cycles and budget-to-actual reviews across company, markets, and divisions
• Collect, clean, and validate financial and operational data across multiple sources
• Support the preparation of business cases for new initiatives or investments

Requirements

• Demonstrates expert-level proficiency in Excel, including complex formulas, pivot tables, financial modeling, and data visualization to support high-impact analysis and reporting.
• Brings a mindset of continuous improvement to financial processes, systems, and reporting tools, with a focus on scalability, accuracy, and efficiency.
• Bachelor’s degree in Accounting, Finance, or related field
• Applies advanced analytical skills to interpret complex data sets, identify trends, and deliver actionable insights with clarity and precision.
• Punctual and regular attendance is required of all employees
• 5+ years of experience in FP&A or a closely related role
• Experience with financial services, tax, investment, and planning strategies or real estate is preferred

Benefits

• Company-paid life & disability insurance
• Health Savings Accounts (HSA) with employer contribution
• Various supplemental insurance options
• Medical, dental & vision plans
• Tuition reimbursement and leadership development opportunities
• Supportive, values-driven work environment
• Role specific bonus potential and/or commission programs
• Paid bereavement & parental leave program
• Employee recognition programs
• Mental health resources & employee assistance programs
• 401(k) with company match
• Team-building and community engagement opportunities
• Competitive pay with ongoing performance review
• Paid Time Off (PTO) plans, paid holiday and volunteer programs
• Employee referral program
• Dependent Care Flexible Spending Accounts (FSA)

Training + Development

Interview process

Visa Sponsorship

Security clearance