Managing Director, Head of Financial Planning & Analysis (FP&A)
$250k - $300kBlue Owl Capital Holdings LLC
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over $319 billion in assets under management as of June 30, 2026, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Together with over 1,380 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit
The Opportunity Blue Owl is seeking a strategic and experienced finance leader to serve as Head of Financial Planning & Analysis (FP&A) for its Real Estate Investment Trust (REIT). Reporting to senior leadership, this Managing Director will build and lead the FP&A function, provide critical financial insights, and support strategic decision-making across the organization. This is an opportunity to join a high-growth platform and play a key role in shaping the financial strategy and performance of the business.
Key Responsibilities
- Financial Planning, Forecasting & Analysis
- Lead the annual budgeting process and multi-year strategic planning across asset management, acquisitions, capital markets, and corporate functions.
- Develop and maintain property level and consolidated financial models, including revenue, operating expenses, capital expenditures, debt service, and liquidity projections.
- Prepare rolling forecasts and analyze portfolio performance, market trends, and macroeconomic drivers.
- Monitor budget-to-actual results, identify key variances, and provide actionable recommendations to management.
- Produce and analyze key REIT metrics, including NOI, FFO, AFFO, leverage, liquidity, and capital structure performance.
- Perform scenario, sensitivity, and strategic analyses to support acquisitions, dispositions, developments, capital allocation decisions, and balance sheet optimization.
- Executive, Board & Investor Reporting Partner with Accounting and Investor Relations to support quarterly earnings reporting, including FFO/AFFO reconciliations, earnings guidance, and supplemental disclosures.
- Develop analytical materials and presentations for executive leadership, investor communications, earnings calls, and Board meetings.
- Benchmark company performance against public REIT peers and industry trends.
- Reporting & Process Enhancement Design and maintain management reporting packages, KPI dashboards, and performance analytics for senior leadership and the Board.
- Establish scalable reporting processes, templates, and controls to ensure consistency and accuracy across internal and external reporting.
- Partner across Finance, Asset Management, Capital Markets, and Investor Relations to improve reporting, forecasting, and decision-support capabilities.
- Leadership & Team Development Build, lead, and develop a high-performing FP&A team.
- Establish best practices, tools, and processes to support continued organizational growth.
- Mentor team members and foster a culture of accountability, collaboration, continuous improvement, and intellectual curiosity.
- Oversee staffing, performance management, and professional development.
Qualifications & Experience
- 12+ years of progressive FP&A, corporate finance, or related experience, with significant exposure to real estate, REITs, or real estate investing.
- Prior public REIT experience is strongly preferred; investment banking, private equity, or Big Four advisory experience with relevant real estate expertise will also be considered.
- Deep understanding of REIT and real estate performance metrics, including NOI, FFO, AFFO, NAV, leverage, and capital structure analysis.
- Advanced financial modeling skills with experience developing complex, integrated forecasting and valuation models.
- Experience supporting earnings processes, financial guidance, and investor-facing analyses.
- Strong understanding of leases, debt agreements, partnership structures, and purchase and sale agreements.
- Exceptional communication and presentation skills, with the ability to translate complex analyses into clear business recommendations.
- Highly organized, deadline-oriented, and capable of managing multiple priorities in a fast-paced environment.
- Advanced Excel proficiency required; experience with planning systems (Anaplan, Adaptive, Hyperion) and BI tools (Tableau, Power BI) preferred.
Leadership Characteristics
- Lead by Example: Demonstrates accountability, sound judgment, urgency, and a results-oriented mindset.
- Strategic Business Acumen: Brings strong market awareness and knowledge of industry trends and best practices.
- Vision & Influence: Effectively communicates strategy, aligns stakeholders, and inspires teams to achieve business objectives.
- Collaborative Leadership: Builds trust, motivates teams, and fosters a high-performance culture.
- Integrity: Operates with the highest standards of ethics, transparency, and professionalism.
Education
- Bachelor's degree in Finance, Accounting, Economics, or a related discipline required.
- MBA, CFA, or other advanced credentials preferred.
The base annual salary range for this Chicago based position will be $250,000 to $300,000. Actual salary offered will be based on the candidate’s skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Blue Owl is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over $319 billion in assets under management as of June 30, 2026, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Together with over 1,380 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit
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