Director, Real Estate Finance

Company Overview:

Our client is a Nashville, Tennessee–based real estate investment trust that positions itself as the first and largest REIT focused on medical outpatient buildings. The company owns and manages high-quality properties across the country, working with the nation's top health systems, and its business centers on owning, managing, acquiring, and developing outpatient medical facilities. Its national portfolio comprises 562 properties totaling 32.8 million square feet, spanning major markets including Nashville, Seattle, Phoenix, Denver, Raleigh, Houston, Fort Worth, Dallas, and Charlotte. Publicly traded and headquartered in Nashville, the firm operates across the full real estate lifecycle — leasing and property operations, acquisitions, and developments and redevelopments — while emphasizing environmental, social, and governance responsibility as part of its corporate strategy.

Position Description:

The Real Estate Finance - Director supports financial reporting, operational analytics, budgeting, forecasting, and process improvement initiatives for the Company’s real estate holdings. Working closely with the Vice President of Real Estate Finance, this role provides analytical support, reporting oversight, process improvement, and operational finance expertise to help drive portfolio performance and informed decision-making.

The Director will partner closely with Asset Management, Accounting, IT, and Corporate Finance to enhance reporting capabilities, financial processes, and operational performance across the portfolio. The role will work closely with the Vice President of Real Estate Finance and the broader finance team to support budgeting, forecasting, reporting, and process improvement initiatives across the portfolio. The position will also oversee and mentor a Financial Analyst while helping to enhance reporting capabilities and operational efficiencies.

This is a hands-on leadership role ideal for a highly technical and analytical finance professional with experience in property-level budgeting and forecasting, strong systems aptitude, and a passion for building scalable processes.

Key Responsibilities:

Financial Reporting & Operational Analytics

• Support weekly, monthly and quarterly financial and operational reporting, including NOI performance, variance analysis, occupancy and leasing trends, as well as operational KPI dashboards.
• Develop, track, and refine operational KPIs tied to portfolio performance, including retention, cash leasing spreads, absorption, and leasing metrics.
• Prepare recurring portfolio reporting and supporting analyses for review by senior finance leadership.
• Partner with Asset Management, and accounting teams to identify trends, risks, and opportunities impacting portfolio performance.
• Utilize financial and operational data to provide insights that support improved decision-making and asset performance.

Budgeting, Forecasting & Financial Planning

• Support the annual budgeting, forecasting, and reforecasting processes by partnering with Asset Management, Accounting, and other departments across the organization to develop accurate and actionable financial plans.
• Maintain property-level financial models and assist with scenario analyses, forecasting updates, and planning initiatives.
• Coordinate with operations, leasing, asset management, and accounting teams to ensure assumptions are accurately reflected in forecasts and budgets.

Systems, Process Improvement & Controls

• Develop and implement process improvements that increase efficiency, standardization, and reporting
• accuracy.
• Help create dashboards, reporting frameworks, and analytical tools that improve visibility into operational
• and financial performance.
• Implement and enhance MRI, Power BI, Excel-based reporting tools, and other analytical platforms.
• Partner with IT, Accounting, and Corporate Finance on system upgrades, integrations, and process redesign
• efforts.
• Support the development and maintenance of internal controls and reporting standards.

Qualifications:

• 8-12+ years of experience in commercial real estate finance, property accounting, or real estate operations.
• Strong experience with property-level budgeting, forecasting, and variance analysis.
• Medical office, office, retail, or similar commercial real estate experience strongly preferred.
• Advanced analytical and financial modeling skills with expert-level Excel proficiency.
• Experience developing reporting packages, dashboards, KPIs, and operational analytics.
• Experience with MRI or similar real estate accounting and property management systems.
• Strong understanding of property financial statements, operating expenses, recoveries, leasing activity, and
• NOI drivers.
• Accounting background and strong understanding of financial statements is highly desirable
• Demonstrated ability to improve processes, automate reporting, and build scalable systems.
• Experience managing and developing finance professionals.

The Ideal Candidate Is:

• Highly technical, analytical, and detail-oriented
• Experienced in property-level budgeting and forecasting
• Knowledgeable in medial office, office, retail, industrial or other similar real estate operations
• Comfortable working with large datasets and complex financial models
• Experience at improving systems, processes, and reporting capabilities
• Collaborative and effective in cross-functional environments
• Possesses a strong accounting foundation and understanding of real estate financial operations