Financial Planning and Analysis Manager

Financial Planning and Analysis ManagerLocation: New York, NYThe FirmOur client is a growing, vertically integrated real estate investment and property management firm focused on acquiring and operating housing communities in underserved markets. The company combines investment, asset management, and property operations to improve portfolio performance and create long-term value.The OpportunityReporting directly to the Chief Financial Officer, the Financial Planning and Analysis Manager will manage key budgeting, forecasting, and financial reporting processes while helping build the firm’s strategic finance capabilities as the organization scales. This individual will partner across Finance, Asset Management, Acquisitions, and Property Operations to provide greater visibility into consolidated company performance and property-level results.The ideal candidate will bring strong financial modeling and analytical skills, a solid understanding of accounting and financial reporting, and the ability to translate financial results into actionable business insights. Candidates may come from another real estate owner, operator, or investment platform, or from a public accounting or advisory firm with meaningful real estate experience.Key ResponsibilitiesManage the preparation and maintenance of annual budgets, monthly forecasts, and multi-year financial plansProduce Actual vs. Plan reporting across consolidated and property-level P&Ls, balance sheets, and cash flowsDevelop financial models supporting business planning, growth initiatives, capital allocation, and strategic decision-makingLead monthly financial statement, variance, and flux analysisIdentify the primary operational and financial drivers behind portfolio performancePartner with Asset Management and Property Operations to understand results, identify trends, and improve profitabilityAnalyze property-level revenue, expenses, occupancy, collections, and other key operating metricsEnsure corporate and property-level expense allocations and billbacks are accurate and appropriately supportedCoordinate the preparation of lender reporting packages, financial analyses, and compliance certificatesMonitor and report on loan guarantees and other corporate financial obligationsDrive improvements to financial reporting, budgeting, forecasting, and planning processesIdentify and implement opportunities to automate recurring reporting and analysis through technology and AIServe as a bridge between Finance, Asset Management, and Property Operations to ensure consistent and accurate informationSupport the CFO and senior leadership with strategic projects and ad hoc financial analysisQualifications4–8 years of progressive FP&A, corporate finance, accounting, or financial advisory experienceExperience within a real estate owner, operator, investment manager, developer, or property management platform is preferredPublic accounting or advisory candidates with meaningful real estate exposure will also be consideredBachelor’s degree in Finance, Accounting, Business, or a related fieldStrong understanding of accounting principles and financial reportingDemonstrated experience managing budgeting, forecasting, variance analysis, and financial modeling processesAdvanced Excel skillsExperience working with ERP, financial planning, business intelligence, or reporting platformsAbility to connect financial results with property-level and operational performanceStrong written and verbal communication skillsAbility to present financial information clearly to finance and non-finance stakeholdersComfortable taking ownership and managing multiple priorities in an entrepreneurial environmentHigh degree of intellectual curiosity, initiative, and attention to detailInterest in using technology, data, and AI to improve financial processes and decision-makingExperience with Yardi and/or Salesforce is a plusMBA or relevant professional certification is a plus