Financial Planning & Analysis (FP&A) Manager

Overview

Prime Group Holdings , LLC, a vertically-integrated private equity real estate firm specializing in self storage and other alternative real estate asset classes, has an exciting opportunity for a talented Financial Planning & Analysis (FP&A) Manager in its headquarters in Saratoga Springs, NY.

With $6.7 billion in assets under management, Prime Group is among the largest private owners and operators of self-storage properties globally, with a portfolio of 320+ self-storage assets across 28 U.S. states, three Canadian provinces, and the U.S. Virgin Islands, totaling 24+ million rentable square feet. The firm manages three flagship funds on behalf of a global investor base, including Prime Storage Fund III, the largest self-storage dedicated fund ever raised.

Headquartered in Saratoga Springs, NY, Prime Group employs 700+ professionals and maintains a regional office in Jupiter, FL and Manhattan, NY along with investment originations offices in Denver, CO; Hackensack, NJ; Yorktown, VA; and Calgary, Alberta. The firm's 21-person senior leadership team is supported by specialized teams across sourcing and acquisitions, asset and portfolio management, compliance and legal, property management, information technology, transactions and financing, marketing, accounting, training, and other core functions.

Prime Group's performance is rooted in a culture of respect, teamwork, ethical business practices, accountability, and persistence. The firm places significant value on the relationships it has built with customers, employees, investors, and stakeholders. PitchBook has recognized Prime Group as one of the top 10 real estate value-add fund managers in its 2023 Global Manager Performance Score League Tables.

Position Summary

The FP&A Manager is responsible for leading financial planning, budgeting, forecasting, performance reporting, and strategic analysis for a portfolio of self-storage assets across the United States and Canada. This role partners closely with Operations, Revenue Management, Marketing, Acquisitions, and Executive Leadership to drive Net Operating Income growth by supporting strategic financial decision-making throughout the organization.

The ideal candidate combines strong financial modeling and analytical capabilities with an understanding of real estate and operating metrics specific to the self-storage industry. Reporting directly to the Director of FP&A this is an exciting opportunity to join a fast-growing organization.

Responsibilities

• Lead annual budgeting and monthly forecasting processes across the self-storage portfolio.
• Establish best practices for forecasting, reporting, and financial modeling.
• Develop and maintain property-level and consolidated financial models.
• Analyze forecast variances and provide actionable recommendations to leadership.
• Partner with operational leaders to establish financial targets and performance goals.
• Monitor and analyze key self-storage KPIs including:
  
  • Net Operating Income (NOI)
  • Operating Margin
  • Same-Store Revenue Growth
  • Occupancy
  • Move-Ins and Move-Outs
  • Delinquency Rates
• Identify revenue opportunities and operational inefficiencies across the portfolio.
• Prepare monthly executive reporting packages and board presentations.
• Develop dashboards and automated reporting tools utilizing BI platforms.
• Provide detailed financial and operational performance insights to senior leadership.
• Ensure consistency and accuracy of financial reporting across all properties.
• Collaborate across the Operations team to improve store-level profitability
• Partner with Revenue Management to optimize pricing strategies and identify ancillary revenue opportunities.
• Partner with Marketing to evaluate lead generation effectiveness, conversion rates, and customer acquisition costs.
• Support Accounting during monthly close by validating financial results and explaining variances.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• 5-8+ years of FP&A, corporate finance, investment analysis, or real estate finance experience.
• Advanced financial modeling and forecasting skills.
• Strong Excel expertise.
• Experience presenting financial insights to senior leadership.

Preferred

• Experience in self-storage, real estate, REIT, multifamily, hospitality, or retail portfolio environments.
• MBA, CFA, or CPA designation.
• Experience with Oracle NetSuite.

Benefits

• Competitive pay
• Health, dental, life, vision, short-term disability and long-term disability insurance
• A 401(k) program with a company "matching" policy
• Paid time off and paid holidays
• Career advancement opportunities

EQUAL OPPORTUNITY EMPLOYER STATEMENT

Prime Group Holdings is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

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