Director, Financial Planning and Analysis

As the Financial Planning and Analysis Director of the North Region, you’ll lead and execute the Company’s financial planning cycle and build a cadence around market needs for financial analysis and reporting. This role serves as the analytical engine for the company, requiring a problem solver who can bring departments together and drive business improvement. This hybrid position may report to our corporate offices in either Chicago, IL; Hoffman Estates, IL; or Bloomington, MN. Occasional travel to respective markets and additional travel as needed is required.

Responsibilities

• Serve as a business partner by identifying opportunities, risks, and helping end users understand their business, including:
  • Portfolio profitability
  • Ancillary revenue streams
  • Affiliate business lines financial KPIs and opportunities
  • Cost control and outsource opportunities
  • Divisional and departmental profitability and efficiency
  • Evaluating processes and procedures to drive efficiencies
• Perform ROI analysis on marketing programs, new projects/ventures, and cost control initiatives.
• Lead finance on system implementations, acquisitions planning, and related integration.
• Bring departments together to solve problems, drive process improvement, and share best practices across the company.
• Represent finance on major cross-functional projects.
• Manage and coordinate all facets of the business planning cycle: annual budgets, monthly forecasts, and long-term business plans.
• Ensure proper structures, processes, and disciplines around each planning deliverable, including setting timetables, communicating expectations and assumptions, and preparing required outputs (e.g., standard presentations, variance analysis).
• Manage capital reporting, budgeting, and forecasting, including preparation of capital expenditure proposals for major projects.
• Assume ownership of the “Vena” budget and reporting tool; develop subject matter expertise and leverage to enhance reporting and analytics capabilities.
• Own human capital financial forecasting in partnership with the market HR leader.
• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making.
• Develop and monitor operational and financial performance indicators monthly/quarterly, highlighting trends and analyzing causes of unexpected variance, including key drivers, divisional and departmental benchmarking, and KPIs.
• Coordinate and execute monthly financial and operational performance reviews for market leadership teams, including analysis of variances, current and past trends in revenue, direct cost, and SG&A expenses.
• Coordinate and execute other structured financial and operational performance reviews for market leadership teams as required.
• Contract management and governance:
  • Prepare and review pricing models for new and renewal contracts to ensure profitability guardrails are maintained and recommend changes to divisional leaders and market President.
  • Assume ownership of pricing models for all lines of business.
  • Assess customer contract engagement around new and renewal contracts, including governance and process efficiency.

Requirements

• Bachelor’s degree or higher in Business, Accounting, Finance, or a related field. Certified Public Accountant (CPA) license strongly preferred.
• 10+ years’ experience leading financial planning and analysis initiatives (marketing campaigns experience noted but not required).
• Marketing experience within the property management industry or a related field is strongly preferred.
• Minimum of 5 years’ experience in financial planning and analysis with proven managerial experience.
• Experience in multi-unit retail or property management preferred.
• VENA experience preferred.
• Works effectively with coworkers, clients, customers, and others by sharing ideas constructively and addressing problems to find mutually acceptable solutions.
• Must possess a high-energy attitude and the ability to multi-task and prioritize different projects.
• Able to influence others to change opinions and plans to win support for new ideas.
• Facilitates coordination and cooperation among large teams that are geographically dispersed.
• An agile learner who can navigate ambiguity and solve complex problems with limited facts.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

Benefits

• Choice of multiple medical plans, dental, vision, life insurance, short-term and long-term disability, legal, identity theft, and pet insurance.
• Company-paid life insurance and benefits from our employee assistance program.
• Paid time off, paid holidays, and tuition reimbursement.
• 401(k) with company match.

Pay

$125,000 - $175,000 / year