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Financial Planning and Analysis Manager
2 months ago
About the Role
The Manager of Financial Planning and Analysis (FP&A) will play a key role in maintaining a robust financial management approach, actively engaging in all aspects of the financial forecasting process. This individual 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.
Key Responsibilities
- Contribute to 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 decisions, and provide well-tailored variance commentary.
- 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 finance leadership 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.
- Maintain the post-investment review dashboard, providing recommendations to mitigate variances between actual and underwritten rates of return.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or related field. An MBA or relevant professional designation (e.g., CPA, CFA) is highly preferred.
- Min 5+ years of financial modeling experience; background in the multi-family sector is preferred.
- Possess extensive experience building/supporting complex financial models, developing and monitoring metrics, and preparing advanced analytic analysis. Advanced Excel knowledge and experience working within the application under pressure is required.
- A relationship builder at all levels—internally and externally. A team player. Collaborates naturally, well, and easily. Confronts and resolves conflicts when necessary. A strong history of building positive long-term business relationships with peers, subordinates, and superiors.
- Confident, warm, understated with obvious business acumen. Strong personal presence and Venterra's Core Values resonate and align with his/her/their beliefs and behaviors.
- Excellent communicator who enables the translation of complex and detailed financial and business information into concise informative messages. Must be a skilled writer as well as having strong presentation skills.
- Maintains strong attention to detail, problem-solving abilities, and a results-driven mindset.
- Shown a strong acumen to learn how businesses run and the financial frameworks that support them.
- Well-read on Real Estate, economic, and business matters.
About Venterra Realty
Venterra Realty is a well-capitalized, privately held investment and technology company with ~ $5.0 billion in managed assets and $375+ million in revenues. It owns and operates over 80 multi-unit residential properties in the highest growth cities in the United States. We are honored to have received numerous workplace recognitions, including being named a four-time winner.
We are looking for people who:
- Have strong personal values and want to work for a values-based company.
- Are ambitious and hard-working with exceptionally high personal standards.
- Embrace problem-solving and learning new skills.
- Thrive in a rapidly changing and high growth environment.
- Are passionate about driving continuous improvements and the use of technology with data to drive business results.