Financial Planning & Analysis Manager

Description

A publicly traded investment company is seeking a Manager of Financial Planning & Analysis to join its growing finance organization. Reporting directly to the CFO, this newly created role will lead budgeting, forecasting, financial modeling, performance analytics, and executive reporting initiatives across a sophisticated real estate platform.

This is a unique opportunity for a finance professional who enjoys building processes, partnering with executive leadership, and influencing strategic decision-making. The successful candidate will help shape a growing FP& A function while gaining significant visibility with senior leadership and key stakeholders.

Why This Opportunity Stands Out

• Direct reporting relationship to the CFO

• Newly created role with the opportunity to build and improve FP& A processes

• Significant exposure to executive leadership, Board-level reporting, and strategic initiatives

• Highly visible position with meaningful influence on company performance and decision-making

• Attractive compensation package including substantial bonus potential and long-term incentive opportunities

• Excellent benefits and strong employee retention

• Opportunity to work within a stable, growth-oriented real estate platform

Key Responsibilities

• Lead the annual budget, forecasting, and long-range planning processes

• Develop and maintain financial models supporting earnings forecasts, business performance, transactions, and strategic initiatives

• Prepare executive, Board, and management reporting packages, including variance analysis, forecasting updates, and business performance insights

• Analyze key operating metrics and provide actionable recommendations to senior leadership

• Monitor forecast performance and evaluate trends, risks, and opportunities impacting results

• Partner with Accounting, Financial Reporting, Treasury, Investor Relations, and Operations teams to support company-wide financial initiatives

• Support debt covenant reporting, treasury analyses, and capital allocation decisions

• Drive process improvements, reporting automation, and scalable FP& A infrastructure

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field

• 5+ years of experience in FP& A, corporate finance, financial reporting, accounting, or related finance functions

• Strong financial modeling, forecasting, and analytical capabilities

• Advanced Microsoft Excel skills

• Experience creating executive-level reporting and presentation materials

• Strong understanding of financial statements and business performance metrics

• Ability to work independently and create structure within a growing function

• Excellent communication, presentation, and business partnering skills

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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