Corporate Financial Planning Director

{"Company Overview

Venterra Realty is a well-established, privately held investment and technology company with a significant presence in the US real estate market. With over $5.0 billion in managed assets and $375+ million in revenues, we are a leader in the multifamily sector.

We are proud to have received numerous workplace recognitions, including being named a four-time winner of the prestigious award.

We are seeking a highly skilled and experienced professional to join our team as a Director of Corporate Financial Planning & Analysis (FP&A).

The successful candidate will be responsible for maintaining a robust hands-on approach to financial management, actively engaging in all aspects of the financial forecasting process. They will foster a culture of continuous improvement, consistently seeking and implementing innovative strategies to enhance efficiency, accuracy, and strategic insight within the financial planning and analysis function.

This individual will join a team of our most trusted finance professionals, who will work together to execute the financial and business strategies for the firm.

Key Responsibilities

• Lead the preparation of accurate and insightful financial forecasts, variance analyses, and performance reports to provide actionable insights to senior management.

• Create and maintain financial models to evaluate different scenarios, assess the impact of business initiatives, and support investment decisions.

• Provide proactive and data-driven financial insights to support strategic decision-making and guide the overall business strategy.

• Define and track key performance indicators (KPIs) to measure the financial health of the organization and track progress toward strategic goals.

• Lead the monthly financial reporting process, including variance analysis and management reporting.

• Partner with business unit FP&A teams to thoroughly understand each business segment and challenge performance as needed.

• Assist in the requirements gathering, product selection, and implementation of a new budgeting and planning software solution to optimize financial operations.

• Support improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.

• Present financial information, analyses, and recommendations to senior management and stakeholders in a clear and concise manner.

• Escalate financial issues, breaches of cash balance targets and KPIs that exceed expectations.

• Create ad hoc analysis as required by evolving business needs.

• Oversee and enhance the post-investment review dashboard, providing recommendations to mitigate variances between actual and underwritten rates of return.

Candidate Profile

• Minimum of a CPA and a Bachelor's degree in Finance, Accounting, or Economics; An MBA or relevant professional designation (e.g., CFA, CBV) would be a significant asset.

• Minimum 7 years of financial leadership experience; Experience in the real estate industry, or in the multifamily sector would be preferred.

• Over 4 years' experience managing an FP&A Finance function.

• Previous leadership experience is required.

• Experience building and supporting complex financial models, developing & monitoring metrics, and preparing advanced analytic analysis.

• Proven ability to build positive long-term business relationships; Excellent communication skills with the ability to influence stakeholders. Strong attention to detail, problem-solving abilities, and a results-driven mindset.

What We Offer

Venterra Realty is an equal opportunity employer. Accessibility accommodations are available on request for candidates taking part in all stages of the selection process.

We offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.

We are committed to creating a diverse and inclusive work environment that values and respects the contributions of all employees.

We are proud to be a leader in the real estate industry and are committed to making a positive impact in the communities we serve.

We are seeking a highly skilled and experienced professional to join our team as a Director of Corporate Financial Planning & Analysis (FP&A).

The successful candidate will be responsible for maintaining a robust hands-on approach to financial management, actively engaging in all aspects of the financial forecasting process. They will foster a culture of continuous improvement, consistently seeking and implementing innovative strategies to enhance efficiency, accuracy, and strategic insight within the financial planning and analysis function.

This individual will join a team of our most trusted finance professionals, who will work together to execute the financial and business strategies for the firm.

Key Responsibilities

• Lead the preparation of accurate and insightful financial forecasts, variance analyses, and performance reports to provide actionable insights to senior management.

• Create and maintain financial models to evaluate different scenarios, assess the impact of business initiatives, and support investment decisions.

• Provide proactive and data-driven financial insights to support strategic decision-making and guide the overall business strategy.

• Define and track key performance indicators (KPIs) to measure the financial health of the organization and track progress toward strategic goals.

• Lead the monthly financial reporting process, including variance analysis and management reporting.

• Partner with business unit FP&A teams to thoroughly understand each business segment and challenge performance as needed.

• Assist in the requirements gathering, product selection, and implementation of a new budgeting and planning software solution to optimize financial operations.

• Support improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.

• Present financial information, analyses, and recommendations to senior management and stakeholders in a clear and concise manner.

• Escalate financial issues, breaches of cash balance targets and KPIs that exceed expectations.

• Create ad hoc analysis as required by evolving business needs.

• Oversee and enhance the post-investment review dashboard, providing recommendations to mitigate variances between actual and underwritten rates of return.

Candidate Profile

• Minimum of a CPA and a Bachelor's degree in Finance, Accounting, or Economics; An MBA or relevant professional designation (e.g., CFA, CBV) would be a significant asset.

• Minimum 7 years of financial leadership experience; Experience in the real estate industry, or in the multifamily sector would be preferred.

• Over 4 years' experience managing an FP&A Finance function.

• Previous leadership experience is required.

• Experience building and supporting complex financial models, developing & monitoring metrics, and preparing advanced analytic analysis.

• Proven ability to build positive long-term business relationships; Excellent communication skills with the ability to influence stakeholders. Strong attention to detail, problem-solving abilities, and a results-driven mindset.

What We Offer

Venterra Realty is an equal opportunity employer. Accessibility accommodations are available on request for candidates taking part in all stages of the selection process.

We offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.

We are committed to creating a diverse and inclusive work environment that values and respects the contributions of all employees.

We are proud to be a leader in the real estate industry and are committed to making a positive impact in the communities we serve.

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