Managing Director, Head of Financial Planning & Analysis (FP&A)
Core
Lead FP&A for a Real Estate Investment Trust (REIT), building financial models, driving strategic planning, and supporting executive/board reporting.
Role type
Managing Director, Head of Financial Planning & Analysis (FP&A)
Builds
Property-level and consolidated financial models, rolling forecasts, and management reporting packages for a REIT.
Domain
Real Estate / REITs / Asset Management
Required skills
Advanced financial modeling, REIT performance metrics (NOI, FFO, AFFO), strategic planning, budgeting, variance analysis, investor relations support, complex forecasting
Preferred skills
Public REIT experience, investment banking/PE/Big Four background, planning systems (Anaplan, Adaptive, Hyperion), BI tools (Tableau, Power BI)
Technologies
Anaplan, Adaptive, Hyperion, Tableau, Power BI, Excel
Responsibilities
Lead annual budgeting and multi-year strategic planning; Develop and maintain property-level and consolidated financial models; Prepare rolling forecasts and analyze portfolio performance; Partner with Accounting and Investor Relations for quarterly earnings reporting; Design and maintain management reporting packages and KPI dashboards; Build, lead, and develop a high-performing FP&A team
Seniority
Senior, hands-on IC with leadership responsibilities