Lead annual budgeting and re-forecasting processes while partnering with regional operations leaders to monitor spending and maintain strict budgetary adherence
Continuously evaluate and enhance financial processes, models, and reporting capabilities while leveraging technology and AI to drive informed decision-making
Oversee comprehensive financial planning, budgeting, and forecasting activities for your designated portfolio of regional facilities, ensuring accuracy and strategic alignment
Provide strategic financial oversight for capital projects within the portfolio, ensuring robust governance and alignment with long-term business objectives
Serve as the primary financial advisor to regional operational leaders and clients, offering data-driven recommendations to optimize costs and improve performance
Proactively identify, analyze, and communicate material financial risks and opportunities, developing effective mitigation strategies and driving issues to resolution
Prepare and present monthly financial reporting packages to senior leadership and clients, delivering clear variance analysis, performance metrics, and actionable insights
Requirements
advanced excel
fp&a
mba
cpa
hyperion
leadership
Exceptional analytical, problem-solving, and strategic thinking capabilities with ability to synthesize complex financial information
Outstanding communication and presentation skills with proven ability to distill complex financial concepts for non-financial audiences and senior executives
Bachelor's degree in Finance, Accounting, Economics, or related field with strong academic foundation
Confident and decisive leadership style with ability to influence stakeholders, challenge status quo, and drive results in matrixed environments
Familiarity with process improvement methodologies and change management principles to enhance operational efficiency
Knowledge of emerging financial technologies and AI applications in financial planning and analysis
Experience in commercial real estate, facilities management, or related industries with understanding of operational dynamics
Advanced degree (MBA, CPA, or similar professional certification) demonstrating commitment to financial excellence
Project management experience with capital investments and cross-functional team leadership
5-7+ years of progressive experience in Financial Planning & Analysis (FP&A) or corporate finance with proven track record managing budgets and influencing business partners
Advanced proficiency in Microsoft Excel, including ability to build and maintain complex financial models and perform sophisticated data analysis
Demonstrated experience with financial planning software (Hyperion, Anaplan, Adaptive Insights) and enterprise resource planning (ERP) systems
Experience mentoring junior analysts and contributing to team development initiatives
Previous client-facing experience in professional services environment with demonstrated relationship management skills