Financial Planning and Analysis Manager

Financial Planning and Analysis Manager

Location: New York, NY

The Firm

Our 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 Opportunity

Reporting 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 Responsibilities

• Manage the preparation and maintenance of annual budgets, monthly forecasts, and multi-year financial plans
• Produce Actual vs. Plan reporting across consolidated and property-level P&Ls, balance sheets, and cash flows
• Develop financial models supporting business planning, growth initiatives, capital allocation, and strategic decision-making
• Lead monthly financial statement, variance, and flux analysis
• Identify the primary operational and financial drivers behind portfolio performance
• Partner with Asset Management and Property Operations to understand results, identify trends, and improve profitability
• Analyze property-level revenue, expenses, occupancy, collections, and other key operating metrics
• Ensure corporate and property-level expense allocations and billbacks are accurate and appropriately supported
• Coordinate the preparation of lender reporting packages, financial analyses, and compliance certificates
• Monitor and report on loan guarantees and other corporate financial obligations
• Drive improvements to financial reporting, budgeting, forecasting, and planning processes
• Identify and implement opportunities to automate recurring reporting and analysis through technology and AI
• Serve as a bridge between Finance, Asset Management, and Property Operations to ensure consistent and accurate information
• Support the CFO and senior leadership with strategic projects and ad hoc financial analysis

Qualifications

• 4–8 years of progressive FP&A, corporate finance, accounting, or financial advisory experience
• Experience within a real estate owner, operator, investment manager, developer, or property management platform is preferred
• Public accounting or advisory candidates with meaningful real estate exposure will also be considered
• Bachelor’s degree in Finance, Accounting, Business, or a related field
• Strong understanding of accounting principles and financial reporting
• Demonstrated experience managing budgeting, forecasting, variance analysis, and financial modeling processes
• Advanced Excel skills
• Experience working with ERP, financial planning, business intelligence, or reporting platforms
• Ability to connect financial results with property-level and operational performance
• Strong written and verbal communication skills
• Ability to present financial information clearly to finance and non-finance stakeholders
• Comfortable taking ownership and managing multiple priorities in an entrepreneurial environment
• High degree of intellectual curiosity, initiative, and attention to detail
• Interest in using technology, data, and AI to improve financial processes and decision-making
• Experience with Yardi and/or Salesforce is a plus
• MBA or relevant professional certification is a plus